Testing helps verify that:

nodes connect correctly
conditions work properly
messages appear in the correct order
workflows do not break unexpectedly

Testing is especially important for complex automation workflows.

Open the flow builder

To test a flow:

Open your AI Agent workspace
Go to Automations
Open the Flows tab
Create or edit a flow

Inside the flow builder, you can test the workflow before publishing it.

Open the test simulator

Inside the flow builder:

Open the testing panel or simulator
Start a test conversation

The simulator allows you to interact with the flow as a customer.

Test conversation paths

During testing:

select options
submit inputs
trigger conditions
review AI responses

This helps verify that the workflow behaves correctly across different paths.

Verify validation behavior

When using:

Collect Input
AI Actions
validation rules

test different inputs to confirm:

required fields work correctly
invalid formats are handled properly
workflows continue as expected

Test branch conditions

If the flow uses Branch nodes:

trigger different conditions
verify routing behavior
confirm the correct path is selected

Testing every branch path helps prevent broken workflows.

Test webhook workflows

If the flow includes webhook nodes:

submit sample data
verify requests are sent
confirm external systems receive the data correctly

Webhook testing helps identify integration issues early.

Test Human Handover flows

If the workflow includes Human Handover:

trigger escalation paths
confirm the handoff behavior works correctly

This helps ensure support escalations happen properly.

Update and retest flows

After making workflow changes:

rerun tests
verify updated logic
review conversation behavior again

Even small flow changes can affect automation behavior.

Best practices for flow testing

For more reliable automations:

test every major path
review edge cases
validate important fields
keep workflows manageable

Well-tested flows usually create smoother customer experiences.

PRO TIP:
Test flows using realistic customer behavior instead of ideal scenarios. Unexpected inputs often reveal the most important workflow issues.

Next steps

Use flow variables
Publish and manage flows
Create a Guided Flow

","Testing helps verify that:\n\n- nodes connect correctly\n- conditions work properly\n- messages appear in the correct order\n- workflows do not break unexpectedly\n\nTesting is especially important for complex automation workflows.\n\n![](https://xfwuqhn32ahfpsxo.public.blob.vercel-storage.com/org_2xj1unrMw4nPWPSyVwfzLvkXyU7/flow-test-simulator-kdwh7vKubpiQ9ExtZVgibpoZxOfZ5Q.png)## Open the flow builder\n\nTo test a flow:\n\n1. Open your AI Agent workspace\n2. Go to **Automations**\n3. Open the **Flows** tab\n4. Create or edit a flow\n\nInside the flow builder, you can test the workflow before publishing it.\n\n## Open the test simulator\n\nInside the flow builder:\n\n1. Open the testing panel or simulator\n2. Start a test conversation\n\nThe simulator allows you to interact with the flow as a customer.\n\n## Test conversation paths\n\nDuring testing:\n\n- select options\n- submit inputs\n- trigger conditions\n- review AI responses\n\nThis helps verify that the workflow behaves correctly across different paths.\n\n![](https://xfwuqhn32ahfpsxo.public.blob.vercel-storage.com/org_2xj1unrMw4nPWPSyVwfzLvkXyU7/flow-test-simulator-2-pJoV9ylLZR3nEZ9sC9TL4nkGNqTnwV.png)## Verify validation behavior\n\nWhen using:\n\n- Collect Input\n- AI Actions\n- validation rules\n\ntest different inputs to confirm:\n\n- required fields work correctly\n- invalid formats are handled properly\n- workflows continue as expected\n\n## Test branch conditions\n\nIf the flow uses Branch nodes:\n\n- trigger different conditions\n- verify routing behavior\n- confirm the correct path is selected\n\nTesting every branch path helps prevent broken workflows.\n\n## Test webhook workflows\n\nIf the flow includes webhook nodes:\n\n- submit sample data\n- verify requests are sent\n- confirm external systems receive the data correctly\n\nWebhook testing helps identify integration issues early.\n\n## Test Human Handover flows\n\nIf the workflow includes Human Handover:\n\n- trigger escalation paths\n- confirm the handoff behavior works correctly\n\nThis helps ensure support escalations happen properly.\n\n## Update and retest flows\n\nAfter making workflow changes:\n\n- rerun tests\n- verify updated logic\n- review conversation behavior again\n\nEven small flow changes can affect automation behavior.\n\n## Best practices for flow testing\n\nFor more reliable automations:\n\n- test every major path\n- review edge cases\n- validate important fields\n- keep workflows manageable\n\nWell-tested flows usually create smoother customer experiences.\n\n

PRO TIP:
Test flows using realistic customer behavior instead of ideal scenarios. Unexpected inputs often reveal the most important workflow issues.

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Unexpected inputs often reveal the most important workflow issues.",{"_46":725},"quoteCaption",{"_46":298,"_244":727,"_240":729},{"_24":728,"_301":302,"_246":-5},"8354ecf0-491d-4f1b-b8fe-8f35b8307a49",[730],{"_140":731,"_46":140},"Next steps",{"_46":251,"_244":733,"_240":734},{"_253":19},[735,742,749],{"_46":256,"_240":736},[737],{"_46":243,"_244":738,"_240":739},{"_246":-5},[740],{"_140":741,"_46":140},"Use flow variables",{"_46":256,"_240":743},[744],{"_46":243,"_244":745,"_240":746},{"_246":-5},[747],{"_140":748,"_46":140},"Publish and manage flows",{"_46":256,"_240":750},[751],{"_46":243,"_244":752,"_240":753},{"_246":-5},[754],{"_140":755,"_46":140},"Create a Guided Flow",{"_46":243,"_244":757},{"_246":-5},{},[],["D",1779288976105],"trained","aea7cfd55c0ae12317fc3459a5f6fc28faa3be1a6129a3c27e631ff3514739c0",{"_24":764,"_26":765,"_28":766,"_30":31,"_5":32,"_33":25,"_34":767,"_36":-5,"_37":9,"_38":-5,"_39":40,"_41":768,"_42":43,"_44":43,"_45":43,"_46":233,"_48":769,"_50":55,"_52":770,"_54":771,"_56":772,"_57":773,"_58":1218,"_60":61,"_62":61,"_63":-5,"_64":1219,"_66":19,"_67":19,"_68":-5,"_69":-5,"_70":-5,"_71":1220,"_72":761,"_74":1221,"_75":-5},"cnt_01ks2xmc0efk7tda069g1e0cgx",["D",1779288387600],["D",1779288737534],"bikwkphheejo",["D",1779288731323],"Use Send to Webhook nodes","Learn how to use Send to Webhook nodes in Guided Flows and send workflow data to external systems.","

Send to Webhook nodes allow automations to:

send collected customer data
trigger external workflows
connect third-party systems
automate backend actions

These nodes are useful for:

CRM integrations
lead routing
support workflows
custom backend automations

Open the flow builder

To use a Send to Webhook node:

Open your AI Agent workspace
Go to Automations
Open the Flows tab
Create or edit a flow

Inside the flow builder, you can connect workflows to external systems.

Add a Send to Webhook node

To send workflow data externally:

Click + Add Node
Select Send to Webhook
Connect the node to your workflow

This creates a webhook step inside the automation flow.

Configure the webhook URL

Inside the node settings:

Enter the webhook URL
Save the configuration

The webhook URL defines where the workflow data should be sent.

Use workflow variables

Webhook nodes can use values collected during the flow.

Examples may include:

customer name
email address
phone number
custom form inputs

These values can be passed into the webhook request.

Combine webhook nodes with other automation steps

Send to Webhook nodes work well together with:

Collect Input
AI Actions
Branch
Human Handover

This helps create more advanced workflow automations.

Test the webhook workflow

Before enabling the automation publicly:

Run a test flow
Submit sample customer data
Verify the webhook request is sent
Confirm the external system receives the data

Testing helps identify configuration or integration issues early.

Keep webhook workflows reliable

For better workflow stability:

validate important fields first
test every workflow path
avoid unnecessary complexity
monitor external systems regularly

Reliable integrations usually create smoother automation experiences.

PRO TIP:
Always test webhook workflows using sample customer data before enabling them in production conversations.

