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You can add flow actions based on your request, you can find more details about flow actions from Flow Actions https://cloudfon.atlassian.net/wiki/spaces/CX/pages/edit-v2/58261530#Flow-Actions.1.
Now, you can click Publish to publish the Flow. After publishing this flow, you can select this flow when you enable Trigger a flow in Pre-Chat, Offline-Message, or when you add Go to Flow action in other flow.
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If the flow has been used in Pre-Chat, Offline-Message or other flow, you need to disassociate the belonging relationship of the flow, then you can Unpublish the flow.
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Flow Actions
Your Flow building process revolves around the set of actions connected in a guided workflow, whether you build a custom flow or from a template. Only agents who have permission can use these Actions to build a Flow.
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In Flow Operations actions, you can do the following:
Transfer chat:
Transfer the chat to a specific agent, chat queue, or transfer the chat based on the Widget's routing rules.
Go to Flow:
Transfer the visitor to another Flow.
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Let AI Agent answer:
Transfer the chat to an AI Agent. For more settings, please click Set AI Agent live for chat to learn more.
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Advanced
Actions | Description |
|---|---|
Set value | This action allows you to set values for Flow Variables, Custom Variables and Pre-chat Fields. |
Send an email | This action allows you to send emails. For example, you can send the visitor's information to the company's lead collection email box. |
HTTP Request | This action allows you to make an HTTP Request component that includes triggering a webhook and fetching variables. |
Webhook | This action allows you to create a webhook request step that notifies the system about events that occur in an external system, and we will generate a URL that accepts POST calls with JSON-formatted payload. |
In Advanced actions, you can do the following:
Set value for a variable, you :
You can set a certain value for the variable, or input “{{“ to awake the Variable selector to select a variable as the vaule, the vaule will be displayed in Collected Leads https://cloudfon.atlassian.net/wiki/spaces/CX/pages/edit-v2/58261530#Collected-Leads.
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Send an email:
Configure the pre-defined email, the system will automatically send an email when it get the visitor’s information.
HTTP Request:
You can make an HTTP Request component that includes triggering a webhook and fetching variables.
Webhook:
You can create a webhook request step that notifies the system about events that occur in an external system, and we will generate a URL that accepts POST calls with JSON-formatted payload.
Create a WhatsApp Flow
You can create a Flow either of your own or by selecting from the pre-built template.
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HTTP Request:
You can make an HTTP Request component that includes triggering a webhook and fetching variables.
Webhook:
You can create a webhook request step that notifies the system about events that occur in an external system, and we will generate a URL that accepts POST calls with JSON-formatted payload.
（12）You can also import a flow, the file type must be json format.
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（13）The newly created Flow appears on the Flows page. Here, you can manage all the existing Flows, such as edit, copy, export and delete.
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（14）Visitor information collected by flow can be viewed in "Collected Leads"
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Manage Flows
The flow list will display all created flow’s information, including Flow Name, Display Name, Status, Invocations, Created by, Last Updated by, Last Update. You can manage flows, download and import flows, and check flows log.
Import: Click Import button and click Click to select your file to select a JSON file. Then click Import flow to upload the flow.
The import file type must be JSON file, otherwise you can not upload the file.
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Edit: Click on the “Edit” icon to open the edition window for editing the flow.
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Copy: Click on the “Copy” icon to copy a flow and open the edition window for editing the copied flow.
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Logs: Click on the “Logs” icon to open the logs board.
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In the logs board, you can check Trigger Visitors, Status, Start Time, End Time, Duration, Last step and click 
to check Visitor Flow Detail for each trigger, also you can check the following data for this flow.
Total | The total number of times a flow was triggered. |
|---|---|
Completed | Trigger and complete any automated process the number of visitors to the branch. |
Failed | The number of times a flow failed due to an exception. |
Cancelled | The number of times a flow is terminated by a guest or stopped by an agent. |
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Download: Select a flow and click on the “Download” icon to download the flow.
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Delete: Select a flow and click on the “Delete” icon to delete the flow.
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If the Web Chat flow has been used in Pre-Chat, Offline-Message or other flow, you need to disassociate the belonging relationship of the flow, then you can delete the Web Chat flow.
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Templates: Click the Template tab, you can select a template to create a template flow.
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Collected Leads
All the customer’s information collected from flow will be recorded in Automation > Flow Builder > Collected Leads, you can select a lead and click 
to check the lead details.
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