A Quickstart Guide

The fastest way to get a working flow is to describe it and let the AI Flow Builder build it!

1. On the flow builder landing page, describe what you want

  1. Type what you're trying to build in plain language, the more detail, the better, for example:

"I want to build an incident report flow. The flow should ask about the issue, and the urgency and post the information into the channel “incidents” as well as sending a message to the manager of the store."

See AI Builder Best Practices for how to get the best results from this step, and how to keep refining with follow-up prompts.

2. Connect your flow

Every flow sends and receives messages as a specific Flow user — the identity (flow/user account) that shows up in chat when the flow talks to someone. Each flow has its own client identity rather than messages appearing to come from a generic system account.

  1. Click Create new Flow User…
  2. Choose a first and last name for your flow that helps your team understand what it does eg. Orville Onboarder

Each “Flow user” is a new API client. You must be an admin to create a new “flow user” or API client.

3. Build and edit

  1. Use the canvas to review what the AI built.
  2. Check you have a trigger node set up. This could be a keyword, schedule (broadcast) or channel trigger.
  3. Use the AI assistant or click around the canvas to edit and continue building.

4. Double-check your routing

  1. Confirm your flow is one clean, reachable path from Start through to wherever it should end.
  2. Use the AI assistant to fix any loose ends, unreachable steps, or missing connections — these will surface as validation errors before you can publish.

5. Publish

  1. Once you're happy, click Publish. See Publishing Flows for what happens next, and how to view past versions.

Related articles: AI Builder Best Practices, Navigating the Canvas, Publishing Flows, The Flow Client


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