Flows

A flow is a short conversation with buttons that guides a visitor — for example "Track my order", "Talk to sales", "Something else".

Steps

• Message with buttons — buttons can go to another step, open a link or open a help article.
• Question — ask for an email, phone, name or an attribute and save the answer.
• Hand to team — the conversation goes to your inbox.
• End.

When a flow starts

Triggers: time on page, a page view, a trackEvent event, or the start of a conversation. You can add page rules, choose the audience (everyone, leads, users or a segment) and how often it shows (once, daily, per visit, always).

While the flow runs

Conversations in a flow stay out of the inbox until they are handed over. If the visitor types a message or asks for the team, the flow hands over at once.

Stats

Each flow shows how many visitors started it, finished it and were handed to the team. Use the live preview in the editor to click through before you publish.