Building AI Flows

Understanding Flow Campaigns

A flow campaign combines a visual workflow (the "flow") with communication channels and a dataset of contacts. Campaigns can use multiple channels simultaneously for true multichannel outreach.

Multichannel Support

Creating a New Campaign

Steps:

1. Navigate to AI Flows from the sidebar
2. Click "Create Campaign" button
3. Enter a campaign name and description
4. Set the start and end dates (optional)
5. Click "Create" to save and open the campaign

Building the Flow

The flow builder provides a visual canvas where you drag and connect steps to define your campaign logic.

Available Step Types

Connecting Steps

1. Drag a step from the palette onto the canvas
2. Click the output port (circle) of one step
3. Drag to the input port of the next step
4. Configure each step by clicking on it

Configuring WhatsApp Channel

To use WhatsApp in your campaign, you need to assign a WhatsApp channel and configure your message templates.

Assigning the Channel:

1. Open your campaign and go to the Channels tab
2. Click "Add Channel"
3. Select WhatsApp as the channel type
4. Choose an available WhatsApp Business number
5. Save the channel assignment

Configuring a SendMessage Step:

• Channel: Select your assigned WhatsApp channel
• Message: Write your message text
• Variables: Use {{column_name}} to insert data from your dataset

Configuring Voice Channel

Voice campaigns use AI-powered calls with natural language conversation capabilities. Configure your voice channel and customize the AI behavior.

Assigning the Channel:

1. Open your campaign and go to the Channels tab
2. Click "Add Channel"
3. Select Voice as the channel type
4. Choose an available DID (phone number)
5. Save the channel assignment

Configuring a VoiceCall Step:

Uploading Your Dataset

The dataset contains your contact list and any data you want to use in your messages or as context for AI conversations.

Steps:

1. Go to the Datasets tab in your campaign
2. Click "Upload Dataset"
3. Select a CSV file from your computer
4. Map the Phone Number column (required)
5. Optionally map identifier, name, and email columns
6. Set the default country code if phone numbers don't include it
7. Click "Process" to upload

CSV Format Example:

phone,name,company,appointment_date
+56912345678,Juan Garcia,Acme Corp,2024-03-15
+56987654321,Maria Lopez,Tech Inc,2024-03-16

Running the Campaign

Once your flow, channels, and dataset are configured, you can execute the campaign.

Pre-Execution Checklist:

• Flow has all required steps configured
• At least one channel is assigned
• Dataset is uploaded and processed
• Campaign status is "Active"

To Execute:

1. Go to the Execution tab
2. Select the dataset to process
3. Review execution settings (batch size, delays)
4. Click "Start Execution"
5. Monitor progress in real-time

Viewing Reports

After execution, access detailed reports to analyze campaign performance by channel.

Deep Dive Guides

Explore detailed documentation for each aspect of AI Flows: