Configuring and Managing Conversation Flow Builder

Steps to Create Conversation Flow Use Case

1. In the navigation bar, click on Automation Use Case.

   

2. Click the Create New button on the Automation page.

   

3. In the modal, select Conversation Flow.

   

4. Select the CRM, channel, and sender ID where you want to capture the leads.

   

5. We are creating a flow to capture a lead. On the canvas, click the Add Flow Node button to create a lead capture flow.

   

6. Select text from the drop-down menu that appears.

   

7. In the modal, type your message in the Message Content section.

   

8. Toggle the switch to enable Save User Response to CRM.

   

9. Choose Contacts from the drop-down under the Object field.

   

10. Select the field name from the field drop-down where you want to save the response provided by the user.

    

11. Click the Save button in the modal to save your changes.

    

12. Configure fields such as first name, last name, and mobile number in the node for lead capture.

    

13. Click the Save button in the top-right corner of the page.

    

14. In the confirmation modal, click the Save button to confirm your changes.

    

15. After saving, click the Activate button in the top-right corner.

    

16. In the confirmation modal, click OK to proceed with activation.

    

17. In the Automation Use Case section, click the Back button in the navigation bar.

    

18. Click on the Activity Log tab in the Automation section.

    

19. In the Activity Log, verify that the lead capture flow has been executed successfully.

    

20. Expand the details of the selected automation entry for further information.