Next steps

Test a flow
Use flow variables
Create a Guided Flow

","Send to Webhook nodes allow automations to:\n\n- send collected customer data\n- trigger external workflows\n- connect third-party systems\n- automate backend actions\n\nThese nodes are useful for:\n\n- CRM integrations\n- lead routing\n- support workflows\n- custom backend automations\n\n![](https://xfwuqhn32ahfpsxo.public.blob.vercel-storage.com/org_2xj1unrMw4nPWPSyVwfzLvkXyU7/send-to-webhook-flow-q28grjHEFO2JBNHOmhB2Pomp6LtECj.png)## Open the flow builder\n\nTo use a Send to Webhook node:\n\n1. Open your AI Agent workspace\n2. Go to **Automations**\n3. Open the **Flows** tab\n4. Create or edit a flow\n\nInside the flow builder, you can connect workflows to external systems.\n\n## Add a Send to Webhook node\n\nTo send workflow data externally:\n\n1. Click **+ Add Node**\n2. Select **Send to Webhook**\n3. Connect the node to your workflow\n\nThis creates a webhook step inside the automation flow.\n\n## Configure the webhook URL\n\nInside the node settings:\n\n1. Enter the webhook URL\n2. Save the configuration\n\nThe webhook URL defines where the workflow data should be sent.\n\n![](https://xfwuqhn32ahfpsxo.public.blob.vercel-storage.com/org_2xj1unrMw4nPWPSyVwfzLvkXyU7/send-to-webhook-info-Psu7fsnaBn0ycoxVOwYlzh9pyUoDhM.png)\n\n## Use workflow variables\n\nWebhook nodes can use values collected during the flow.\n\nExamples may include:\n\n- customer name\n- email address\n- phone number\n- custom form inputs\n\nThese values can be passed into the webhook request.\n\n## Combine webhook nodes with other automation steps\n\nSend to Webhook nodes work well together with:\n\n- Collect Input\n- AI Actions\n- Branch\n- Human Handover\n\nThis helps create more advanced workflow automations.\n\n## Test the webhook workflow\n\nBefore enabling the automation publicly:\n\n1. Run a test flow\n2. Submit sample customer data\n3. Verify the webhook request is sent\n4. Confirm the external system receives the data\n\nTesting helps identify configuration or integration issues early.\n\n## Keep webhook workflows reliable\n\nFor better workflow stability:\n\n- validate important fields first\n- test every workflow path\n- avoid unnecessary complexity\n- monitor external systems regularly\n\nReliable integrations usually create smoother automation experiences.\n\n

PRO TIP:
Always test webhook workflows using sample customer data before enabling them in production conversations.

\n\n\n## Next steps\n\n- Test a flow\n- Use flow variables\n- Create a Guided Flow",{"_46":239,"_240":774},[775,780,811,816,847,851,856,861,895,900,906,911,943,948,954,959,976,981,985,987,993,998,1003,1034,1039,1045,1050,1079,1084,1090,1095,1126,1131,1137,1142,1173,1178,1190,1195,1216],{"_46":243,"_244":776,"_240":777},{"_246":-5},[778],{"_140":779,"_46":140},"Send to Webhook nodes allow automations to:",{"_46":251,"_244":781,"_240":782},{"_253":19},[783,790,797,804],{"_46":256,"_240":784},[785],{"_46":243,"_244":786,"_240":787},{"_246":-5},[788],{"_140":789,"_46":140},"send collected customer data",{"_46":256,"_240":791},[792],{"_46":243,"_244":793,"_240":794},{"_246":-5},[795],{"_140":796,"_46":140},"trigger external workflows",{"_46":256,"_240":798},[799],{"_46":243,"_244":800,"_240":801},{"_246":-5},[802],{"_140":803,"_46":140},"connect third-party systems",{"_46":256,"_240":805},[806],{"_46":243,"_244":807,"_240":808},{"_246":-5},[809],{"_140":810,"_46":140},"automate backend 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node",{"_46":243,"_244":907,"_240":908},{"_246":-5},[909],{"_140":910,"_46":140},"To send workflow data externally:",{"_46":312,"_244":912,"_240":913},{"_46":-5,"_314":315,"_253":19},[914,925,936],{"_46":256,"_240":915},[916],{"_46":243,"_244":917,"_240":918},{"_246":-5},[919,921],{"_140":920,"_46":140},"Click ",{"_140":922,"_46":140,"_332":923},"+ Add Node",[924],{"_46":335},{"_46":256,"_240":926},[927],{"_46":243,"_244":928,"_240":929},{"_246":-5},[930,932],{"_140":931,"_46":140},"Select ",{"_140":933,"_46":140,"_332":934},"Send to Webhook",[935],{"_46":335},{"_46":256,"_240":937},[938],{"_46":243,"_244":939,"_240":940},{"_246":-5},[941],{"_140":942,"_46":140},"Connect the node to your workflow",{"_46":243,"_244":944,"_240":945},{"_246":-5},[946],{"_140":947,"_46":140},"This creates a webhook step inside the automation flow.",{"_46":298,"_244":949,"_240":951},{"_24":950,"_301":302,"_246":-5},"ee3914f4-c44e-4b7c-a29e-ddfd4497c2d9",[952],{"_140":953,"_46":140},"Configure the webhook URL",{"_46":243,"_244":955,"_240":956},{"_246":-5},[957],{"_140":958,"_46":140},"Inside the node settings:",{"_46":312,"_244":960,"_240":961},{"_46":-5,"_314":315,"_253":19},[962,969],{"_46":256,"_240":963},[964],{"_46":243,"_244":965,"_240":966},{"_246":-5},[967],{"_140":968,"_46":140},"Enter the webhook URL",{"_46":256,"_240":970},[971],{"_46":243,"_244":972,"_240":973},{"_246":-5},[974],{"_140":975,"_46":140},"Save the configuration",{"_46":243,"_244":977,"_240":978},{"_246":-5},[979],{"_140":980,"_46":140},"The webhook URL defines where the workflow data should be sent.",{"_46":290,"_244":982},{"_292":-5,"_293":983,"_48":-5,"_295":984},"https://xfwuqhn32ahfpsxo.public.blob.vercel-storage.com/org_2xj1unrMw4nPWPSyVwfzLvkXyU7/send-to-webhook-info-Psu7fsnaBn0ycoxVOwYlzh9pyUoDhM.png","ast_01ks2xsvfpf6dvhh96d877t88d",{"_46":243,"_244":986},{"_246":-5},{"_46":298,"_244":988,"_240":990},{"_24":989,"_301":302,"_246":-5},"0acd5770-6343-41cb-82df-f0dc711be6fa",[991],{"_140":992,"_46":140},"Use workflow variables",{"_46":243,"_244":994,"_240":995},{"_246":-5},[996],{"_140":997,"_46":140},"Webhook nodes can use values collected during the flow.",{"_46":243,"_244":999,"_240":1000},{"_246":-5},[1001],{"_140":1002,"_46":140},"Examples may include:",{"_46":251,"_244":1004,"_240":1005},{"_253":19},[1006,1013,1020,1027],{"_46":256,"_240":1007},[1008],{"_46":243,"_244":1009,"_240":1010},{"_246":-5},[1011],{"_140":1012,"_46":140},"customer name",{"_46":256,"_240":1014},[1015],{"_46":243,"_244":1016,"_240":1017},{"_246":-5},[1018],{"_140":1019,"_46":140},"email 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with:",{"_46":251,"_244":1051,"_240":1052},{"_253":19},[1053,1059,1065,1072],{"_46":256,"_240":1054},[1055],{"_46":243,"_244":1056,"_240":1057},{"_246":-5},[1058],{"_140":465,"_46":140},{"_46":256,"_240":1060},[1061],{"_46":243,"_244":1062,"_240":1063},{"_246":-5},[1064],{"_140":472,"_46":140},{"_46":256,"_240":1066},[1067],{"_46":243,"_244":1068,"_240":1069},{"_246":-5},[1070],{"_140":1071,"_46":140},"Branch",{"_46":256,"_240":1073},[1074],{"_46":243,"_244":1075,"_240":1076},{"_246":-5},[1077],{"_140":1078,"_46":140},"Human Handover",{"_46":243,"_244":1080,"_240":1081},{"_246":-5},[1082],{"_140":1083,"_46":140},"This helps create more advanced workflow automations.",{"_46":298,"_244":1085,"_240":1087},{"_24":1086,"_301":302,"_246":-5},"5476768e-559d-4da3-bc87-7faadb3aa918",[1088],{"_140":1089,"_46":140},"Test the webhook workflow",{"_46":243,"_244":1091,"_240":1092},{"_246":-5},[1093],{"_140":1094,"_46":140},"Before enabling the automation 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reliable",{"_46":243,"_244":1138,"_240":1139},{"_246":-5},[1140],{"_140":1141,"_46":140},"For better workflow stability:",{"_46":251,"_244":1143,"_240":1144},{"_253":19},[1145,1152,1159,1166],{"_46":256,"_240":1146},[1147],{"_46":243,"_244":1148,"_240":1149},{"_246":-5},[1150],{"_140":1151,"_46":140},"validate important fields first",{"_46":256,"_240":1153},[1154],{"_46":243,"_244":1155,"_240":1156},{"_246":-5},[1157],{"_140":1158,"_46":140},"test every workflow path",{"_46":256,"_240":1160},[1161],{"_46":243,"_244":1162,"_240":1163},{"_246":-5},[1164],{"_140":1165,"_46":140},"avoid unnecessary complexity",{"_46":256,"_240":1167},[1168],{"_46":243,"_244":1169,"_240":1170},{"_246":-5},[1171],{"_140":1172,"_46":140},"monitor external systems regularly",{"_46":243,"_244":1174,"_240":1175},{"_246":-5},[1176],{"_140":1177,"_46":140},"Reliable integrations usually create smoother automation 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conversations.",{"_46":725},{"_46":298,"_244":1191,"_240":1193},{"_24":1192,"_301":302,"_246":-5},"54aa47ff-0622-4bbb-be29-92bf3724754a",[1194],{"_140":731,"_46":140},{"_46":251,"_244":1196,"_240":1197},{"_253":19},[1198,1204,1210],{"_46":256,"_240":1199},[1200],{"_46":243,"_244":1201,"_240":1202},{"_246":-5},[1203],{"_140":234,"_46":140},{"_46":256,"_240":1205},[1206],{"_46":243,"_244":1207,"_240":1208},{"_246":-5},[1209],{"_140":741,"_46":140},{"_46":256,"_240":1211},[1212],{"_46":243,"_244":1213,"_240":1214},{"_246":-5},[1215],{"_140":755,"_46":140},{"_46":243,"_244":1217},{"_246":-5},{},[],["D",1779288737525],"29a382a1ae2a71cf831d71f99cfeabd6b52a6814d7ae084d8b7bd4eadc0f9e51",{"_24":1223,"_26":1224,"_28":1225,"_30":31,"_5":32,"_33":25,"_34":1226,"_36":-5,"_37":9,"_38":-5,"_39":40,"_41":1227,"_42":43,"_44":43,"_45":43,"_46":233,"_48":1228,"_50":55,"_52":1229,"_54":1230,"_56":1231,"_57":1232,"_58":1662,"_60":61,"_62":61,"_63":-5,"_64":1663,"_66":19,"_67":19,"_68":-5,"_69":-5,"_70":-5,"_71":1664,"_72":761,"_74":1665,"_75":-5},"cnt_01ks2s8kwjfk59g21cerna2y50",["D",1779283808176],["D",1779288372819],"xdubyrd83bww",["D",1779288365949],"Use Human Handover nodes","Learn how to use Human Handover nodes in Guided Flows and transfer conversations from AI workflows to human support. ","

Human Handover nodes allow workflows to escalate conversations when customers require manual assistance.

