Build Your First Workflow

In this guide, you’ll create a simple automation that replies to incoming WhatsApp messages with a welcome message. This takes about 5 minutes.

Create a New Flow

1. In the sidebar, click Workflows
2. Click the + button to create a new flow
3. Give your flow a name (e.g., “Welcome Message”)
4. You’ll land on the visual canvas where you’ll build your automation

Add a Trigger

Every workflow starts with a Trigger — it defines when your automation runs.

1. You’ll see a Trigger block on the canvas. Click on it to configure it.
2. Set the trigger type to listen for incoming WhatsApp messages
3. Under Conditions, choose how to match messages:
   • Equals — Exact match (e.g., “hi”)
   • Contains — Partial match (e.g., any message containing “help”)
   • Regex — Pattern match for advanced use
4. Add a condition like: Contains → hello
5. Set a Default path for messages that don’t match any condition

Add a Send Message Block

1. From the block menu, drag a Send Message block onto the canvas
2. Connect the Trigger’s output to the Send Message block
3. Click on the Send Message block to configure it
4. Type your welcome message, for example:

   “Hi there! Welcome to our business. How can we help you today?”

5. You can add media (images, documents) to the message if needed

Activate Your Flow

1. In the flow settings panel, toggle Active Status to ON
2. Your workflow is now live

Test It

1. Open WhatsApp on your phone
2. Send “hello” to your connected business number
3. You should receive your automated welcome message back

What’s Next?

Now that you have a working workflow, explore more powerful blocks:

• Ask a Question — Capture user input and save it to a variable
• Logic & Flow Control — Add conditions, switches, and branching
• Transfer to Agent — Hand off to a live agent when the bot can’t help
• Rules & Limits — Understand the 20-second execution limit and other constraints