Flows

Flows let you define guided logic for a chatbot beyond a single free-form chat turn. Each chatbot can have multiple flows with statuses such as draft, published, and archived.

Where to find flows

Open Automation in the sidebar, then the Flows tab (the default tab). Flows are no longer a separate sidebar item—they live inside the Automation hub alongside Calendar, Database, and Integrations when those are available.

When to use flows

Use flows for repeatable journeys: qualification questions, troubleshooting trees, or scripted handoffs. Keep branching readable and test after publishing.

Lifecycle

Create a flow, edit it in the flow editor (/flows/{flowId}), then publish when ready. Archive flows you no longer want active but might reference later. Deletion may be available for permanent removal—confirm before deleting production flows.

Permissions

Managing flows requires settings-level access on that chatbot (typically owner or admin). Read-only team members may not see Automation unless they have calendar module access that grants Automation visibility.