These nodes are useful for:

support escalation
complex requests
billing issues
sensitive conversations
manual follow-up

Open the flow builder

To use a Human Handover node:

Open your AI Agent workspace
Go to Automations
Open the Flows tab
Create or edit a flow

Inside the flow builder, you can add escalation steps to your workflow.

Add a Human Handover node

To transfer conversations to human support:

Click + Add Node
Select Human Handover
Connect the node to your workflow

This creates a handoff step inside the conversation flow.

Use Human Handover in workflows

Human Handover nodes are commonly used when:

customers request manual support
workflows become too complex
AI responses are no longer sufficient
sensitive support situations occur

This helps create smoother collaboration between AI and support teams.

Combine Human Handover with conditions

Human Handover nodes work well together with:

Branch nodes
Collect Input
AI Actions
Let AI Answer

This allows workflows to escalate conversations dynamically depending on customer behavior or collected inputs.

Use Human Handover after information collection

Many workflows collect customer information before escalation.

Examples:

name
email
issue details
order information

This helps support teams receive better context before continuing the conversation manually.

Test your escalation workflow

Before enabling the automation publicly:

Run a test conversation
Trigger the escalation path
Verify the handoff behavior
Confirm the flow continues correctly

Testing helps identify broken escalation paths or missing information.

Keep escalation flows simple

For better support experiences:

escalate only when necessary
collect important context first
avoid excessive routing
guide customers clearly

Simpler escalation flows usually create better customer experiences.

PRO TIP:
Collect key customer information before Human Handover whenever possible. Better context usually helps support teams respond faster.

Next steps

Use Send to Webhook nodes
Use Branch nodes
Create a Guided Flow

","Human Handover nodes allow workflows to escalate conversations when customers require manual assistance.\n\nThese nodes are useful for:\n\n- support escalation\n- complex requests\n- billing issues\n- sensitive conversations\n- manual follow-up\n\n![](https://xfwuqhn32ahfpsxo.public.blob.vercel-storage.com/org_2xj1unrMw4nPWPSyVwfzLvkXyU7/human-handover-flow-tjijz3mbJg6jpLWoRNMb7HluGMygPy.png)## Open the flow builder\n\nTo use a Human Handover node:\n\n1. Open your AI Agent workspace\n2. Go to **Automations**\n3. Open the **Flows** tab\n4. Create or edit a flow\n\nInside the flow builder, you can add escalation steps to your workflow.\n\n## Add a Human Handover node\n\nTo transfer conversations to human support:\n\n1. Click **+ Add Node**\n2. Select **Human Handover**\n3. Connect the node to your workflow\n\nThis creates a handoff step inside the conversation flow.\n\n![](https://xfwuqhn32ahfpsxo.public.blob.vercel-storage.com/org_2xj1unrMw4nPWPSyVwfzLvkXyU7/let-ai-answer-add-I2I5wdj3uJuALO2qgaARLPEgYZO7mM.png)## Use Human Handover in workflows\n\nHuman Handover nodes are commonly used when:\n\n- customers request manual support\n- workflows become too complex\n- AI responses are no longer sufficient\n- sensitive support situations occur\n\nThis helps create smoother collaboration between AI and support teams.\n\n## Combine Human Handover with conditions\n\nHuman Handover nodes work well together with:\n\n- Branch nodes\n- Collect Input\n- AI Actions\n- Let AI Answer\n\nThis allows workflows to escalate conversations dynamically depending on customer behavior or collected inputs.\n\n![](https://xfwuqhn32ahfpsxo.public.blob.vercel-storage.com/org_2xj1unrMw4nPWPSyVwfzLvkXyU7/human-handover-node-connected-after-a-branch-node-o6clBwqTfdGhKh7lIZnXQXO2MrJQin.png)## Use Human Handover after information collection\n\nMany workflows collect customer information before escalation.\n\nExamples:\n\n- name\n- email\n- issue details\n- order information\n\nThis helps support teams receive better context before continuing the conversation manually.\n\n## Test your escalation workflow\n\nBefore enabling the automation publicly:\n\n1. Run a test conversation\n2. Trigger the escalation path\n3. Verify the handoff behavior\n4. Confirm the flow continues correctly\n\nTesting helps identify broken escalation paths or missing information.\n\n## Keep escalation flows simple\n\nFor better support experiences:\n\n- escalate only when necessary\n- collect important context first\n- avoid excessive routing\n- guide customers clearly\n\nSimpler escalation flows usually create better customer experiences.\n\n

PRO TIP:
Collect key customer information before Human Handover whenever possible. Better context usually helps support teams respond faster.

\n\n\n## Next steps\n\n- Use Send to Webhook nodes\n- Use Branch nodes\n- Create a Guided Flow",{"_46":239,"_240":1233},[1234,1239,1243,1281,1285,1290,1295,1329,1334,1340,1345,1372,1377,1381,1387,1392,1423,1428,1434,1439,1468,1473,1477,1483,1488,1493,1523,1528,1534,1538,1569,1574,1580,1585,1616,1621,1633,1638,1660],{"_46":243,"_244":1235,"_240":1236},{"_246":-5},[1237],{"_140":1238,"_46":140},"Human Handover nodes allow workflows to escalate conversations when customers require manual assistance.",{"_46":243,"_244":1240,"_240":1241},{"_246":-5},[1242],{"_140":815,"_46":140},{"_46":251,"_244":1244,"_240":1245},{"_253":19},[1246,1253,1260,1267,1274],{"_46":256,"_240":1247},[1248],{"_46":243,"_244":1249,"_240":1250},{"_246":-5},[1251],{"_140":1252,"_46":140},"support escalation",{"_46":256,"_240":1254},[1255],{"_46":243,"_244":1256,"_240":1257},{"_246":-5},[1258],{"_140":1259,"_46":140},"complex 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manually.",{"_46":298,"_244":1529,"_240":1531},{"_24":1530,"_301":302,"_246":-5},"c5954bbf-f42a-4350-a92f-7a50db600bc0",[1532],{"_140":1533,"_46":140},"Test your escalation workflow",{"_46":243,"_244":1535,"_240":1536},{"_246":-5},[1537],{"_140":1094,"_46":140},{"_46":312,"_244":1539,"_240":1540},{"_46":-5,"_314":315,"_253":19},[1541,1548,1555,1562],{"_46":256,"_240":1542},[1543],{"_46":243,"_244":1544,"_240":1545},{"_246":-5},[1546],{"_140":1547,"_46":140},"Run a test conversation",{"_46":256,"_240":1549},[1550],{"_46":243,"_244":1551,"_240":1552},{"_246":-5},[1553],{"_140":1554,"_46":140},"Trigger the escalation path",{"_46":256,"_240":1556},[1557],{"_46":243,"_244":1558,"_240":1559},{"_246":-5},[1560],{"_140":1561,"_46":140},"Verify the handoff behavior",{"_46":256,"_240":1563},[1564],{"_46":243,"_244":1565,"_240":1566},{"_246":-5},[1567],{"_140":1568,"_46":140},"Confirm the flow continues correctly",{"_46":243,"_244":1570,"_240":1571},{"_246":-5},[1572],{"_140":1573,"_46":140},"Testing helps identify broken escalation paths or missing information.",{"_46":298,"_244":1575,"_240":1577},{"_24":1576,"_301":302,"_246":-5},"2238c47d-06cc-43ed-8f2a-9afb569fe775",[1578],{"_140":1579,"_46":140},"Keep escalation flows simple",{"_46":243,"_244":1581,"_240":1582},{"_246":-5},[1583],{"_140":1584,"_46":140},"For better support experiences:",{"_46":251,"_244":1586,"_240":1587},{"_253":19},[1588,1595,1602,1609],{"_46":256,"_240":1589},[1590],{"_46":243,"_244":1591,"_240":1592},{"_246":-5},[1593],{"_140":1594,"_46":140},"escalate only when necessary",{"_46":256,"_240":1596},[1597],{"_46":243,"_244":1598,"_240":1599},{"_246":-5},[1600],{"_140":1601,"_46":140},"collect important context first",{"_46":256,"_240":1603},[1604],{"_46":243,"_244":1605,"_240":1606},{"_246":-5},[1607],{"_140":1608,"_46":140},"avoid excessive 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Better context usually helps support teams respond faster.",{"_46":725},{"_46":298,"_244":1634,"_240":1636},{"_24":1635,"_301":302,"_246":-5},"069a78e9-9fed-4543-8ff6-a91aa77b9066",[1637],{"_140":731,"_46":140},{"_46":251,"_244":1639,"_240":1640},{"_253":19},[1641,1647,1654],{"_46":256,"_240":1642},[1643],{"_46":243,"_244":1644,"_240":1645},{"_246":-5},[1646],{"_140":769,"_46":140},{"_46":256,"_240":1648},[1649],{"_46":243,"_244":1650,"_240":1651},{"_246":-5},[1652],{"_140":1653,"_46":140},"Use Branch nodes",{"_46":256,"_240":1655},[1656],{"_46":243,"_244":1657,"_240":1658},{"_246":-5},[1659],{"_140":755,"_46":140},{"_46":243,"_244":1661},{"_246":-5},{},[],["D",1779288372812],"6e0a1f0f720600c62b15b0309d2cb0df88e43947b36519f1a873b267f3b2f118",{"_24":1667,"_26":1668,"_28":1669,"_30":31,"_5":32,"_33":25,"_34":1670,"_36":-5,"_37":9,"_38":-5,"_39":40,"_41":1671,"_42":43,"_44":43,"_45":43,"_46":233,"_48":1672,"_50":55,"_52":1673,"_54":1674,"_56":1675,"_57":1676,"_58":2146,"_60":61,"_62":61,"_63":-5,"_64":2147,"_66":19,"_67":19,"_68":-5,"_69":-5,"_70":-5,"_71":2148,"_72":761,"_74":2149,"_75":-5},"cnt_01ks2s125desnr2rrgzqr0cvav",["D",1779283560648],["D",1779283786856],"coug7pmdrxa7",["D",1779283779205],"Use Let AI Answer nodes","Learn how to use Let AI Answer nodes in Guided Flows and allow your AI Agent to respond dynamically during automation workflows.","

