Chat Flow User Guide
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5.52.0
5.52.0
  • 🏠Return to Home Page
  • 🔎Overview
    • Chat Flow Overview
    • Quick Start
  • 🪛Configuration
    • Access Chat Flow
    • Configure a route
    • Add an API integration
    • Set up keywords
    • Set up session timeout events
    • Manage your workflow assets
  • ✅Channel Capabilities
    • Configure channel display type
    • Use WhatsApp with Chat Flow
      • Initiate WhatsApp conversations
      • Send WhatsApp message templates
      • WhatsApp Interactive Messages
      • WhatsApp Commerce Messages
    • Use Apple Messaging for Business with Chat Flow
      • Apple Interactive Messages
      • Apple User-Facing Nodes
  • 🔃Workflow management
    • Build a workflow
      • Add a workflow
      • Delete and restore nodes
      • Repeat a step in a workflow
      • Dynamic API Workflows
    • Edit/delete a workflow
    • Search, Find & Replace in a workflow
    • Duplicate, rename, or move a workflow
    • Preview workflows
      • Preview flow on different channels
      • Preview logs
    • Approve and deploy workflows
      • View flow details
      • Submit a workflow for approval
      • Approve/decline a workflow
      • Deploy a workflow to production
  • 😎User-Facing Nodes
    • Display nodes
      • Contact Sending
      • External Link
      • Location sharing
      • Media
      • OTP Menu
      • Rich Link
      • Text Display
    • Product nodes
      • Clickatell AI node
      • Chat Desk node
    • Input nodes
      • Contact Receiving
      • OAuth Request
      • Request Input
      • Send Form
      • Time Picker
    • Commerce
      • Chat 2 Pay
      • Multi Product
    • Branch/logic split
      • Dynamic List
        • Apply patterns, custom indexes, filtering, and exclusions
      • Menu
      • Multiple Choice Input
  • 🎬Action Nodes
    • API Integration node
    • Calculate
    • Date Format
    • Display List
    • Encrypt
    • Is Empty
    • Is Null
    • Number Format
    • Regular Expression
    • Remap
    • Send Template
    • Set Variable
    • Switch Case
    • Wait For Callback
    • Opt-Out nodes
  • 🔗Integrations
    • Integration nodes
  • 🔡Variable management
  • Using system variables
  • Referring to variables
  • 📊Reporting & Analytics
    • Analytics Settings
    • Collections & reporting labels
    • Clickatell Portal Reports
  • ❗System error codes
    • System Error Codes
  • 💡Help & Information
    • What's New? 🎈
    • Release Notes
    • FAQs
    • Return to Home Page
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  1. Workflow management
  2. Build a workflow

Add a workflow

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The same workflow can be deployed across the multiple channels available on Chat Flow, i.e. USSD, WhatsApp, and SMS. There is no need to create a separate flow for each channel.

Add a new workflow to your account

  1. Select + Create New Flow from the panel on the left. A flow called [New Flow] appears at the top of your list of flows. A Start node and arrow will automatically appear on your canvas as the starting point for your flow.

    • Alternatively, you can click on the + in the placeholder node to bring up a node menu.

  • Remember to save your changes to each node.

  1. Repeat this process as required to build out your workflow.

  2. Click Save Flow in the top left of your canvas.

Build out your workflow by dragging-and-dropping from the panel on the right onto the dotted placeholder node.

Select a on the canvas to configure/edit it in a panel on the right.

This button is enabled when at least one has been added and saved.

When saving your flow for the first time, you have to enter the name of our flow. You can your flow again at a later stage.

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