Introduction (Must Read)

The core building block of the flow builder

Steps are the core of the flow. Here, you create different steps and link them together within a flow. When a user enters a flow, the steps begin executing in the order specified by the linked path, based on the configuration you have set up.

We have 14 types of steps available to address almost all requirements from any industry around the world. Each step is given a unique color to identify easily when you have large steps on the canvas.

Step	Description	Image
Send Message	Sends messages to users, supporting various content types like lists, menus, choices, locations, and more.
Ask A Question	Asks a question to the user and collects their answer, saving it to CRM fields or other modules.
Filter	Validates user input or data from CRM or external platforms, and routes the user based on filter conditions.
Delay	Introduces a time delay before executing the next step, enhancing user experience.
Smart Delay	Delays the execution of the next step based on a specified date and time.
Actions	Performs internal actions like adding/removing tags, subscribing to sequences, sending emails, etc.
Splitter	Splits users into different steps based on a configured percentage, useful for A/B testing.
Formatter	Transforms data from one format to another, enabling date conversion, JSON extraction, calculations, etc.
Trigger HTTP API	Allows developers to trigger external APIs within the flow, exchanging data with third-party platforms.
Webhook	Receives real-time updates from third-party platforms and redirects the user based on the received data.
Route to Another Flow	Routes the user to another flow, passing collected data to maintain conversation context.
Save Data	Saves data to the conversation's specific row, adding or updating fields.
Data Lookup	Searches for data in a CRM module and passes the result as a message or adds a new record.
End	Indicates the end of the conversation, with no further steps to be executed.

Adding Step into Canvas

You can add steps to a canvas by right click anywhere on the canvas and selecting the required steps, you can also add a step to Canvas from the left-side menu as well, watch the below video

Linking & Unlinking Steps

Steps can be linked to each other to make a relationship between them, wherever you are seeing a circle as shown below that means it is linkable to another step

Simply point the mouse to the circle then hold the mouse and start drawing a link and drop it on another step to link, see the below video

Unlinking Steps

You can unlink a connection between 2 steps by mouse over the connection line and a delete icon will appear, click the delete button to unlink the step

Controls in a Steps

You can mouseover a step to see its controls as shown below

Naming a Step

By default, the system gives the step a name however you can edit the name of the step by clicking the name of the step

Duplicating a Step

Duplicating a step saves you time if you need just minor edits in your next edit

Adding Comments to a Step

Comments help you to add information about what the step is all about, which helps you to refer to it later.

Deleting a Step

You can delete a step by clicking the delete icon as shown below

Moving Steps within the Canvas

You can easily drag and move the steps anywhere in the canvas

Selecting One or more Steps

You can select one or more steps to delete the steps together or move in the canvas by clicking the tickbox as shown below

Searching Steps

You can search steps from the left side settings menu and edit the name or description quickly from here, on clicking the step it will highlight on the canvas for easy editing , make sure you click on Save after making changes