Let AI Answer nodes allow conversations to temporarily move from structured flow logic into AI-generated responses.

These nodes are useful for:

answering customer questions
handling open-ended conversations
reducing rigid workflows
combining automation with AI support

Open the flow builder

To use a Let AI Answer node:

Open your AI Agent workspace
Go to Automations
Open the Flows tab
Create or edit a flow

Inside the flow builder, you can add AI response behavior to your workflow.

Add a Let AI Answer node

To allow AI-generated responses:

Click + Add Node
Select Let AI Answer
Connect the node to your workflow

This allows the AI to respond during that part of the conversation.

Use AI responses inside flows

Let AI Answer nodes help workflows become more flexible by allowing customers to ask natural questions during automation flows.

This is useful when:

customers need clarification
conversations become less structured
workflows require more natural interaction

Combine AI responses with automation

Let AI Answer nodes work well together with:

Send Message
Collect Input
Branch
Human Handover
webhook workflows

This helps combine:

structured automation
dynamic AI conversations

inside the same flow.

Use AI responses carefully

AI-generated responses may behave differently from fully structured flows.

For important workflows such as:

payment collection
legal confirmations
sensitive operations

structured logic is usually more reliable.

Test AI behavior inside flows

Before enabling the workflow publicly:

Run a test conversation
Ask different customer questions
Review AI responses
Verify the flow continues correctly

Testing helps identify confusing or inconsistent behavior.

Keep workflows balanced

Many teams combine:

structured automation for critical steps
AI responses for flexible conversations

This creates a more natural customer experience while maintaining workflow control.

Best practices for Let AI Answer nodes

For better automation workflows:

use AI for conversational flexibility
keep critical logic structured
test edge cases carefully
review real conversations regularly

Balanced workflows are usually easier to manage and improve over time.

PRO TIP:
Use Let AI Answer nodes when customers may ask unpredictable questions during a workflow. This helps conversations feel less robotic.

Next steps

Use Human Handover nodes
Use Send to Webhook nodes
Create a Guided Flow

","Let AI Answer nodes allow conversations to temporarily move from structured flow logic into AI-generated responses.\n\nThese nodes are useful for:\n\n- answering customer questions\n- handling open-ended conversations\n- reducing rigid workflows\n- combining automation with AI support\n\n![](https://xfwuqhn32ahfpsxo.public.blob.vercel-storage.com/org_2xj1unrMw4nPWPSyVwfzLvkXyU7/let-ai-answer-EIkg5P7JUTrnFsDWNDQ2V5iZUfK8s3.png)## Open the flow builder\n\nTo use a Let AI Answer node:\n\n1. Open your AI Agent workspace\n2. Go to **Automations**\n3. Open the **Flows** tab\n4. Create or edit a flow\n\nInside the flow builder, you can add AI response behavior to your workflow.\n\n## Add a Let AI Answer node\n\nTo allow AI-generated responses:\n\n1. Click **+ Add Node**\n2. Select **Let AI Answer**\n3. Connect the node to your workflow\n\nThis allows the AI to respond during that part of the conversation.\n\n![](https://xfwuqhn32ahfpsxo.public.blob.vercel-storage.com/org_2xj1unrMw4nPWPSyVwfzLvkXyU7/let-ai-answer-add-C4hkfKkBWH4EokNU0ymnjPWRw5WC0T.png)## Use AI responses inside flows\n\nLet AI Answer nodes help workflows become more flexible by allowing customers to ask natural questions during automation flows.\n\nThis is useful when:\n\n- customers need clarification\n- conversations become less structured\n- workflows require more natural interaction\n\n## Combine AI responses with automation\n\nLet AI Answer nodes work well together with:\n\n- Send Message\n- Collect Input\n- Branch\n- Human Handover\n- webhook workflows\n\nThis helps combine:\n\n- structured automation\n- dynamic AI conversations\n\ninside the same flow.\n\n![](https://xfwuqhn32ahfpsxo.public.blob.vercel-storage.com/org_2xj1unrMw4nPWPSyVwfzLvkXyU7/let-ai-answer-node-connected-inside-a-flow-PnUCHFAOIr3xhwY1eK2YwRxXgPHTdP.png)## Use AI responses carefully\n\nAI-generated responses may behave differently from fully structured flows.\n\nFor important workflows such as:\n\n- payment collection\n- legal confirmations\n- sensitive operations\n\nstructured logic is usually more reliable.\n\n## Test AI behavior inside flows\n\nBefore enabling the workflow publicly:\n\n1. Run a test conversation\n2. Ask different customer questions\n3. Review AI responses\n4. Verify the flow continues correctly\n\nTesting helps identify confusing or inconsistent behavior.\n\n## Keep workflows balanced\n\nMany teams combine:\n\n- structured automation for critical steps\n- AI responses for flexible conversations\n\nThis creates a more natural customer experience while maintaining workflow control.\n\n## Best practices for Let AI Answer nodes\n\nFor better automation workflows:\n\n- use AI for conversational flexibility\n- keep critical logic structured\n- test edge cases carefully\n- review real conversations regularly\n\nBalanced workflows are usually easier to manage and improve over time.\n\n

PRO TIP:
Use Let AI Answer nodes when customers may ask unpredictable questions during a workflow. This helps conversations feel less robotic.

\n\n\n## Next steps\n\n- Use Human Handover nodes\n- Use Send to Webhook nodes\n- Create a Guided Flow",{"_46":239,"_240":1677},[1678,1683,1687,1718,1722,1727,1732,1766,1771,1777,1782,1809,1814,1818,1824,1829,1834,1858,1864,1869,1904,1909,1926,1931,1935,1941,1946,1951,1975,1980,1986,1991,2021,2026,2032,2037,2054,2059,2065,2070,2101,2106,2118,2123,2144],{"_46":243,"_244":1679,"_240":1680},{"_246":-5},[1681],{"_140":1682,"_46":140},"Let AI Answer nodes allow conversations to temporarily move from structured flow logic into AI-generated responses.",{"_46":243,"_244":1684,"_240":1685},{"_246":-5},[1686],{"_140":815,"_46":140},{"_46":251,"_244":1688,"_240":1689},{"_253":19},[1690,1697,1704,1711],{"_46":256,"_240":1691},[1692],{"_46":243,"_244":1693,"_240":1694},{"_246":-5},[1695],{"_140":1696,"_46":140},"answering customer questions",{"_46":256,"_240":1698},[1699],{"_46":243,"_244":1700,"_240":1701},{"_246":-5},[1702],{"_140":1703,"_46":140},"handling open-ended 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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:

Open your AI Agent workspace
Go to Automations
Open the Flows tab
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:

Click + Add Node
Select Options
Connect the node to your flow

This creates a branching step inside the conversation.

