> For clean Markdown of any page, append .md to the page URL.
> For a complete documentation index, see https://docs.conversive.ai/llms.txt.
> For AI client integration (Claude Code, Cursor, etc.), connect to the MCP server at https://docs.conversive.ai/_mcp/server.

# Configuring and Managing Conversation Flow Builder

## Steps to Create Conversation Flow Use Case

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

   ![](https://files.buildwithfern.com/visual-editor-images/docs.conversive.ai/2026-10-13T06:58:45.801Z/automation/create-automation-usecases/conversation-flow/configuring-and-managing-conversation-flow-builder/Screenshot_2026-10-13_at_11.27.16.png)

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

   ![](https://files.buildwithfern.com/visual-editor-images/docs.conversive.ai/2026-10-13T06:59:05.908Z/automation/create-automation-usecases/conversation-flow/configuring-and-managing-conversation-flow-builder/Screenshot_2026-10-13_at_11.28.51.png)

3. In the modal, select **Conversation Flow**.

   ![](https://files.buildwithfern.com/visual-editor-images/docs.conversive.ai/2026-10-13T06:59:44.550Z/automation/create-automation-usecases/conversation-flow/configuring-and-managing-conversation-flow-builder/Screenshot_2026-10-13_at_11.30.31.png)

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

   ![](https://files.buildwithfern.com/visual-editor-images/docs.conversive.ai/2026-10-13T07:00:09.507Z/automation/create-automation-usecases/conversation-flow/configuring-and-managing-conversation-flow-builder/Screenshot_2026-10-13_at_11.34.59.png)

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.

   ![](https://files.buildwithfern.com/visual-editor-images/docs.conversive.ai/2026-10-13T07:00:28.459Z/automation/create-automation-usecases/conversation-flow/configuring-and-managing-conversation-flow-builder/Screenshot_2026-10-13_at_11.41.46.png)

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

   ![](https://files.buildwithfern.com/visual-editor-images/docs.conversive.ai/2026-10-13T07:01:21.935Z/automation/create-automation-usecases/conversation-flow/configuring-and-managing-conversation-flow-builder/Screenshot_2026-10-13_at_11.43.18.png)

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

   ![](https://files.buildwithfern.com/visual-editor-images/docs.conversive.ai/2026-10-13T07:01:54.840Z/automation/create-automation-usecases/conversation-flow/configuring-and-managing-conversation-flow-builder/Screenshot_2026-10-13_at_11.47.49.png)![](https://files.buildwithfern.com/visual-editor-images/docs.conversive.ai/2026-10-13T07:02:12.187Z/automation/create-automation-usecases/conversation-flow/configuring-and-managing-conversation-flow-builder/Screenshot_2026-10-13_at_11.45.22.png)

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

   ![](https://files.buildwithfern.com/visual-editor-images/docs.conversive.ai/2026-10-13T07:02:35.106Z/automation/create-automation-usecases/conversation-flow/configuring-and-managing-conversation-flow-builder/Screenshot_2026-10-13_at_11.50.37.png)

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

   ![](https://files.buildwithfern.com/visual-editor-images/docs.conversive.ai/2026-10-13T07:02:56.848Z/automation/create-automation-usecases/conversation-flow/configuring-and-managing-conversation-flow-builder/Screenshot_2026-10-13_at_11.52.26.png)

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

    ![](https://files.buildwithfern.com/visual-editor-images/docs.conversive.ai/2026-10-13T07:03:14.897Z/automation/create-automation-usecases/conversation-flow/configuring-and-managing-conversation-flow-builder/Screenshot_2026-10-13_at_11.54.06.png)

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

    ![](https://files.buildwithfern.com/visual-editor-images/docs.conversive.ai/2026-10-13T07:03:33.782Z/automation/create-automation-usecases/conversation-flow/configuring-and-managing-conversation-flow-builder/Screenshot_2026-10-13_at_11.55.09.png)

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

    ![](https://files.buildwithfern.com/visual-editor-images/docs.conversive.ai/2026-10-13T07:03:56.790Z/automation/create-automation-usecases/conversation-flow/configuring-and-managing-conversation-flow-builder/Screenshot_2026-10-13_at_11.57.08.png)

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

    ![](https://files.buildwithfern.com/visual-editor-images/docs.conversive.ai/2026-10-13T07:04:16.698Z/automation/create-automation-usecases/conversation-flow/configuring-and-managing-conversation-flow-builder/Screenshot_2026-10-13_at_11.58.29.png)

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

    ![](https://files.buildwithfern.com/visual-editor-images/docs.conversive.ai/2026-10-13T07:04:41.860Z/automation/create-automation-usecases/conversation-flow/configuring-and-managing-conversation-flow-builder/Screenshot_2026-10-13_at_11.59.54.png)

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

    ![](https://files.buildwithfern.com/visual-editor-images/docs.conversive.ai/2026-10-13T07:05:01.716Z/automation/create-automation-usecases/conversation-flow/configuring-and-managing-conversation-flow-builder/Screenshot_2026-10-13_at_12.01.14.png)

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

    ![](https://files.buildwithfern.com/visual-editor-images/docs.conversive.ai/2026-10-13T07:05:17.881Z/automation/create-automation-usecases/conversation-flow/configuring-and-managing-conversation-flow-builder/Screenshot_2026-10-13_at_12.02.16.png)

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

    ![](https://files.buildwithfern.com/visual-editor-images/docs.conversive.ai/2026-10-13T07:09:37.369Z/automation/create-automation-usecases/conversation-flow/configuring-and-managing-conversation-flow-builder/Screenshot_2026-10-13_at_11.27.16.png)

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

    ![](https://files.buildwithfern.com/visual-editor-images/docs.conversive.ai/2026-10-13T07:08:38.308Z/automation/create-automation-usecases/conversation-flow/configuring-and-managing-conversation-flow-builder/Screenshot_2026-10-13_at_12.37.39.png)

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

    ![](https://files.buildwithfern.com/visual-editor-images/docs.conversive.ai/2026-10-13T07:09:01.546Z/automation/create-automation-usecases/conversation-flow/configuring-and-managing-conversation-flow-builder/Screenshot_2026-10-13_at_12.38.01.png)![](https://files.buildwithfern.com/visual-editor-images/docs.conversive.ai/2026-10-13T07:09:16.193Z/automation/create-automation-usecases/conversation-flow/configuring-and-managing-conversation-flow-builder/Screenshot_2026-10-13_at_12.38.18.png)

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