Create a flow

A flow can be defined by either creating an empty flow and building up the required logic processing from the large library of pre-defined components or alternatively, you can select a flow template to either use directly, or as a starting point for further customization as required.

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1. Creating a flow from scratch

Step 1:

We will create the flow using the build from scratch. To create a flow, click on "New."

You can choose one of three types:

• Automation

• Apps & Tools

• AI Agent/Chatbots

Or

• Build with AI

• Discover our community

Step 2:

Choose type

Step 3:

After that, will open a new browser tab with an empty flow, ready for you to append components from the component toolbox.

Now you can start adding some components to create flows with your imagination.

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2. Creating a flow based on a template

Step 1:

Clicking the "Community" button will open the Community page

Step 2:

From this screen, you can choose the Templates. Divide into 3 types:

• Apps

• Chat

• Automation

And many categories like "Marketing", "Administration", "HR/Hiring", ...

Step 3:

Click on the Template card

Step 4:

At the template detail, you can:

• Clone to workspace

• Copy link

• View the description

Step 5:

Click the button "Clone to workspace"

The template will be cloned to your Workspace. You can use or customize before use

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3. Opening an existing flow

You can view your flows in 3 types:

• Automation

• Apps

• AI Agents & Chatbots

1. Automation

Click the menu "Flow" on the sidebar

On the "Flows" page, select the tab "Automation."

2. Apps

Click the menu "Flow" on the sidebar

On the "Flows" page, select the tab "Apps"

You can view the status of the App:

• Published

• Draft

3. AI Agents & Chatbots

Click the menu "Flow" on the sidebar

On the "Flows" page, select the tab "Chats."

You can view the status of the AI Agents & Chatbots:

• Published

• Draft