Stop hoping your AI
asks the right questions
Every business handles calls that follow predictable patterns. Appointment booking. Lead qualification. Support intake. But unstructured conversations waste time, miss critical information, and create inconsistent experiences.
Flows changes that. Design exactly how your AI handles specific conversation types. Visual drag-and-drop. No coding. Your AI follows your script.
Complex interactions that took 10-15 minutes now complete in 3-5 minutes with better data quality.
Think of flows as intelligent scripts
Define a path of questions, conditions, and actions. When a caller triggers a flow, your AI seamlessly transitions into that workflow. Collecting information in your exact order. Branching based on responses. Completing with actions like booking appointments or transferring calls.
Caller speaks naturally
"I'd like to book a service call for my AC unit."
Intent triggers the flow
AI recognizes the request and seamlessly starts your booking flow.
Guided collection begins
Questions asked in your sequence. Answers validated. Data captured.
Action completes automatically
Appointment booked. SMS confirmation sent. CRM updated.
Your callers never know they've entered a "flow." They just experience a natural conversation that happens to collect exactly what you need.
Drag. Drop. Connect. Done.
No flowchart software. No developer handoffs. Design call logic the same way you'd sketch it on a whiteboard. Except it actually works.
Add steps, questions, and routing rules by dragging them onto your canvas.
Draw paths between steps with automatic edge routing. See exactly how calls flow.
Click any node to configure its settings. No modal dialogs breaking your flow.
Copy, paste, undo/redo, and bulk delete for power users.
Six node types. Infinite possibilities.
Build any workflow with these building blocks. Questions to collect data. Conditions to route intelligently. Actions to automate what happens next.
Question Nodes
Collect caller data with intelligent question types.
Auto-confirms known data from previous calls. Validates formats before accepting.
Condition Nodes
Route calls automatically based on data. No caller interaction required.
9+ data sources. Operators like equals, contains, greater than, exists.
Agent Says Nodes
Deliver specific messages at exact moments in the conversation.
Use variables: "Thanks {customerName}, I've found your account."
API Request Nodes
Connect to external systems mid-conversation.
Order lookups, inventory checks, price lookups, availability verification.
Calculate Nodes
Perform calculations using collected data. Deliver quotes on the call.
"4 windows at $150 each = $600. Your total with tax is {totalPriceFormatted}.\"
Outcome Nodes
End flows with automatic actions. Something always happens.
Chain flows together. Return to main agent. End with a summary.
Intelligence built into every step
Flows aren't just scripts. They're smart scripts that understand context, remember callers, and adapt to what's happening.
Intelligent Trigger System
Flows activate when callers express intent matching your configured triggers. Semantic matching understands that "I want to schedule" equals "book an appointment." The system auto-generates trigger suggestions based on your flow name and description.
Smart Pre-filling
Phone numbers auto-captured from caller ID. Name, email, and other data pre-filled from previous calls. AI confirms pre-filled data: "I have your email as john@example.com. Is that still correct?" Callers appreciate not repeating themselves.
Auto-Start Flows
Start flows automatically when calls begin. No trigger phrase needed. Jump straight to booking for appointment-first businesses. Collect required intake info before anything else. Configure per channel (phone, web, or both).
Flow Chaining
Compose complex workflows from reusable building blocks. A lead qualification flow can branch into service-specific booking flows. An intake flow can route to different specialist flows based on caller needs. Maximum 5 flow transitions per call prevents runaway chains.
The call ends. The automation begins.
A completed call flow isn't the end. Automatically send follow-ups the moment a flow completes. No manual steps. No forgotten messages.
Instant text with appointment details, reference numbers, or summaries.
Formatted messages with full details and next steps.
"Hi {name}, your appointment is confirmed for {appointmentDate} at {appointmentTime}.\"
When someone books an appointment through your flow, they get an SMS confirmation, you get an email notification, and your CRM creates a new contact. All without you lifting a finger.
See flows in action
Here's how real businesses use flows to handle their most common call types.
Appointment Booking
The most common flow type. Collect service selection, preferred times, and contact info. Check real-time availability. Book confirmed appointments with instant confirmation.
Lead Qualification
Screen inbound inquiries before routing to sales. Collect company info, budget range, and timeline. Route hot leads to immediate transfer. Nurture leads to message follow-up.
