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Conversational Flow agents give you complete control over conversation paths. Design visual workflows with nodes and branches, ensuring callers get exactly the experience you intend.
[IMAGE: Visual workflow showing nodes connected with branches, caller moving through]

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How It Works

1

Design Your Flow

Create nodes for each conversation step. Connect them to define paths.
2

Add Branches

Define conditions that route callers down different paths based on their responses.
3

Caller Navigates

As callers speak, the AI guides them through your designed flow.
4

Goal Achieved

Each path leads to a defined outcome — transfer, booking, qualification, etc.
[IMAGE: Clean screenshot of workflow builder with node palette, canvas, and example flow]

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When to Use Conversational Flow

Perfect For

  • Lead qualification
  • Appointment scheduling
  • Multi-step intake forms
  • Compliance-required conversations
  • Processes with clear stages
  • When you need specific data collected

Consider Alternatives

  • Completely open-ended conversations
  • Simple FAQ (overkill)
  • When flexibility matters more than structure
  • Very short interactions

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Real-World Examples

[IMAGE: Flow diagram: Greeting → Company Info → Budget → Timeline → Qualify/Disqualify → Transfer]
The flow:
[Greeting] → [Company Size?] → [Current Solution?] 
    → [Budget Range?] → [Timeline?] 
        → Qualified? → [Transfer to Sales]
        → Not Qualified? → [Send Resources]
Why Conversational Flow works: You need specific information in a specific order. Every lead gets the same thorough qualification.

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Key Concepts

[IMAGE: Visual showing nodes, branches, and paths annotated]
ConceptWhat It IsExample
NodeA step in the conversation”Ask about budget”
BranchA conditional path”If budget > $10k, go to Premium Path”
PathA route through nodesStart → Qualify → Transfer
PromptText in each node”What’s your approximate budget?”

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Pros & Cons

ProsCons
Complete control over conversationMore setup time
Predictable, consistent outcomesCan feel scripted if not done well
Easy to ensure data collectionHarder to handle unexpected topics
Visual — easy to understandRequires more maintenance
Great for complianceBranches can get complex

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Get Started

MethodDescription
Start from scratchBlank canvas. Full control over your workflow design.
Start with TemplatePre-built flows for common use cases. Customize from there.
Create with AIDescribe your conversation, and AI generates the flow for you.

Manual Setup

Build flows from scratch

From Template

Start with pre-built flows

AI-Assisted

Let AI design your flow

Workflow Builder Deep Dive

Master the visual workflow editor