Flows

The canvas and its boxes

Click any box to open it on the right. Add a box with the + on the line between two boxes, or drag one in from the left edge.

To open the canvas, open Flows, pick the flow in the list and press Open editor. The editor is the same in the new dashboard and in Classic, where you press the flow on the Flows page.

The flow editor with a Branch box open on the right, asking Did they reply? — The editor with a Branch box open. Each box explains itself in its own How it works section.

The boxes

Box	What it does
Email	Sends a template you wrote, merged for each person, from your mailboxes.
AI message	Terry writes this message fresh for each person, from your knowledge and rules.
LinkedIn	A connection request, a message, or a voice note if your workspace has voice notes switched on. Sent from the rep's account, or as a To do task in Assist mode.
LinkedIn warm-up	Visit their profile, like their latest post, or withdraw a request. Only if your workspace has LinkedIn warm-up switched on.
Text	A text message. Needs a reply by text or a recorded yes first. Only if texting is switched on.
Chat	A message on WhatsApp, Instagram or Telegram. Only if your workspace has chat apps switched on, and only to people who messaged that account first.
Call	A phone call. Only if your workspace has calling switched on.
Wait	Pauses for a number of hours or days, or until just before a booked meeting. Sends still respect send hours.
Branch	Splits the path on a question: Did they reply? Have they booked a meeting?
Repeat	Repeats the boxes inside it, with a limit and a way out. Opted-in audiences only.
Reply gate	Reads their reply. A clear yes gets an answer with your booking link and takes Yes. Anything else, including no reply, takes No.
AI reply	Answers their replies in your agent's voice, up to a set number of answers, then hands to a person. Opted-in audiences only.
AI branch	Terry reads the reply and picks the path: interested, a question, not interested or neutral, with a default for anything else.
AI decision	A yes or no question you write, answered from your documents. It never sends anything.
Ask permission	Emails the person to ask if you may text them, and records their yes.
Do something	Tells your team in Slack, logs to your CRM, leaves a note, or stops contacting the person.
End	Finishes the flow, or hands the person to a rep.

A box with a yellow border has a warning; a red border is an error. The bar at the bottom of the canvas counts warnings and errors; press show to read them.