Starting a Flow

A flow can be started in one of a many ways: You can manually start a flow at any time via the “Start Flow” box in the flow editor. You can check the “_Restart contacts who have already entered this flow”_ setting to send to contacts who have already received a message from your flow. […]

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Starting another Flow

Use the Enter another Flow action to move your contacts from one flow to another from within a flow. Once a contact passes through this node, they will be removed from the current flow and start another. In the example below, we’re directing contacts from a “Registration” flow to a different flow titled “Create New Patient” where […]

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Background Flows

Contacts can only be active in one Messaging flow at a time, but what if you want to send a flow that can perform actions that do not require a response from the contact? You can do this with a Background flow. Using Background flows comes in handy when you need to perform additional actions upon a […]

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Flow Types

We provide three flow types that are made available depending on the capabilities of the channel you’ve connected to your account. Messaging workflows are applied to SMS and social media channels, as well as our Surveyor applications, while voice workflows differ in structure. Flow type is chosen when creating a flow: Messaging Messaging is the default flow type, as every […]

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Calling a Webhook

In the example above, we’re asking contacts to send their name, which will look up their PID using a webhook with Airtable. Webhooks simply POST flow data structured as JSON to an external service every time a contact reaches a Call Webhook action. When a contact reaches this node, we’ll call the URL you’ve configured, passing it all […]

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Configuring a Webhook with Airtable

Airtable enables you to build and organize databases for just about any project you could imagine. The basic version is totally free to use and allows for real time collaboration with team members, making it an ideal data organization tool.    In the example below, we’re using the Call Webhook action in a flow to look up sales […]

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Contact Variables

@contact – references the contact receiving the message. This is the active contact – the person whose responses are being handled by the workflow. When using the Send a Message to Someone Else action, @contact refers to the contact or group of contacts to which the message is being sent. Each extension, e.g. @contact.name or @contact.fields.fieldname_, references a specific contact field. @contact – The […]

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Adding Classifiers to a Flow

Classifiers let you interpret words and phrases into intents you can act on. Various services let you train your own classifier which you can then use in your flows to draw meaning from the unstructured text contacts send you. We support the following classifier platforms: Wit.ai is a Facebook owned natural language platform that supports up […]

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