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Get started

  • Intro to flows
  • Tutorial - Create a flow for live support
  • Tutorial - Create a flow for troubleshooting
  • Tutorial - Create a flow for FAQs

Learn more

  • Understand the types of nodes
  • Working with symptoms and solutions
  • Working with backtracks and choice lists
  • Understand potential solutions
  • Understand escalation
  • Understand search
  • Understand step-by-step guides
  • Understand canvas notes
  • Understand form data
  • Understand markup
  • Understand secrets
  • Understand flow components
  • Understand conditions
  • Understand translations
  • Understand flow feedback
  • Best practices for writing flows

How-to guides

  • Preview nodes and flows
  • Embed images and files
  • Embed videos
  • Receive conversation transcript emails
  • Set a flow image
  • Work with step-by-step guides
  • Add canvas notes
  • Copy and paste nodes
  • Create and embed flow components
  • Work with conditions
  • Configure flow feedback
  • View and manage flow feedback
  • Export, import, and copy flows
  • Set flow visibility
  • Manage translations
  • Create a live support node
  • Create an external API node
  • Start the user on different nodes based on the embedding page
  • Dynamically populate a choice list form field

Reference

  • Text formatting
  • Live support settings
  • Actions settings
  • External API settings
  • Form field types
  • Reserved form data
  • Markup expressions and operators
  • Supported languages
  • Glossary of terms

Tutorial - Create a flow for live support

This tutorial will step you through creating a simple flow that leads directly to live support. It is expected to take less than five minutes.

You will need:

  • An account with the "modify flows" permission.

Create a flow from the "Live support" template

  1. Navigate to the assistant builder by clicking the hamburger menu in the top left and selecting "Assistant builder".
  2. Click the "CREATE A FLOW" button.

Flows list displaying "CREATE A FLOW" button

  1. Click "Choose a template".

Auto-generate a flow or start from a template

  1. Select the "Live support" template.

Flow template dialog with "Live support" selected

  1. Click "CREATE FLOW". This will create a new flow in your organization based on the "Live support" template and open it for editing.

Live support flowchart

  1. Click the settings icon in the top right toolbar to open the flow settings panel.

Flow settings panel

  1. Specify a relevant name such as "Live support".
  2. Click the "PUBLISH" button in the top right toolbar to publish your new flow.

You now have a simple flow that goes directly to live support. Flows are powerful and you can create additional and more complex ones, but that is beyond the scope of this tutorial. See Intro to flows for more information.

Configure live support settings

A flow created from the "Live support" template uses default settings for live support. You can change these settings as appropriate for your team by editing the live support step.

Click the live support step to edit it.

Edit step panel

For a detailed explanation of the settings and how they work, see Live support settings.

Add the assistant to your website

The assistant is the easiest way for users to access your flows, so if you haven't yet added it to your website you can do so now. See Add the assistant to your website.

You may also wish to customize the assistant's appearance.

Last updated on 2/25/2022
← Intro to flowsTutorial - Create a flow for troubleshooting →
  • Create a flow from the "Live support" template
  • Configure live support settings
  • Add the assistant to your website
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