Your Conversation AI helps you connect with customers efficiently; however, if you're more used to using the workflow builder than prompting bots, you might feel overwhelmed. If this is your case, by using the Flow-Based Builder, you can use this more familiar builder while retaining the benefits of AI agents. Let's learn how to use it!

Creating An Agent

Navigate to the Conversation AI tab inside the AI Agents section and switch to the Agents List Area.

Click Create Bot and select Flow Builder.

On the Bot Settings Tab, name the bot and set the bot status to Auto Pilot.

Switch to Bot Goals and click Launch Flow Builder.

Setting Your Workflow

Add AI Actions such as AI Capture, AI Message, and Custom Triggers to design your flow.

Build the rest of your workflow as desired, including adding the If/Else action to add conditions and using other AI actions to guide your bot.

Completing Set Up

After saving your workflow, click Back to Conversation AI to complete your setup.

Configure the bot's tone, personality, and conversation intent.

Set up additional actions (1) and configure the bot's ability to cancel and reschedule appointments (2).

Save your changes, and you're done!

There you have it! Use these steps to build bots that think and act like your business, using the intuitive visual design to manage multiple calendars, lead types, and workflows from one interface with deeper logic and tighter integrations. We hope you enjoy it!