Configure the option message

Inside the node settings:

Enter the message shown to customers
Add the available options
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:

Run a test conversation
Select different options
Verify each branch works correctly
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

","Options nodes help create structured workflows by giving users selectable choices during conversations.\n\nThese nodes are useful for:\n\n- support routing\n- onboarding flows\n- FAQ navigation\n- lead qualification\n- workflow branching\n\n![](https://xfwuqhn32ahfpsxo.public.blob.vercel-storage.com/org_2xj1unrMw4nPWPSyVwfzLvkXyU7/options-node-1-cfXyRKiA4S9jcud5vLUSQ6blQiDRfi.png)## Open the flow builder\n\nTo use an Options node:\n\n1. Open your AI Agent workspace\n2. Go to **Automations**\n3. Open the **Flows** tab\n4. Create or edit a flow\n\nInside the flow builder, you can add selectable options to your workflow.\n\n## Add an Options node\n\nTo create selectable choices:\n\n1. Click **+ Add Node**\n2. Select **Options**\n3. Connect the node to your flow\n\nThis creates a branching step inside the conversation.\n\n![](https://xfwuqhn32ahfpsxo.public.blob.vercel-storage.com/org_2xj1unrMw4nPWPSyVwfzLvkXyU7/options-node-s9x2mWHyocU2FnT72JiAIwzOmie29B.png)## Configure the option message\n\nInside the node settings:\n\n1. Enter the message shown to customers\n2. Add the available options\n3. Save the node settings\n\nThe message helps explain what choices are available.\n\n![](https://xfwuqhn32ahfpsxo.public.blob.vercel-storage.com/org_2xj1unrMw4nPWPSyVwfzLvkXyU7/options-info-aKntBf2kfrnx2nw5zmZfRlOxlD3Q3e.png)![](https://xfwuqhn32ahfpsxo.public.blob.vercel-storage.com/org_2xj1unrMw4nPWPSyVwfzLvkXyU7/options-unmatched-fnunBiyyil8lwl3S1FQd9QC5jYL9l1.png)## Add conversation options\n\nEach option represents a separate workflow path.\n\nExamples may include:\n\n- Sales\n- Support\n- Billing\n- Product Questions\n\nCustomers can select one of the available options during the conversation.\n\n## Connect options to different paths\n\nEach option can connect to a different node or workflow branch.\n\nThis allows conversations to move dynamically based on customer selections.\n\nFor example:\n\n- one option may lead to Human Handover\n- another may continue through AI automation\n- another may trigger a webhook flow\n- \n\n ![](https://xfwuqhn32ahfpsxo.public.blob.vercel-storage.com/org_2xj1unrMw4nPWPSyVwfzLvkXyU7/options-unmatched-fnunBiyyil8lwl3S1FQd9QC5jYL9l1.png)\n\n## Use Options with other nodes\n\nOptions nodes work well together with:\n\n- Send Message\n- Branch\n- Collect Input\n- Human Handover\n- Let AI Answer\n\nThis helps create more structured automation workflows.\n\n## Test your option flow\n\nBefore enabling the workflow publicly:\n\n1. Run a test conversation\n2. Select different options\n3. Verify each branch works correctly\n4. Review the conversation flow\n\nTesting helps identify broken paths or unclear workflows.\n\n## Keep options simple\n\nFor better customer experiences:\n\n- avoid too many options\n- use short labels\n- keep wording clear\n- organize flows logically\n\nSimpler decision trees are usually easier for customers to follow.\n\n

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

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Collect Input nodes allow workflows to request structured information such as:

names
email addresses
phone numbers
custom responses

These nodes are useful for:

lead collection
support forms
onboarding flows
booking requests
customer verification

Open the flow builder

To use a Collect Input node:

Open your AI Agent workspace
Go to Automations
Open the Flows tab
Create or edit a flow

Inside the flow builder, you can add input collection steps to the conversation.

Add a Collect Input node

To collect customer information:

Click + Add Node
Select Collect Input
Connect the node to your flow

This creates a customer input step inside the workflow.

Configure the input field

Inside the node settings, you can configure:

field label
field description
validation type
required status

These settings define what information the customer should provide.

Use validation types

The Collect Input node includes visible validation options such as:

Email
Phone Number
Number

Validation helps ensure customers submit information in the expected format.

Configure required fields

Fields can also be marked as required before the workflow continues.

Required fields are useful for:

lead qualification
support escalation
booking workflows

Only require information that is necessary for the workflow.

Use Collect Input with other nodes

Collect Input nodes work well together with:

Send Message
Options
Branch
Send to Webhook
AI Actions

This allows workflows to collect and process customer information step-by-step.

Test your collection flow

Before enabling the automation publicly:

Start a test conversation
Submit sample inputs
Verify validation behavior
Confirm the workflow continues correctly

Testing helps prevent broken or confusing flows.

Keep collection flows simple

For better completion rates:

ask short questions
collect only necessary information
avoid long forms
validate only important fields

Simpler workflows are usually easier for customers to complete.

PRO TIP:
Customers are more likely to complete flows when each step asks for one clear piece of information at a time.

Next steps

Use Options nodes
Use Branch nodes
Create a Guided Flow

","Collect Input nodes allow workflows to request structured information such as:\n\n- names\n- email addresses\n- phone numbers\n- custom responses\n\nThese nodes are useful for:\n\n- lead collection\n- support forms\n- onboarding flows\n- booking requests\n- customer verification\n\n![](https://xfwuqhn32ahfpsxo.public.blob.vercel-storage.com/org_2xj1unrMw4nPWPSyVwfzLvkXyU7/collect-input-jnukhzymRGQrWXr0Snt7z2pUYv1Y81.png)## Open the flow builder\n\nTo use a Collect Input node:\n\n1. Open your AI Agent workspace\n2. Go to **Automations**\n3. Open the **Flows** tab\n4. Create or edit a flow\n\nInside the flow builder, you can add input collection steps to the conversation.\n\n## Add a Collect Input node\n\nTo collect customer information:\n\n1. Click **+ Add Node**\n2. Select **Collect Input**\n3. Connect the node to your flow\n\nThis creates a customer input step inside the workflow.\n\n![](https://xfwuqhn32ahfpsxo.public.blob.vercel-storage.com/org_2xj1unrMw4nPWPSyVwfzLvkXyU7/collect-input-add-m11KeA4e8r91OdvJNgHVvm6cVMaSoN.png)## Configure the input field\n\nInside the node settings, you can configure:\n\n- field label\n- field description\n- validation type\n- required status\n\nThese settings define what information the customer should provide.\n\n![](https://xfwuqhn32ahfpsxo.public.blob.vercel-storage.com/org_2xj1unrMw4nPWPSyVwfzLvkXyU7/collect-input-info-KV89E6cI3EybvTfbko72DifNSsNMMx.png)## Use validation types\n\nThe Collect Input node includes visible validation options such as:\n\n- Email\n- Phone Number\n- Number\n\nValidation helps ensure customers submit information in the expected format.\n\n![](https://xfwuqhn32ahfpsxo.public.blob.vercel-storage.com/org_2xj1unrMw4nPWPSyVwfzLvkXyU7/validator-6UAusE3QsUFCF4CR54VTKqJEYj2Nkb.png)## Configure required fields\n\nFields can also be marked as required before the workflow continues.\n\nRequired fields are useful for:\n\n- lead qualification\n- support escalation\n- booking workflows\n\nOnly require information that is necessary for the workflow.\n\n## Use Collect Input with other nodes\n\nCollect Input nodes work well together with:\n\n- Send Message\n- Options\n- Branch\n- Send to Webhook\n- AI Actions\n\nThis allows workflows to collect and process customer information step-by-step.\n\n## Test your collection flow\n\nBefore enabling the automation publicly:\n\n1. Start a test conversation\n2. Submit sample inputs\n3. Verify validation behavior\n4. Confirm the workflow continues correctly\n\nTesting helps prevent broken or confusing flows.\n\n## Keep collection flows simple\n\nFor better completion rates:\n\n- ask short questions\n- collect only necessary information\n- avoid long forms\n- validate only important fields\n\nSimpler workflows are usually easier for customers to complete.\n\n

PRO TIP:
Customers are more likely to complete flows when each step asks for one clear piece of information at a time.

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time.",{"_46":725},{"_46":298,"_244":3125,"_240":3127},{"_24":3126,"_301":302,"_246":-5},"c52cf9ce-8932-4b1e-9efb-0fc762a84060",[3128],{"_140":731,"_46":140},{"_46":251,"_244":3130,"_240":3131},{"_253":19},[3132,3138,3144],{"_46":256,"_240":3133},[3134],{"_46":243,"_244":3135,"_240":3136},{"_246":-5},[3137],{"_140":2156,"_46":140},{"_46":256,"_240":3139},[3140],{"_46":243,"_244":3141,"_240":3142},{"_246":-5},[3143],{"_140":1653,"_46":140},{"_46":256,"_240":3145},[3146],{"_46":243,"_244":3147,"_240":3148},{"_246":-5},[3149],{"_140":755,"_46":140},{"_46":243,"_244":3151},{"_246":-5},{},[],["D",1779283077292],"f87bf79643ec1ca9000b65f2d0a8220dc534b381d84a9604450b4298873ed605",{"_24":3157,"_26":3158,"_28":3159,"_30":31,"_5":32,"_33":25,"_34":3160,"_36":-5,"_37":9,"_38":-5,"_39":40,"_41":3161,"_42":43,"_44":43,"_45":43,"_46":233,"_48":3162,"_50":55,"_52":3163,"_54":3164,"_56":3165,"_57":3166,"_58":3603,"_60":61,"_62":61,"_63":-5,"_64":3604,"_66":19,"_67":19,"_68":-5,"_69":-5,"_70":-5,"_71":3605,"_72":761,"_74":3606,"_75":-5},"cnt_01ks2qqbasfk4sgr6ywp2mqt62",["D",1779282193781],["D",1779282419225],"idpzypw64mai",["D",1779282368132],"Use Send Message nodes","Learn how to use Send Message nodes in Guided Flows and send messages to customers during automated conversations.","

Send Message nodes allow your workflow to:

display text messages
guide users through flows
explain next steps
provide instructions
structure conversations

These nodes are commonly used throughout automation workflows.

