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Schedule Flows

Create a schedule flow

A schedule flow defines a sequence of chatbot executions that can be assigned to a user as a single unit. There may be time delays or flag conditions between the specified chatbots. Schedule flows are available only in Enterprise accounts.

To create a schedule flow, go to the AUTOMATION tab, then to “Schedule Flows”, and click on the “New Schedule Flow'“ button. You will then be taken to the schedule flow builder. Create your flow by dragging boxes from the the left panel onto the plane, and filling out their properties (select chatbot or specify time delay) on the left panel.

For example, the below schedule flow starts by triggering chatbot alexFlowBot, then waits for 1 day, and then triggers chatbot vbot.

Note some rules for a valid schedule flow:

  • All chatbot nodes must specify a chatbot.

  • A chatbot node cannot connect directly to another chatbot node.

  • All delay nodes must specify a minimum of 6 minutes.

Additionally, you can specify advanced settings by clicking the gear icon next to the schedule flow name on the left. Here, you can specify the phone number from which the chatbot messages will be sent, if the schedule flow will be executed once or recurrently, and whether to override and start the first chatbot immediately (ignoring the first chatbot’s preferred time).

When you are done editing the schedule flow, click the “Save Schedule Flow” button in the top right corner. If the flow is valid, it will save successfully.

Assign a Schedule Flow to a User

To assign the schedule flow, return to the AUTOMATION page’s left panel and click “Assign Schedule Flows.” To see the flows that are currently assigned, click “Assigned Schedule Flows.” The latter page will give information such as when the last chatbot was executed, and when the next chatbot in the flow will execute:

You can also assign a schedule flow to one or more users through the Campaigns page (coming soon).

Here is some background on the difference between schedule flows and chatbots.

Additional Notes:

  • For flag nodes, a bot must satisfy all flag conditions in the path up to it.