Conversation AI Flow Builder: Setup Guide

Overview

The Conversation AI Flow Builder provides a visual interface for designing bot conversation logic. Unlike the Automation Workflow builder, it functions differently in several important ways.

Access & Initial Setup

Navigate to AI Agents > Conversation AI > Create Bot > Create New Bot (Flow Based Builder). Begin by configuring bot settings: naming the bot, setting status to Auto Pilot, selecting communication channels (SMS, Instagram, Facebook, etc.), and setting max messages to approximately 100 for longer conversations.

Bot Goals Configuration

Establish the bot's personality through:

• Tone selection - Choose keywords like "friendly" and "confident"
• Personality description - Define style using merge fields (e.g., "You are a bot for {{ai.business_name}}")
• Intent specification - Describe conversation goals with context
• Business context - Provide communication examples and guidelines
• Unique conditions - Configure stop triggers, human handover protocols, and appointment options

Flow Builder Interface

The Flow Based Builder displays "Back to Conversation AI" and "Test Bot" instead of "Workflow." The default trigger is Chat Initiated, which is the only way to start the flow. END nodes indicate objective completion rather than conversation termination.

AI Actions Available

1. Capture Information (Qualify) - Loops autonomously until objectives are met, with options for maximum attempts and field updates
2. Book Appointment - Will loop attempting to meet its objective of booking an appointment using multiple messages unless there is a clear exit criteria
3. End Conversation - Definitively terminates the chat with optional reactivation scheduling
4. AI Splitter - Analyzes collected information to branch logic without sending messages
5. AI Message - Generates context-aware responses based on prompts