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Automation

Build flows that react to customers and events, and set up AI agents, knowledge, credentials and inbound webhooks.

  1. Flows overviewWhat an automation flow is, how the Flows list reads, and what Draft, Live and Unpublished mean.
  2. Build a flowCreate a flow, add and connect steps on the canvas, set each step up, declare variables and use the builder's keyboard shortcuts.
  3. Flow steps referenceEvery trigger and step the flow builder offers, what each one does, its settings and the exits it leaves by.
  4. Test and publish a flowCheck a draft for problems, test it safely against one contact, publish it so it starts real runs, and unpublish it.
  5. Flow runs and versionsFollow every run of a flow, see what each step did, start or cancel runs, and look at past versions and how many runs reached each step.
  6. Flows and WhatsApp numbersWhich WhatsApp numbers start a flow, which number a flow's messages are sent from, and how to set both when you have more than one number.
  7. Inbound webhooksCreate an address your own systems can post to, sign each delivery with its secret, and use it to start a flow with the Webhook received trigger.
  8. CredentialsStore the tokens, API keys and passwords that HTTP request and webhook steps, and AI agent tools, use to sign in to your own systems.
  9. AI agents overviewWhat an AI agent is, how it reaches customers through a flow, and how agents, knowledge bases and intents fit together.
  10. Build an AI agentCreate an AI agent, write its instructions, give it knowledge, tools and confidence rules, test it, publish it and put it in a flow.
  11. Knowledge basesCreate knowledge bases, add documents and web pages as sources, follow their indexing status, update them with new versions and read the citations answers give.
  12. IntentsDefine the intents a customer message can be read as, so flows can start on them and AI agents can be limited to some.

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