Workflow

Streamline your chatbot interactions with Flexito's powerful workflow automation. Effortlessly manage backend tasks like tagging, custom field updates, and CRM integration, ensuring a seamless user experience without interruptions.

A workflow acts as a backend process where you can automate tasks such as adding or removing tags, setting custom field variables, and making external API calls.

This ensures that your conversation with the subscriber remains smooth and uninterrupted, as it eliminates the need to pause for these actions to be applied.

How to Create a Workflow

To start creating a workflow, navigate to the flow overview by selecting 'Flows' from the left-hand menu.

Next, click the '+ New Sub Flow' button.

Choose the workflow flow type and assign it a name. Once you've done this, click the 'Create' button to begin setting up your workflow.

After creating your flow and entering the flow builder, you'll notice fewer blocks available compared to a regular or function flow.

The available blocks include:

• Action

• Condition

• Split

• Send Email

This type of flow is designed for backend processes, which you can trigger from any other flow within your chatbot to manage system tasks like adding tags, setting custom fields, and sending emails.

Example of a Workflow

Here's an example of how you can utilise a workflow.

Suppose a user signs up with an email or phone number, and you want to sync this data with your preferred CRM platform.

Once you've obtained the user's credentials, you can make an API call using the external request block within the action module.

You may also want to tag the user in the chatbot to indicate they've completed the onboarding step. After this, send an email notification to an admin to inform them that a new lead has been created for follow-up.

A workflow for this scenario might look like this:

If you included this process in the flow with the actual conversation, it could cause delays, as the conversation might pause for several seconds to complete these system tasks. This could lead to losing the user if they think the conversation has ended.

How to Trigger a Workflow

Triggering the workflow within any other flow you build is straightforward.

Simply insert an action block, navigate to advanced actions, and select 'trigger workflow' at the bottom.

You can then choose any workflow you've created. This workflow will run in the backend, allowing the conversation with the user to continue smoothly without any delay.