What it is
Visual chatbot flow editor — drag nodes to build auto-replies, lead qualification, and handoff to agents.
Tenant menu: Automate → Automation builder
As a partner
Test every published flow with a real WhatsApp number before customer go-live.
Meta dependency: Outbound template nodes require approved templates. Session messages work within 24h customer window only. WABA must be connected.
Step-by-step (for your customers)
Create flow — name and description.
Entry trigger — Automation Entry (default), keyword, or CTWA welcome hook.
Add nodes (drag from palette):
Node Purpose
Send Message Text, media, or template
Quick Reply Button choices
Condition Branch on text, tag, field
Assign Agent Route to team member
Delay Wait before next step
API / Webhook Call external system
Connect edges between nodes — one output per path.
Publish flow — draft flows don't run.
Activate via Predefined actions or Keyword triggers.
Testing checklist
Send test message from personal WhatsApp
Verify each branch (yes/no quick replies)
Confirm agent handoff creates assignment in WA Chat
Template nodes use approved template names
Common mistakes
Mistake Fix
Unpublished flow Click Publish
Template in session node outside 24h Use template category correctly
Infinite loop Add exit or agent handoff
No default action Set flow in Predefined actions
Related
Predefined actions
Keyword triggers
Reply materials
Integrate WABA