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Flows

Flows are workspace-scoped automations: a trigger (for example conversation started), steps on a canvas, optional channel and agent scoping, and status (active/inactive).

Live URL: live.chatmaven.ai/workspaces/flows

Open the Flows list​

  1. Top bar: Workspaces.
  2. Sidebar: Flows.

Use My flows vs Templates to switch between your own flows and flow templates (starter designs—not the same as workspace Templates for message copy). Search flows… filters the table. Add flow starts a new flow.

Flows list with My flows, search, and table

To browse flow templates from the same screen, switch the toggle to Templates (next to My flows).

Flows list: Templates toggle

List columns​

ColumnMeaning
FlowName (often a link) and trigger summary.
TriggerEvent that starts the flow.
StatusActive or inactive.
# agentsAgents linked to the flow.
ActionsEdit, duplicate, delete.

Create a flow​

1. Start from the list​

Click Add flow.

Add flow and row actions (edit, duplicate, delete)

ChatMaven opens the flow builder.

Flow builder: name, Active toggle, steps palette, canvas

2. Name, status, and canvas​

  • Set the flow name in the header field.
  • Use the Active toggle when you are ready for the flow to run.
  • Drag steps from STEPS (for example Start, Message, Question, Condition, Assign To, Set Tags, Chat Status, Webhook, and others your workspace exposes) onto the dotted canvas.
  • Connect nodes to define order. Use zoom and fit controls at the bottom of the canvas.

Active on and simple Start → Message flow

3. Optional: integration channels​

Open Integration channel (optional) to limit the flow to specific channels. None selected means all channels. Only enabled integrations can actually run the flow.

Integration channel multi-select

4. Optional: associated agents​

Open Associated agents (optional) to restrict which agents this flow applies to.

Associated agents checklist

5. Configure a step​

Click a node to open its panel (for example Question): edit text, variable names, response type, and use the panel’s Save. Nodes may expose duplicate/delete icons on the card.

Question step: canvas selection and right panel

6. Test and save the flow​

Use Test (play) to exercise the flow when the product allows it. Finish with Save at the bottom; Cancel discards changes.

Test control in the flow header

Save on the step panel

Start from a flow template​

  1. On the Flows page, switch the toggle to Templates.
  2. Use the Domain filter if shown (for example All).
  3. Pick a card and use Use template (or Details first). You can then adjust the flow in the builder.

Flows Templates tab: domain filter and template cards

Edit a flow​

  1. On My flows, find the row.
  2. In Actions, click the pencil (edit) icon.

Edit flow from the Actions column

The builder opens; change nodes, channels, agents, name, or Active, then Save.

Duplicate a flow​

In Actions, click the duplicate icon. Use the copy as a starting point and rename or edit in the builder.

Duplicate flow from the Actions column

Delete a flow​

  1. In Actions, click the trash icon.
  2. Confirm in the product if a dialog appears.

Delete flow from the Actions column