Skip to content
TTerryAI SDR
Get started
Flows

What a flow is

A flow is your outreach plan, drawn as boxes from left to right. Each person you enrol walks through the boxes on their own schedule. Open Flows and pick one to see its steps.

Flows. A flow selected: its steps, its numbers, and Open editor, Messages and Enrol people.

Read it like a sentence: send an email, wait three days, and if they replied, hand them to a person; if not, send the next email.

See a flow

  1. Open Flows in the menu on the left. The list shows All, Live, Paused and Draft.
  2. Pick a flow. On the right, The steps shows its boxes in order; hover over one for its name.
  3. For the whole flow drawn top to bottom, press the three dots at the top right of the flow and choose Summary to print. Open editor shows the canvas.

In Classic

Open Flows and press a flow to open it in the editor. See The new dashboard to switch.