Open the flow builder

To use a Send Message node:

Open your AI Agent workspace
Go to Automations
Open the Flows tab
Create or edit a flow

Inside the flow builder, you can add message nodes to the workflow.

Add a Send Message node

To add a message step:

Click + Add Node
Select Send Message
Connect the node to your flow

This creates a message step inside the conversation.

Configure the message content

Inside the node settings:

Enter the message text
Save the node configuration

This message will appear to users during the flow.

Use Send Message nodes for guidance

Send Message nodes are useful for:

welcoming users
explaining workflows
confirming actions
providing instructions
guiding next steps

Short and clear messages usually create better conversation experiences.

Combine messages with other nodes

Send Message nodes work together with:

Collect Input
Options
Branch
Human Handover
Send to Webhook

This helps create more structured workflows.

Use variables inside workflows

Send Message nodes can appear alongside workflow variables and collected inputs.

This helps create more dynamic conversation flows during automations.

Test your message flow

Before enabling the automation publicly:

Run a test conversation
Review message clarity
Verify flow sequencing
Confirm the conversation feels natural

Testing helps identify confusing or repetitive messaging.

Keep messages concise

For better conversation experiences:

use short messages
avoid large paragraphs
guide users clearly
keep workflows easy to follow

Simpler conversations are usually easier for customers to complete.

PRO TIP:
Treat automation messages like real conversations. Clear and natural wording usually improves completion rates significantly.

Next steps

Use Collect Input nodes
Use Options nodes
Create a Guided Flow

","Send Message nodes allow your workflow to:\n\n- display text messages\n- guide users through flows\n- explain next steps\n- provide instructions\n- structure conversations\n\nThese nodes are commonly used throughout automation workflows.\n\n![](https://xfwuqhn32ahfpsxo.public.blob.vercel-storage.com/org_2xj1unrMw4nPWPSyVwfzLvkXyU7/send-message-hK0F2ZsShW5v7Cz0Mvny9uvsKPkqgw.png)## Open the flow builder\n\nTo use a Send Message node:\n\n1. Open your AI Agent workspace\n2. Go to **Automations**\n3. Open the **Flows** tab\n4. Create or edit a flow\n\nInside the flow builder, you can add message nodes to the workflow.\n\n## Add a Send Message node\n\nTo add a message step:\n\n1. Click **+ Add Node**\n2. Select **Send Message**\n3. Connect the node to your flow\n\nThis creates a message step inside the conversation.\n\n![](https://xfwuqhn32ahfpsxo.public.blob.vercel-storage.com/org_2xj1unrMw4nPWPSyVwfzLvkXyU7/send-message-flow-1Jql9dBhVTolE6r1jTHm75yPkbEQpD.png)## Configure the message content\n\nInside the node settings:\n\n1. Enter the message text\n2. Save the node configuration\n\nThis message will appear to users during the flow.\n\n![](https://xfwuqhn32ahfpsxo.public.blob.vercel-storage.com/org_2xj1unrMw4nPWPSyVwfzLvkXyU7/send-message-info-Pn8x6y4rSd6NKFyF2foBoES6CnGOrZ.png)## Use Send Message nodes for guidance\n\nSend Message nodes are useful for:\n\n- welcoming users\n- explaining workflows\n- confirming actions\n- providing instructions\n- guiding next steps\n\nShort and clear messages usually create better conversation experiences.\n\n## Combine messages with other nodes\n\nSend Message nodes work together with:\n\n- Collect Input\n- Options\n- Branch\n- Human Handover\n- Send to Webhook\n\nThis helps create more structured workflows.\n\n## Use variables inside workflows\n\nSend Message nodes can appear alongside workflow variables and collected inputs.\n\nThis helps create more dynamic conversation flows during automations.\n\n## Test your message flow\n\nBefore enabling the automation publicly:\n\n1. Run a test conversation\n2. Review message clarity\n3. Verify flow sequencing\n4. Confirm the conversation feels natural\n\nTesting helps identify confusing or repetitive messaging.\n\n## Keep messages concise\n\nFor better conversation experiences:\n\n- use short messages\n- avoid large paragraphs\n- guide users clearly\n- keep workflows easy to follow\n\nSimpler conversations are usually easier for customers to complete.\n\n

PRO TIP:
Treat automation messages like real conversations. Clear and natural wording usually improves completion rates significantly.

