Use Options nodes

Written by:Amr Mohamed

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Options nodes help create structured workflows by giving users selectable choices during conversations.

These nodes are useful for:

  • support routing

  • onboarding flows

  • FAQ navigation

  • lead qualification

  • workflow branching

Open the flow builder

To use an Options node:

  1. Open your AI Agent workspace

  2. Go to Automations

  3. Open the Flows tab

  4. Create or edit a flow

Inside the flow builder, you can add selectable options to your workflow.

Add an Options node

To create selectable choices:

  1. Click + Add Node

  2. Select Options

  3. Connect the node to your flow

This creates a branching step inside the conversation.

Configure the option message

Inside the node settings:

  1. Enter the message shown to customers

  2. Add the available options

  3. Save the node settings

The message helps explain what choices are available.

Add conversation options

Each option represents a separate workflow path.

Examples may include:

  • Sales

  • Support

  • Billing

  • Product Questions

Customers can select one of the available options during the conversation.

Connect options to different paths

Each option can connect to a different node or workflow branch.

This allows conversations to move dynamically based on customer selections.

For example:

  • one option may lead to Human Handover

  • another may continue through AI automation

  • another may trigger a webhook flow

Use Options with other nodes

Options nodes work well together with:

  • Send Message

  • Branch

  • Collect Input

  • Human Handover

  • Let AI Answer

This helps create more structured automation workflows.

Test your option flow

Before enabling the workflow publicly:

  1. Run a test conversation

  2. Select different options

  3. Verify each branch works correctly

  4. Review the conversation flow

Testing helps identify broken paths or unclear workflows.

Keep options simple

For better customer experiences:

  • avoid too many options

  • use short labels

  • keep wording clear

  • organize flows logically

Simpler decision trees are usually easier for customers to follow.

PRO TIP:
Limit options to the most important customer paths first. Too many choices can make conversations feel confusing.

Next steps

  • Use Branch nodes

  • Use Let AI Answer nodes

  • Create a Guided Flow

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