Introduction to Workflow Builder

Welcome to the Workflow Builder, a powerful no-code tool that allows you to design automated customer experiences on WhatsApp without writing a single line of code.

How it Works

The builder uses a simple “Drag and Drop” interface. You visualize your customer’s journey as a map, connecting different steps together to create a seamless conversation.

Core Concepts

1. The Canvas: This is your infinite workspace. You can drag the screen to move around and zoom in or out to see your entire flow at once.
2. Nodes (Blocks): These represent the specific actions in your automation, such as “Send Message,” “Wait,” or “Save Data.”
3. Connectors: These are the lines that connect your nodes. They determine the order of events and which path a user takes based on their choices.

Flow Settings

Before you start adding blocks, you will see the Base Flow Configuration panel. This defines the identity of your automation.

• Name: Give your flow a recognizable internal name so you can find it later.
• Description: Add a short note about what this flow does (e.g., “Main Menu for Black Friday Sales”).
• Active Status: This toggle determines if the flow is live.
  • ON: The flow handles live traffic.
  • OFF: The flow is disabled and will not trigger, even if a user sends the correct keyword.

Building Your First Flow

To get started, explore the block types in the documentation menu:

• Starting the Flow: Learn how to set up the entry point.
• Messages & Chat: Configure what the user sees (Text, Images, Questions).
• Logic & Control: Make your flow “think” with decisions and delays.