\n\n\n## Next steps\n\n- Use Collect Input nodes\n- Use Options nodes\n- Create a Guided Flow",{"_46":239,"_240":3167},[3168,3173,3211,3216,3220,3225,3230,3264,3269,3275,3280,3307,3312,3316,3322,3326,3343,3348,3352,3358,3363,3401,3406,3412,3417,3450,3455,3461,3466,3471,3477,3481,3511,3516,3522,3527,3558,3563,3575,3580,3601],{"_46":243,"_244":3169,"_240":3170},{"_246":-5},[3171],{"_140":3172,"_46":140},"Send Message nodes allow your workflow to:",{"_46":251,"_244":3174,"_240":3175},{"_253":19},[3176,3183,3190,3197,3204],{"_46":256,"_240":3177},[3178],{"_46":243,"_244":3179,"_240":3180},{"_246":-5},[3181],{"_140":3182,"_46":140},"display text messages",{"_46":256,"_240":3184},[3185],{"_46":243,"_244":3186,"_240":3187},{"_246":-5},[3188],{"_140":3189,"_46":140},"guide users through flows",{"_46":256,"_240":3191},[3192],{"_46":243,"_244":3193,"_240":3194},{"_246":-5},[3195],{"_140":3196,"_46":140},"explain next 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conversation.",{"_46":290,"_244":3313},{"_292":-5,"_293":3314,"_48":-5,"_295":3315},"https://xfwuqhn32ahfpsxo.public.blob.vercel-storage.com/org_2xj1unrMw4nPWPSyVwfzLvkXyU7/send-message-flow-1Jql9dBhVTolE6r1jTHm75yPkbEQpD.png","ast_01ks2qw4wwfvgas3mab2rwqfr7",{"_46":298,"_244":3317,"_240":3319},{"_24":3318,"_301":302,"_246":-5},"84412676-7eed-422d-8cdc-516da20d034d",[3320],{"_140":3321,"_46":140},"Configure the message content",{"_46":243,"_244":3323,"_240":3324},{"_246":-5},[3325],{"_140":958,"_46":140},{"_46":312,"_244":3327,"_240":3328},{"_46":-5,"_314":315,"_253":19},[3329,3336],{"_46":256,"_240":3330},[3331],{"_46":243,"_244":3332,"_240":3333},{"_246":-5},[3334],{"_140":3335,"_46":140},"Enter the message text",{"_46":256,"_240":3337},[3338],{"_46":243,"_244":3339,"_240":3340},{"_246":-5},[3341],{"_140":3342,"_46":140},"Save the node configuration",{"_46":243,"_244":3344,"_240":3345},{"_246":-5},[3346],{"_140":3347,"_46":140},"This message will appear to users during the flow.",{"_46":290,"_244":3349},{"_292":-5,"_293":3350,"_48":-5,"_295":3351},"https://xfwuqhn32ahfpsxo.public.blob.vercel-storage.com/org_2xj1unrMw4nPWPSyVwfzLvkXyU7/send-message-info-Pn8x6y4rSd6NKFyF2foBoES6CnGOrZ.png","ast_01ks2qwefreh6r52dkc0fcrrac",{"_46":298,"_244":3353,"_240":3355},{"_24":3354,"_301":302,"_246":-5},"b1405409-6d7e-4059-b9a9-420dbf1fcad1",[3356],{"_140":3357,"_46":140},"Use Send Message nodes for guidance",{"_46":243,"_244":3359,"_240":3360},{"_246":-5},[3361],{"_140":3362,"_46":140},"Send Message nodes are useful for:",{"_46":251,"_244":3364,"_240":3365},{"_253":19},[3366,3373,3380,3387,3394],{"_46":256,"_240":3367},[3368],{"_46":243,"_244":3369,"_240":3370},{"_246":-5},[3371],{"_140":3372,"_46":140},"welcoming users",{"_46":256,"_240":3374},[3375],{"_46":243,"_244":3376,"_240":3377},{"_246":-5},[3378],{"_140":3379,"_46":140},"explaining workflows",{"_46":256,"_240":3381},[3382],{"_46":243,"_244":3383,"_240":3384},{"_246":-5},[3385],{"_140":3386,"_46":140},"confirming actions",{"_46":256,"_240":3388},[3389],{"_46":243,"_244":3390,"_240":3391},{"_246":-5},[3392],{"_140":3393,"_46":140},"providing instructions",{"_46":256,"_240":3395},[3396],{"_46":243,"_244":3397,"_240":3398},{"_246":-5},[3399],{"_140":3400,"_46":140},"guiding next steps",{"_46":243,"_244":3402,"_240":3403},{"_246":-5},[3404],{"_140":3405,"_46":140},"Short and clear messages usually create better conversation experiences.",{"_46":298,"_244":3407,"_240":3409},{"_24":3408,"_301":302,"_246":-5},"f95b6e0a-5bc4-48f6-baac-531f03b31d75",[3410],{"_140":3411,"_46":140},"Combine messages with other nodes",{"_46":243,"_244":3413,"_240":3414},{"_246":-5},[3415],{"_140":3416,"_46":140},"Send Message nodes work together with:",{"_46":251,"_244":3418,"_240":3419},{"_253":19},[3420,3426,3432,3438,3444],{"_46":256,"_240":3421},[3422],{"_46":243,"_244":3423,"_240":3424},{"_246":-5},[3425],{"_140":465,"_46":140},{"_46":256,"_240":3427},[3428],{"_46":243,"_244":3429,"_240":3430},{"_246":-5},[3431],{"_140":2292,"_46":140},{"_46":256,"_240":3433},[3434],{"_46":243,"_244":3435,"_240":3436},{"_246":-5},[3437],{"_140":1071,"_46":140},{"_46":256,"_240":3439},[3440],{"_46":243,"_244":3441,"_240":3442},{"_246":-5},[3443],{"_140":1078,"_46":140},{"_46":256,"_240":3445},[3446],{"_46":243,"_244":3447,"_240":3448},{"_246":-5},[3449],{"_140":933,"_46":140},{"_46":243,"_244":3451,"_240":3452},{"_246":-5},[3453],{"_140":3454,"_46":140},"This helps create more structured workflows.",{"_46":298,"_244":3456,"_240":3458},{"_24":3457,"_301":302,"_246":-5},"091f3d41-1ee6-4eae-9425-a73a2106bc75",[3459],{"_140":3460,"_46":140},"Use variables inside 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messages",{"_46":256,"_240":3538},[3539],{"_46":243,"_244":3540,"_240":3541},{"_246":-5},[3542],{"_140":3543,"_46":140},"avoid large paragraphs",{"_46":256,"_240":3545},[3546],{"_46":243,"_244":3547,"_240":3548},{"_246":-5},[3549],{"_140":3550,"_46":140},"guide users clearly",{"_46":256,"_240":3552},[3553],{"_46":243,"_244":3554,"_240":3555},{"_246":-5},[3556],{"_140":3557,"_46":140},"keep workflows easy to follow",{"_46":243,"_244":3559,"_240":3560},{"_246":-5},[3561],{"_140":3562,"_46":140},"Simpler conversations are usually easier for customers to complete.",{"_46":710,"_240":3564},[3565,3574],{"_46":713,"_240":3566},[3567],{"_46":243,"_244":3568,"_240":3569},{"_246":-5},[3570,3571,3572],{"_140":719,"_46":140},{"_46":721},{"_140":3573,"_46":140},"Treat automation messages like real conversations. Clear and natural wording usually improves completion rates significantly.",{"_46":725},{"_46":298,"_244":3576,"_240":3578},{"_24":3577,"_301":302,"_246":-5},"9825f97d-4abd-4b29-8bfc-01007e8378d7",[3579],{"_140":731,"_46":140},{"_46":251,"_244":3581,"_240":3582},{"_253":19},[3583,3589,3595],{"_46":256,"_240":3584},[3585],{"_46":243,"_244":3586,"_240":3587},{"_246":-5},[3588],{"_140":2651,"_46":140},{"_46":256,"_240":3590},[3591],{"_46":243,"_244":3592,"_240":3593},{"_246":-5},[3594],{"_140":2156,"_46":140},{"_46":256,"_240":3596},[3597],{"_46":243,"_244":3598,"_240":3599},{"_246":-5},[3600],{"_140":755,"_46":140},{"_46":243,"_244":3602},{"_246":-5},{},[],["D",1779282419215],"ee2afaff8028d4ba4561b8728e0dd058a729198bd90c31108308bb1a41e2bf48",{"_24":3608,"_26":3609,"_28":3610,"_30":31,"_5":32,"_33":25,"_34":3611,"_36":-5,"_37":9,"_38":-5,"_39":40,"_41":3612,"_42":43,"_44":43,"_45":43,"_46":233,"_48":3613,"_50":55,"_52":3614,"_54":3615,"_56":3616,"_57":3617,"_58":4111,"_60":61,"_62":61,"_63":-5,"_64":4112,"_66":19,"_67":19,"_68":-5,"_69":-5,"_70":-5,"_71":4113,"_72":761,"_74":4114,"_75":-5},"cnt_01ks2qac81fewt9wgs2n3p8dr0",["D",1779281768734],["D",1779282195590],"td6yifq2ft3o",["D",1779282178352],"Connect automations to webhooks","Learn how to connect automations to webhooks in Mando AI and send collected data to external systems.","

Webhook nodes allow workflows to:

send customer data
trigger external automations
connect third-party systems
update external tools
sync collected information

This is useful for:

CRM integrations
lead routing
external workflows
custom backend automation

Open the flow builder

To connect a webhook:

Open your AI Agent workspace
Go to Automations
Open the Flows tab
Create or edit a flow

Inside the flow builder, you can add webhook nodes to your workflow.

Add a Send to Webhook node

To send data externally:

Click + Add Node
Select Send to Webhook
Connect the node to your workflow

This node allows the flow to send information outside Mando AI.

Configure the webhook URL

Inside the node settings:

Enter the webhook URL
Review the request configuration
Save the node settings

The webhook URL defines where the collected data will be sent.

Send collected variables

Webhook nodes can use collected variables from the workflow.

Examples may include:

customer name
email
phone number
form inputs
collected responses

These variables can be inserted into the webhook payload.

Use webhooks with AI Actions

Webhook nodes work especially well with:

AI Actions
Collect Input nodes
Guided Flows
lead collection workflows

This allows customer information to move into external systems automatically.

Test the webhook workflow

Before enabling the automation publicly:

Run a test flow
Submit sample customer data
Verify the webhook receives the request
Review the external system behavior

Testing helps identify integration issues early.

Handle failed workflows carefully

If the external webhook is unavailable:

requests may fail
workflows may stop
customer actions may not complete correctly

Always test external systems before using them in production workflows.

Best practices for webhook automations

For more reliable workflows:

validate collected fields first
test with sample payloads
keep workflows simple
monitor external integrations regularly

Reliable external systems usually create smoother automation experiences.

PRO TIP:
Start with simple webhook workflows first before building larger multi-step automations. Smaller flows are usually easier to test and maintain.

Next steps

Create an AI Action
Configure target fields
Create a Guided Flow

","Webhook nodes allow workflows to:\n\n- send customer data\n- trigger external automations\n- connect third-party systems\n- update external tools\n- sync collected information\n\nThis is useful for:\n\n- CRM integrations\n- lead routing\n- external workflows\n- custom backend automation\n\n![](https://xfwuqhn32ahfpsxo.public.blob.vercel-storage.com/org_2xj1unrMw4nPWPSyVwfzLvkXyU7/flow-webhook-aHfG5K5rjxiCI4CUvladtJBUXm6pi9.png)## Open the flow builder\n\nTo connect a webhook:\n\n1. Open your AI Agent workspace\n2. Go to **Automations**\n3. Open the **Flows** tab\n4. Create or edit a flow\n\nInside the flow builder, you can add webhook nodes to your workflow.\n\n## Add a Send to Webhook node\n\nTo send data externally:\n\n1. Click **+ Add Node**\n2. Select **Send to Webhook**\n3. Connect the node to your workflow\n\nThis node allows the flow to send information outside Mando AI.\n\n![](https://xfwuqhn32ahfpsxo.public.blob.vercel-storage.com/org_2xj1unrMw4nPWPSyVwfzLvkXyU7/send-to-webhook-xLMUWS06AiCLjGdlWc4e1Q03dJATSD.png)## Configure the webhook URL\n\nInside the node settings:\n\n1. Enter the webhook URL\n2. Review the request configuration\n3. Save the node settings\n\nThe webhook URL defines where the collected data will be sent.\n\n![](https://xfwuqhn32ahfpsxo.public.blob.vercel-storage.com/org_2xj1unrMw4nPWPSyVwfzLvkXyU7/send-to-webhook-url-v1vs6zgEo6Z1mCApKsVZFkKqaMwVwc.png)## Send collected variables\n\nWebhook nodes can use collected variables from the workflow.\n\nExamples may include:\n\n- customer name\n- email\n- phone number\n- form inputs\n- collected responses\n\nThese variables can be inserted into the webhook payload.\n\n## Use webhooks with AI Actions\n\nWebhook nodes work especially well with:\n\n- AI Actions\n- Collect Input nodes\n- Guided Flows\n- lead collection workflows\n\nThis allows customer information to move into external systems automatically.\n\n![](https://xfwuqhn32ahfpsxo.public.blob.vercel-storage.com/org_2xj1unrMw4nPWPSyVwfzLvkXyU7/webhook-ai-action-BgfipZentZwgjzIYdEvPFoJTGJtnVc.png)## Test the webhook workflow\n\nBefore enabling the automation publicly:\n\n1. Run a test flow\n2. Submit sample customer data\n3. Verify the webhook receives the request\n4. Review the external system behavior\n\nTesting helps identify integration issues early.\n\n## Handle failed workflows carefully\n\nIf the external webhook is unavailable:\n\n- requests may fail\n- workflows may stop\n- customer actions may not complete correctly\n\nAlways test external systems before using them in production workflows.\n\n## Best practices for webhook automations\n\nFor more reliable workflows:\n\n- validate collected fields first\n- test with sample payloads\n- keep workflows simple\n- monitor external integrations regularly\n\nReliable external systems usually create smoother automation experiences.\n\n

PRO TIP:
Start with simple webhook workflows first before building larger multi-step automations. Smaller flows are usually easier to test and maintain.

