Flow steps

All articles in this section

• Flow steps and connectionsThe 21 step types that make up an automation, the outputs each step has, how those outputs are wired together, and what the pre-publish check looks for.
• The Start stepThe step that holds the events which start a flow; adding triggers, channel scope, how triggers interrupt one another, and the setup mistakes that keep a flow from ever running.
• The Message stepThe most used step in any flow: text, buttons, text variants, waiting for a typed reply, the reply time limit and the pre-send pause, field by field.
• The Comment reply stepThe step that writes a public reply under the comment that started the flow: the text pool, the 2,200-character limit, the per-run writing allowance and the cases where the step is skipped.
• The Card stepThe step that sends a single card made of an image, a title, a subtitle and up to three buttons: button kinds, how it looks on each channel, its limits and the common mistakes.
• The Gallery stepThe step that sends up to 10 swipeable cards: the order you add them in, how the two channels differ, how the outputs are spread across cards, and the common mistakes.
• The Media stepThe step that sends an image, video, audio file or document: the address rule, how the caption differs between channels, the file name, and what happens when the send fails.
• The List stepThe step that sends WhatsApp's tappable option list: header, body, footer, list button and rows, what it becomes on Instagram, and the limits.
• The Template stepThe step that sends a Meta-approved WhatsApp template: picking the template, filling in its values, the header file, and the only way out of the 24-hour rule.
• The Collect information stepThe step that asks a question, validates the answer and writes it to the contact card: the six answer formats, the retry allowance, the reply window and how to wire up the three outputs.
• The AI stepThe step that talks to people or writes a single reply from your instruction: chat and reply modes, the information it collects, the turn limit, reading images and video, the target, and credits.
• The Try it on stepThe step that puts your product onto the photo somebody sends: choosing the product image, the nine product kinds, the ready-made prompt, the waiting and retry settings, the three outputs and the limits.
• The Condition stepThe step that splits a flow into True and False: the sixteen rule kinds, the rules filtered out per channel, the loop warnings, and where the step sits in a flow.
• The Random split stepThe A/B testing step that divides people into branches by weight: adding branches, how weights become percentages, how it behaves in the simulator, and how to read the results.
• The Wait stepThe step that pauses a flow for a set time: the amount and unit settings, its relationship with the 24-hour window, its role in breaking loops, and how it resets the consecutive-send counter.
• The Action stepThe step that handles tags, fields, assignment, status, sequences and comment moderation: the thirteen action kinds, why order matters, how handover ends the flow, and what the check looks at.
• The Conversion stepThe step that records outcomes such as a sale, a booking or a sign-up: the name, amount and currency fields, how the amount is read, and where conversions show up.
• The Send email stepThe step that sends an email from inside a flow to the team, the contact or an address you type: the three recipient kinds, the subject and body fields, placeholders, and what to do when email does not arrive.
• The External request stepThe step that calls another system over HTTP: setting it up with a connection or a full URL, headers, body, response mappings, branches by response, timeout and retry settings, the Try it panel and the security limits.