Build a flow in the Chatbot Builder

Triggers, steps, going live, testing on your own number, and the limits.

Updated 29 October 2026

A flow is a scripted conversation: a trigger, a few steps, an end. Flows run before the AI agent, so a message that matches a flow never reaches the agent. They are included in the Growth and Enterprise plans and in the trial.

Starting one

Open Chatbot Builder. "Templates" offers ready-made flows: Where is my order, Welcome menu for new customers, Show the catalogue, Return or exchange request, Take a food order. "New flow" starts blank.

Triggers

  • "Message Received": any message that no other flow claims.
  • "Keyword Match": the message contains the keyword anywhere, in any case. Keyword flows are checked before catch-all flows.
  • "New Customer": the first message of a conversation.

Steps

  • Messages: Send Text, Send Buttons (up to 3), Media + Buttons, Send List, Send Image, Send Video, Send Document, Send Catalog.
  • Conditions: If/Else, Button Response, Contains Keyword.
  • Actions: Track Order, Set Variable, Add Tag, HTTP Request, Go to Flow.
  • Waits: Wait Time, up to 5 minutes.
  • Endings: End Flow and Transfer to Agent both stop the flow; the conversation stays in the inbox for your team.

Going live

Save first, then "Test on a number" sends the flow to a number of yours. The "Live/Paused" switch in the top bar decides whether it runs; the toast confirms "Saved and live" or "Saved as paused". The list page lets you switch a flow on or off, and the builder offers "Duplicate flow" and "Delete flow".

A flow run stops after 50 steps, and an HTTP Request step gives up after 5 seconds. On a number linked by QR code, buttons and lists arrive as numbered text menus.

Still stuck?

Write to us on WhatsApp at +92 333 3437456 or email support@connectifycrm.online. The contact page has the rest.