Skip to main content

​
What it’s for

A Flow does by itself what you would do by hand: reply, tag, create a task, move on the Kanban, and notify the team. It starts with a trigger (something that happens, like “Message received”) and follows a path of blocks. It appears if the agency has enabled the Flows module for the organization. Without the module, the screen shows the module-not-enabled notice.

​
Who can do it

  • Owner and Admin create, edit, activate, duplicate, delete, and publish flows.
  • Supervisor opens the editor in read-only mode and can test and run for a contact.
  • The other roles don’t edit. Anyone with the Flows menu hidden can’t open the screen.

​
Where to click

In the menu, open Flows. The screen has three tabs:
  • Recipes: ready-made automations to turn on.
  • My flows: your flows, with the status of each.
  • Executions: every time a flow ran.

​
Step by step

1

Have a WhatsApp linked

Without WhatsApp, the screen warns: “You don’t have any WhatsApp linked to this account yet.” Connect one in Settings › Channels.
2

Start with a recipe

The easiest way. See How to create a flow from a recipe.
3

Or build from scratch

In My flows, click Create flow and follow Flow editor.
4

Follow the results

See the outcome in Executions. See Flow executions and errors.

​
What happens next

In My flows, each flow appears as Active, Inactive, or Draft, with the number of executions, the last execution (or “never ran”), and the success rate. Use the search and the All, Active, Inactive, and Trigger filters. A trigger the system doesn’t recognize appears as Other trigger. The Hand over to a person block hands the chat to an agent or a queue. The record shows who the chat went to and whether the message to the customer went out. The chat is handed over even when the message doesn’t go out, for example on Official WhatsApp with the 24-hour window closed or when the contact is on the blocklist. Flows with a Webhook require a secret. Whoever calls it must send the X-Webhook-Secret header. Without it, the call gets a 401 error.

​
Common errors

  • Failed to load flows. Try again in a moment.
  • No flow found for “text”. Change the search or click Clear filters.
  • Pick a WhatsApp to manage its flows. Choose the number in the screen’s selector.
  • We didn’t save: N fields with errors. In a Hand over to a person block, the chosen person or queue no longer exists. Use Go to block and choose another.
  • No connection. The flow was tied to a connection that was deleted. See Flow editor.

​
Next step