Build your first flow

A flow is a small automatic conversation: something happens, then Labeeq does a series of steps. The most useful first flow is a greeting for messages that arrive out of hours.

1. 1 Open Flows and press New flow, or «Start from a template» to begin from a ready-made one.
2. 2 Choose what starts it — a new conversation, a brand-new contact, every incoming message, a comment on a post, a customer waiting too long, a deal or order changing, and more. Add conditions to narrow it down, such as «Message contains» a word, or one channel.
3. 3 On the canvas, press a step's ＋ to add the next one: send a message, ask a question and save the answer, wait, add a label, assign, and many more.
4. 4 Use Buttons when you want the customer to choose — each button becomes its own path.
5. 5 Publish. Flows only run once published, so you can build safely in the open.

Useful steps to know

• Ask a question saves the reply onto the contact, so you can use it later as a variable.
• Smart branch takes a different path by lifecycle stage, deal or channel; Split traffic sends a share of contacts down each path for an A/B test.
• HTTP request calls your own system mid-conversation — a stock check, an order lookup.
• Create deal, Create order and Create task put the conversation to work in your CRM.
• Google Sheets adds a row to a spreadsheet your team already lives in.
• AI agent lets an AI agent take a turn in the middle of the flow.

Conversational or background

A conversational flow talks with the customer, and only one runs in a conversation at a time. A background flow works quietly — labels, assignment, deals — and can run alongside others. Switch on «Only message during working hours» and the flow holds its messages until you open; silent steps still run.