Conversation Flows
Create guided conversation paths to capture leads, qualify prospects, and provide structured support experiences.
What Are Conversation Flows?
Conversation flows are predefined paths that guide visitors through a series of questions and responses. Unlike free-form AI chat, flows ensure you collect specific information in a structured way.
Lead Qualification
Score and route leads based on answers
Meeting Booking
Qualify then schedule meetings
Contact Collection
Gather email before conversation
Building a Flow
Use our visual flow builder to create conversation paths without code.
Trigger
When visitor clicks "Get a Quote"
Question: Company Size
Options: 1-10, 11-50, 51-200, 200+
Question: Budget Range
Options: <$1k, $1k-$5k, $5k-$20k, $20k+
Collect Email
Required field before proceeding
Action: Route Lead
High budget → Sales team / Low budget → Self-serve
Flow Elements
Message
Send a text message to the visitor
Question
Ask a question with predefined options or free text
Condition
Branch based on previous answers
Collect Input
Capture email, phone, or custom fields
Action
Trigger integrations, notifications, or tags
Handoff
Transfer to human agent
Flow Triggers
Flows can be triggered by various user actions or conditions:
Quick Reply Click
User clicks a specific quick reply button
Keyword Match
Message contains specific keywords (e.g., 'pricing', 'demo')
Page URL
User is on a specific page (e.g., /pricing)
Time Delay
After X seconds on page without interaction
Scroll Depth
User scrolls past 50% of the page
Exit Intent
Mouse moves toward browser close button
Return Visitor
User has visited before
Best Practices
Keep flows short — 3-5 steps maximum for qualification
Always offer an 'escape hatch' to talk to AI or human
Use conditional logic to personalize the experience
Test flows thoroughly before going live
A/B test different question orders and wording
Collect only the information you truly need
Provide value before asking for contact info
Template Flows
Start with a pre-built template and customize to your needs:
Lead Qualification
Company size, budget, timeline questions
5 steps
Demo Booking
Qualify then show calendar
4 steps
Support Triage
Route to right team based on issue
3 steps
Feedback Collection
NPS score and comments
3 steps
Newsletter Signup
Email collection with preferences
2 steps
Product Finder
Recommend products based on needs
4 steps