Build a workflow
Was this helpful?
Was this helpful?
A workflow refers to the steps your customers are guided through when engaging with your business. A workflow can range from a simple linear process to a complex network of flows interacting with one another and integrating with 3rd party applications.
There are also that Clickatell can assist you in setting up. These flows are not user-facing, and they are indicated by a yellow icon in the list of flows. They get triggered by an incoming payload and let you initiate engagement with your customers by sending a pre-approved WhatsApp template (using the node), prompting them to take action and trigger a standard workflow.
Learn more:
Your workflow is built up of individual steps called nodes. Workflow nodes can be found on separate tabs in the panel on the right of your canvas.
These nodes define the interaction between the end-user and the Chat Flow application. Customers see these nodes.
Action nodes define the various internal processes that can be carried out by the Chat Flow platform. Customers do not see these nodes.
All action nodes return either a YES or NO response based on the success of the operation carried out. You can define what action should follow in each case - the customer is either directed to another step in the same workflow, or another workflow is triggered.
You can integrate your Chat Flow application with various 3rd-party applications. Integration nodes are added to the workflow to call a specific API to receive/send information from/to the 3rd-party application. Customers do not see these nodes.
Currently, we support the following 3rd-party apps:
Salesforce
Shopify
Zendesk Sell
Zendesk Support
The different types of user-facing nodes are described in the section of this user guide.
The different types of Action nodes are described in the section of this user guide.
The different types of Integration nodes are described in the section of this user guide.
Note that only integrations that have been are shown and available to select from.
