Flows

A flow is a conversational workflow that walks customers through different actions or provides information. When an AI agent understands an intent, it responds by taking the user through a flow.

When you create a skill, AgentX Support automatically creates a corresponding flow.

The conversation flow builder allows you to build flows using forms, questions, conditional rules, and pre-built add-ons.

Build flows

Create a flow

Complete the following steps to create a flow:

1

Select an AI agent.

2

Go to Actions > Flows.

3

Click + Create.

Flows

4

Enter a name in the Flow name field.

5

Optional. Fill in the Description field.

Create a flow

6

Optional. Fill in the Copy from field.

7

Click Submit.

Create a flow from a template

You can also create a new flow from a list of templates.

1

Select an AI agent.

2

Go to Actions > Flows.

3

Hover over + Create and select New flow from template.

4

Enter a name in the Flow name field.

5

Use the Template drop-down menu to select a template. Options include:

• Reassign ticket
• Copilot Answers
• Mark ticket as solved

6

Optional. Fill in the Description field.

7

Click Submit.

Create a folder

You can create folders to organize your flows.

1

Select an AI agent.

2

Go to Actions > Flows.

3

Hover over + Create and select New folder.

4

Enter a folder name and click Save.

Edit flow settings

Complete the following steps to edit a flow's settings:

1

Click the icon next to the flow.

2

Select Settings.

3

Edit the following fields:

• Flow name
• Description
• Folder
• Labels

Edit flow settings

4

Click Save.