Flow Builder Overview

1 Channels, Sub Flow and Step
1.1 Channels
1.2 Sub Flow Type
1.3 Step Type
2 Flow Labels
2.1 Creating a Label and Assigning Color
2.2 Adding a Sub-Flow to a Label
2.3 Accessing Sub-Flows by Labels
2.4 Managing Sub-Flows in Folders with Flow Labels
2.5 Bulk Actions for Flow Label Management

This section will give you an overall idea about how to use the NewAge AI flow builder. You can open a flow and try side by side when you learn it.

IMPORTANT - 💁 Please make sure you go through every detail on this page before you start building bots.

Channels, Sub Flow and Step

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Channels

To begin with, you need to create a channel. Currently, NewAge AI provides you with 17 types of channels:

Facebook

Instagram

Whatsapp Cloud

Tiktok

Slack

WeChat

SMS

RCS

Voice

Line

Viber

Vk

Intercom

JivoChat

ChatWoot

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Sub Flow Type

Flow consists of sub flows. There are 3 types of sub flow:

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Sub Flow Type - General flow for sending messages and other user interactions, most common type of flow used in automations

Function Flow - Used for processing repetitive tasks

Workflow - Used for processing background tasks and tasks that neccesarily dont need user interaction

Step Type

Sub Flow consists of steps. There are 8 types of steps:

Step

Send Message

Question

ask question and wait for user input

Action

process data and tasks via integrations, APIs, notifications...

Condition

go different steps depend on conditions

Split

go different steps depend on probability

Send Email

send full email instead of short email notification

Goto

jump to a step or sub flow rather than using a line connector

Output

define output for the function flow

The differences among different types of flow are Flow Setup, Send Message Step and Question Step. Each channel has its own limitation of message types. For example, you can display a product gallery in Facebook Messenger while the SMS channel doesn't support that.

Flow Labels

Introducing Flow Labels to enhance sub-flow management.

Flow Labels are designed to help users label and organize sub-flows within their Flow Builder. Each label is customizable with its own name and color, making it easier to visually distinguish different flow types.

This feature is especially useful for those managing multiple sub-flows, offering quick identification and filtering options to streamline workflow management.

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Creating a Label and Assigning Color

To create a label:

Go to the Flow Builder.
Enter the label's name.
Choose a color for the label.

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By assigning labels with different colors, organizing sub-flows becomes effortless. You can easily spot and manage them based on their assigned categories.

Adding a Sub-Flow to a Label

Adding a sub-flow to a label is simple:

Click on the vertical ellipsis (three dots) next to the sub-flow.
Select Manage Labels from the dropdown menu.
Add the sub-flow to your desired label.

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This process ensures that your sub-flows are neatly categorized under the appropriate labels.

Accessing Sub-Flows by Labels

When it comes to filtering sub-flows by labels, you have two options:

All Selected Labels: This filter will display only the sub-flows that contain all of the labels you select.

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Any Selected Labels: This option shows all sub-flows that have at least one of the selected labels.

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Managing Sub-Flows in Folders with Flow Labels

When you first access your flows, all flows are displayed, including those inside folders and the Root directory.

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Once you apply a label filter:

Only the sub-flows that match the selected labels will be visible.
The unselected flows, both in the Root directory and inside folders, will be hidden from view.

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When you open a specific folder after applying a label filter:

Only the sub-flows with the chosen labels will be visible inside that folder.
All other sub-flows that do not match the label filter will remain hidden, even if they exist within the same folder.

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Bulk Actions for Flow Label Management

Flow Labels also offer bulk management capabilities. You can now:

Add or remove labels from multiple sub-flows at once
Move them into folders
Even delete sub-flows in bulk.

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