Support Intake
Categorize issues, collect account information, and route appropriately. Urgent issues transfer immediately. Standard issues create tickets with full context.
Service Quotes
Collect measurements and specifications. Perform calculations for material estimates and pricing. Deliver quotes verbally with email follow-up.
Better for your business. Better for your callers.
For Your Business
Consistency
Every caller gets the same professional experience. No more missed questions, forgotten follow-ups, or inconsistent handling.
Efficiency
Calls that took 10+ minutes now complete in 3-5. Your AI handles the routine work. Your team handles exceptions.
Data Quality
Validated inputs, structured collection, and automatic CRM updates mean cleaner data with less manual cleanup.
Reduced Training
New conversation types don't require re-training your AI. Build a flow, publish it, and it's live immediately.
For Your Callers
Speed
Get to the point faster. No meandering conversations or repeated questions.
Convenience
Pre-filled information means less repetition. Smart confirmations feel personalized.
Reliability
Appointments actually get booked. Messages actually get delivered. Actions actually happen.
Natural Interaction
Despite the structure, conversations feel natural. Your AI speaks like a human, not a phone tree.
See what's working. Fix what isn't.
Every flow generates data. The analytics dashboard shows you exactly where callers complete your flows and where they drop off.
See what percentage of callers finish each flow.
Find where callers abandon. Know exactly what to fix.
Track how long flows take. Optimize for speed.
Measure outcomes. How many flows result in bookings, transfers, or sales?
If 40% of callers drop off at your third question, maybe that question is confusing. Or unnecessary. Now you'll know.
Flows + Booking = Powerful together
Call flows work seamlessly with AI appointment booking. Screen callers, collect requirements, then book them directly into your calendar. No handoff required.
See how booking worksAvailable on Growth and Enterprise
| Feature | Growth | Enterprise |
|---|---|---|
| Flows per agent | 10 | Unlimited |
| Questions per flow | 20 | Unlimited |
| Choices per question | 10 | Unlimited |
| API integrations | All | All |
| Auto-start flows | Yes | Yes |
| Flow chaining | Yes | Yes |
| Follow-up SMS/email | Yes | Yes |
| Conditional branching | Yes | Yes |
| Calculations | Yes | Yes |
Your first flow in 6 steps
Design your workflow
Map out the conversation path on paper or jump straight into the visual editor.
Add your nodes
Create questions, conditions, and actions by dragging them onto the canvas.
Configure triggers
Set the phrases that activate your flow. Let the system suggest common variations.
Connect integrations
Link calendars, CRMs, or custom APIs for real-time data and actions.
Test thoroughly
Use preview mode to verify paths and edge cases before going live.
Publish
Make it live with one click. Start handling calls immediately.
Common questions
Do I need coding skills to build flows?
No. The flow builder is entirely visual. Drag nodes onto a canvas, connect them with lines, and configure settings in a side panel. If you can draw a flowchart, you can build a call flow.
What happens if my API call fails mid-conversation?
You configure the fallback behavior. Speak an error message, branch to an alternate path, or continue with default values. Your callers never get stuck.
Can I use flows with the web widget?
Yes. Flows work identically with phone calls and the embedded website chat widget. Configure auto-start per channel.
How do I update a live flow?
Editing creates a draft version. Publishing replaces the live version atomically. No partial states or mid-call disruption.
Can one flow trigger another?
Yes. Use the 'Start New Flow' outcome to chain workflows. A maximum of 5 transitions per call prevents runaway chains.
Do flows work with my calendar integration?
Yes. The Book Appointment outcome integrates with Google Calendar, Microsoft Calendar, Square, Calendly, and Acuity.
Can I see analytics for my flows?
Yes. Track completion rates, drop-off points, average duration, and conversion metrics per flow.
What if a caller skips a question?
Optional questions can be skipped. Required questions will be re-asked if the caller refuses, but the flow won't block indefinitely.
Ready to build your first
flow?
Design exactly how your AI handles calls. Visual drag-and-drop. No coding required. Start your free trial today.
New Lead - Sarah Mitchell
(416) 555-0189 · 2 min call
AI Summary
Homeowner needs emergency furnace repair. Unit making loud noise and not heating. Available tomorrow morning. Wants callback within the hour.