Automation

Flow Builder

A visual canvas where a conversation becomes a flowchart. Up to 150 nodes and 300 edges per flow.

Where Automation

Canvas with a branching flow and the node sidebar

Triggers

            Trigger
            Fires when
          

Exact match Message equals your keyword

Contains Keyword appears in the message

First message Their very first message to you

Fallback Nothing else matched

Tag applied A tag lands on the contact

Owner keyword You type a keyword, and the flow fires at the customer

WooCommerce / Shopify / Store An order event

Appointment A booking event

OnPay A payment event

Telegram A Telegram message

Per trigger: up to 50 keywords and 50 exclusions, match any or all, filter by chat type, new vs returning contact, stage, tag or assigned agent, a cooldown so nobody is hit twice, and active hours with a timezone.

The 30 node types

Messaging

            Node
            What it does
          

message Text, up to 4096 characters

media Image, video, audio or document with a caption

options Numbered menu, 1–10 choices, waits for a reply

button_message Up to 3 tappable buttons

list_message Scrollable list, 1–10 items

call_to_action A single URL button

collect Open question, answer saved to a variable

send_template A WABA or local template

whatsapp_flow Meta's native form, response captured

Logic

            Node
            What it does
          

start Entry point, one per flow

condition_router Branch on tag, stage, agent or variable — 1–10 conditions plus a fallback

delay Wait up to 30 days, or until a time of day. Can cancel if they reply first

calculation Evaluate a formula over your variables

end Closes a branch

CRM

            Node
            What it does
          

add_tag / remove_tag Up to 20 tags each

save_contact Update name, stage, tags, agent, custom fields

create_lead Create a lead from collected answers

ai_control Pause or resume the AI agent

ai_follow_up Nudge if they go quiet, up to 30 days later

unsubscribe Opt out of this flow, all flows, or a specific one

add_to_group Add to a group, invite, or create one

External

            Node
            What it does
          

webhook Call your HTTPS endpoint, store the response

google_sheets Append a row, up to 50 columns

google_contacts Sync the contact across

woocommerce 8 actions incl. create order, update status

shopify 5 actions for orders, customers, products

store Store links, order status, catalog, update status

appointment Check availability, book, check status

telegram_message Send on your Telegram channel

Waiting and branching

Nodes that wait (options, buttons, list, collect) can carry a timeout branch for people who go quiet — anywhere from 1 minute to 30 days. When a reply doesn’t match, you can send a custom message, or hand the conversation to your AI agent instead. Side-effect nodes can run in parallel; only one parallel branch may send messages or wait.

Sessions and opt-outs

Each running conversation keeps its position and its variables. List them, stop one, or reset them. Opt-outs exclude a contact from this automation or from all of them — add by searching your contacts or by typing a raw number.

Sharing flows

Share a flow as a code and import it into another account. Account-specific IDs are stripped automatically — spreadsheet IDs, store IDs, agent IDs, tag IDs and more — so sharing is safe. Import accepts a pasted code, a full URL, or an entire WhatsApp message; the code is extracted from the noise.

Starter generator: give it your business name and it builds a working welcome → menu → lead capture → human handover flow.

NextAI Agents→