Product · Flow Builder

Visual Flow Builder for WhatsApp automation

Design journeys with triggers, conditions, AI replies, waits, CRM updates and agent handoff — on a canvas your marketing and ops teams can actually ship.

Interactive simulation

Watch a flow execute step by step

Frontend-only demo of a lead-qualification flow. Not connected to a live API.

Scenario: New WhatsApp message → Qualify → CRM → Agent
Trigger WhatsApp Message Any inbound message
Condition Intent check Contains “price” / “demo”?
AI
AI Generate reply From knowledge base
💬
Send message Ask for company size Interactive buttons
Wait Await reply Timeout 24h → exit
CRM
Action Update CRM Stage → Qualified
👤
Handover Assign to sales Shared inbox + note
Execution log
    Building blocks

    Nodes you can connect on the canvas

    Trigger

    WhatsApp message, keyword, button, webhook, schedule or CRM stage change.

    Condition

    Branch on tags, attributes, time window or previous reply.

    Send message

    Text, media, buttons, lists and approved templates.

    AI step

    Generate or classify using your knowledge base and guardrails.

    Wait

    Pause for a reply or a fixed delay before the next step.

    CRM action

    Update stage, owner, tags or custom fields.

    Assign agent

    Route to a team, skill or specific inbox owner.

    Webhook / API

    Call your backend or third-party tools mid-flow.

    Use cases

    Flows teams ship in days, not sprints

    Lead qualification

    Ask intent and size, tag the contact, push to CRM, then assign sales.

    Cart recovery

    Timed sequences after abandon events from Shopify or webhooks.

    Appointment booking

    Offer slots, confirm, create calendar events and send reminders.

    Support deflection

    Answer FAQs with AI or rules; escalate with full transcript.

    Onboarding

    Guide new users through activation steps on WhatsApp.

    Feedback loops

    Post-resolution CSAT and follow-ups without manual messaging.

    Related: AI Chatbot · Automation · CRM · WhatsApp API

    FAQ

    Flow Builder questions

    Most journeys are visual. Engineers are optional for advanced webhooks and custom API actions.
    Yes. At any step assign to a human, open a ticket, or notify a team — with full conversation context.
    Primary flows run on WhatsApp; many patterns also work across Instagram and Messenger on HelloBotz.
    Yes. Preview and test flows before publishing to production numbers.
    Mix free-form session messages with Meta-approved templates inside the same journey.

    Ship automation your team can own

    Visual flows on Official WhatsApp API — with AI, CRM and human handover built in.

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