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Use Chat Flow

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Build automated messaging workflows by creating flows, designing them on a visual canvas, and publishing them to your messaging channels.

How it works

Chat Flow provides a visual canvas for building messaging automations. Drag components between a Start and End node to define your flow logic. A typical workflow follows these stages:

  1. Create a flow -- Start from a blank canvas, import a JSON file from an existing flow, or use a template.

  2. Design the flow -- Drag components onto the canvas and configure their settings.

  3. Publish the flow -- Make the flow live so it can process messages.

  4. Update the flow (optional) -- Edit flow settings such as the name, bound account, or logging.

  5. Delete the flow (optional) -- Remove flows that are no longer needed.

Flow states

A flow has one of two states. The current state determines which actions are available:

State

Description

Available actions

Published

The flow is live and processing messages.

Update basic information, enable or disable logging, test

Unpublished

The flow is saved but not active.

Update basic information, bind account (WhatsApp, Viber, or Instagram triggers only), enable or disable logging, publish, delete

Note

A Published flow cannot be deleted or rebound to a different account (bind account). To perform these actions, the flow must be in the Unpublished state.

Prerequisites

Chat Flow connects to WhatsApp, Messenger, and Instagram channels. Before you begin, ensure that you have:

Complete the following channel-specific preparations as needed:

WhatsApp:

Messenger:

Instagram:

Create a flow

  1. In the Chat App Message Service console, choose Chat Flow in the left navigation pane.

  2. On the Flow Management page, click Create Flow.

  3. Select a creation method:

Create on Blank Canvas

Start from scratch by selecting a trigger type:

Trigger type

When it fires

Manual

Triggered by API operations or marketing campaigns

WhatsApp

Triggered by a WhatsApp message

Instagram

Triggered by an Instagram message

Viber

Triggered by a Viber message

Messenger

Triggered by a Messenger message

Enter a Flow Name and Remark, then click OK.

Import Flow

Upload a JSON file exported from another flow. This creates an identical copy of the original flow.

Enter a Flow Name and Remark, then click OK.

Create Based on Template

Select a template from the View Template drop-down list and click OK.

Note

On the Chat Flow page, click the View Template tab to browse available templates. Select a template, edit its components as needed, then click Create Flow.

Note

You need to configure basic information only when you create a flow from a blank canvas or import a flow.

Generate Flow with Al

Enter a requirement description, and AI automatically generates the flow. Describe your business requirement in natural language. AI uses the Qwen large language model to generate the flow and displays the generation progress. After generation completes, load the flow to the canvas with one click for further editing.

Note

For detailed instructions, see Generate workflows with AI.

Design the flow on the canvas

  1. In the Chat App Message Service console, choose Chat Flow in the left navigation pane. On the Flow Management tab, click a flow name to open the canvas.

  2. Click the Component Library icon. Drag components onto the canvas and place them between the Start and End nodes. Alternatively, click the add icon icon between the nodes to add a component.

  3. Configure each component. For details, see Chat Flow components.

  4. Click Save.

Note

Save your progress frequently while designing to prevent data loss.

Publish the flow

Publish the completed flow to make it live and start processing messages.

  1. In the Chat App Message Service console, choose Chat Flow in the left navigation pane. On the Flow Management tab, click a flow name to open the canvas.

  2. On the canvas, click Save and Publish.

  3. On the Flow Management tab, verify that the flow status is Published.

Important

For flows triggered by user replies, the flow starts processing only after it is both published and associated with a marketing campaign. For details, see Marketing campaigns.

Update a flow

After saving or publishing a flow, you can edit its Basic Information, Bind Account, and Log settings:

  1. In the Chat App Message Service console, choose Chat Flow in the left navigation pane. On the Flow Management tab, find the flow and click Settings in the Actions column.

  2. Edit the available settings:

    • Basic Information -- In the Edit Flow dialog box, update the Flow Name and Remarks.

    • Bind Account -- Click the Bind Account tab to update the Account Name and Mobile Number.

      Note

      This option is available only for WhatsApp, Viber, or Instagram triggers and only when the flow status is Unpublished.

    • Log -- On the Log tab, enable or disable logging. When enabled, Simple Log Service (SLS) collects flow execution events for debugging, troubleshooting, and data analysis. Activate SLS before using this feature. For details, see SLS quick start.

  3. Click OK to save your changes.

Delete a flow

Only Unpublished flows can be deleted.

  1. In the Chat App Message Service console, choose Chat Flow in the left navigation pane.

  2. On the Flow Management tab, find the flow and click Delete in the Actions column.

  3. In the confirmation dialog box, click OK.

Important

A deleted flow cannot be recovered. Proceed with caution.

References

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