\n\n\n## Next steps\n\n- Create an AI Action\n- Configure target fields\n- Create a Guided Flow",{"_46":239,"_240":3618},[3619,3624,3661,3666,3695,3699,3704,3709,3743,3748,3753,3758,3785,3790,3794,3799,3803,3825,3830,3834,3840,3845,3849,3884,3889,3895,3900,3930,3935,3939,3944,3948,3977,3982,3988,3993,4017,4022,4028,4033,4064,4069,4081,4086,4109],{"_46":243,"_244":3620,"_240":3621},{"_246":-5},[3622],{"_140":3623,"_46":140},"Webhook nodes allow workflows to:",{"_46":251,"_244":3625,"_240":3626},{"_253":19},[3627,3634,3641,3647,3654],{"_46":256,"_240":3628},[3629],{"_46":243,"_244":3630,"_240":3631},{"_246":-5},[3632],{"_140":3633,"_46":140},"send customer data",{"_46":256,"_240":3635},[3636],{"_46":243,"_244":3637,"_240":3638},{"_246":-5},[3639],{"_140":3640,"_46":140},"trigger external 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stop",{"_46":256,"_240":4011},[4012],{"_46":243,"_244":4013,"_240":4014},{"_246":-5},[4015],{"_140":4016,"_46":140},"customer actions may not complete correctly",{"_46":243,"_244":4018,"_240":4019},{"_246":-5},[4020],{"_140":4021,"_46":140},"Always test external systems before using them in production workflows.",{"_46":298,"_244":4023,"_240":4025},{"_24":4024,"_301":302,"_246":-5},"103f4c0b-a74f-47ef-8136-7a68cd4dc96b",[4026],{"_140":4027,"_46":140},"Best practices for webhook automations",{"_46":243,"_244":4029,"_240":4030},{"_246":-5},[4031],{"_140":4032,"_46":140},"For more reliable workflows:",{"_46":251,"_244":4034,"_240":4035},{"_253":19},[4036,4043,4050,4057],{"_46":256,"_240":4037},[4038],{"_46":243,"_244":4039,"_240":4040},{"_246":-5},[4041],{"_140":4042,"_46":140},"validate collected fields first",{"_46":256,"_240":4044},[4045],{"_46":243,"_244":4046,"_240":4047},{"_246":-5},[4048],{"_140":4049,"_46":140},"test with sample 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Smaller flows are usually easier to test and maintain.",{"_46":725},{"_46":298,"_244":4082,"_240":4084},{"_24":4083,"_301":302,"_246":-5},"984e9a6e-f0bf-4cf4-a955-f170a3fd435a",[4085],{"_140":731,"_46":140},{"_46":251,"_244":4087,"_240":4088},{"_253":19},[4089,4096,4103],{"_46":256,"_240":4090},[4091],{"_46":243,"_244":4092,"_240":4093},{"_246":-5},[4094],{"_140":4095,"_46":140},"Create an AI Action",{"_46":256,"_240":4097},[4098],{"_46":243,"_244":4099,"_240":4100},{"_246":-5},[4101],{"_140":4102,"_46":140},"Configure target fields",{"_46":256,"_240":4104},[4105],{"_46":243,"_244":4106,"_240":4107},{"_246":-5},[4108],{"_140":755,"_46":140},{"_46":243,"_244":4110},{"_246":-5},{},[],["D",1779282195582],"8f0ba51d640a759c43b401fcfc61ebc537445dbb23900ed90913ffc1806a1668",{"_24":4116,"_26":4117,"_28":4118,"_30":31,"_5":32,"_33":25,"_34":4119,"_36":-5,"_37":9,"_38":-5,"_39":40,"_41":4120,"_42":43,"_44":43,"_45":43,"_46":233,"_48":4102,"_50":55,"_52":4121,"_54":4122,"_56":4123,"_57":4124,"_58":4642,"_60":61,"_62":61,"_63":-5,"_64":4643,"_66":19,"_67":19,"_68":-5,"_69":-5,"_70":-5,"_71":4644,"_72":761,"_74":4645,"_75":-5},"cnt_01ks2mfg1vf27tnx3s4070f7w5",["D",1779278790717],["D",1779281760556],"1dk1mt5niens",["D",1779281753549],"Learn how to configure target fields inside AI Actions and collect structured customer information during automated workflows.","

Learn how to configure target fields inside AI Actions and collect structured customer information during automated workflows.

Target fields define the information your AI Action should collect from users during conversations.

These fields are useful for:

lead collection
support workflows
booking requests
customer onboarding
webhook submissions

Open the Target Fields section

To configure target fields:

Open your AI Agent workspace
Go to Automations
Open AI Actions
Create or edit an AI Action
Open the Target Fields section

Inside this section, you can configure the fields used during the automation flow.

Add a target field

To create a field:

Click Add Field
Enter the field details
Configure the field behavior
Save the field

Each field represents a value the AI should collect from the customer.

Configure field details

Each target field includes configurable settings such as:

field name
field description
field type
validation behavior

These settings help the AI understand what information should be collected.

Use validation settings

Target fields support validation options visible inside the builder.

Available validation examples shown in the interface include:

Email
Phone Number
Number

Validation helps ensure customer inputs follow the expected format.

Configure required fields

Fields can also be marked as required.

Required fields help ensure important information is collected before the workflow continues.

This is useful for:

lead qualification
support escalation
booking workflows

Use field descriptions carefully

Field descriptions help guide AI behavior during information collection.

Clear descriptions usually improve:

response quality
collection accuracy
workflow consistency

Short and direct descriptions usually work best.

Use target fields with AI Actions

Target fields work together with:

AI Actions
Guided Flows
webhooks
conversation automations

Collected information can later be passed into workflows or external systems.

Test your field collection flow

Before enabling the workflow publicly:

Start a test conversation
Submit sample customer inputs
Verify validation behavior
Confirm fields are collected correctly

Testing helps prevent collection and formatting issues.

Best practices for target fields

For better automation workflows:

collect only necessary information
use clear field names
validate important fields
avoid overly long forms

Shorter collection flows usually create better customer completion rates.

PRO TIP:
Use validation rules only for fields that truly require formatting checks. Too many validation steps can make conversations feel restrictive.

Next steps

Connect automations to webhooks
Create an AI Action
Create a Guided Flow

","Learn how to configure target fields inside AI Actions and collect structured customer information during automated workflows.\n\nTarget fields define the information your AI Action should collect from users during conversations.\n\nThese fields are useful for:\n\n- lead collection\n- support workflows\n- booking requests\n- customer onboarding\n- webhook submissions\n\n![](https://xfwuqhn32ahfpsxo.public.blob.vercel-storage.com/org_2xj1unrMw4nPWPSyVwfzLvkXyU7/target-fields-rug9aVUiRHLuUSYVo6nQYwQUxMOvum.png)## Open the Target Fields section\n\nTo configure target fields:\n\n1. Open your AI Agent workspace\n2. Go to **Automations**\n3. Open **AI Actions**\n4. Create or edit an AI Action\n5. Open the **Target Fields** section\n\nInside this section, you can configure the fields used during the automation flow.\n\n## Add a target field\n\nTo create a field:\n\n1. Click **Add Field**\n2. Enter the field details\n3. Configure the field behavior\n4. Save the field\n\nEach field represents a value the AI should collect from the customer.\n\n## Configure field details\n\nEach target field includes configurable settings such as:\n\n- field name\n- field description\n- field type\n- validation behavior\n\nThese settings help the AI understand what information should be collected.\n\n## Use validation settings\n\nTarget fields support validation options visible inside the builder.\n\nAvailable validation examples shown in the interface include:\n\n- Email\n- Phone Number\n- Number\n\nValidation helps ensure customer inputs follow the expected format.\n\n![](https://xfwuqhn32ahfpsxo.public.blob.vercel-storage.com/org_2xj1unrMw4nPWPSyVwfzLvkXyU7/trigger-type-hvEJYfTpJk8pUrR35JzCAiZKRAsCZJ.png)## Configure required fields\n\nFields can also be marked as required.\n\nRequired fields help ensure important information is collected before the workflow continues.\n\nThis is useful for:\n\n- lead qualification\n- support escalation\n- booking workflows\n\n## Use field descriptions carefully\n\nField descriptions help guide AI behavior during information collection.\n\nClear descriptions usually improve:\n\n- response quality\n- collection accuracy\n- workflow consistency\n\nShort and direct descriptions usually work best.\n\n## Use target fields with AI Actions\n\nTarget fields work together with:\n\n- AI Actions\n- Guided Flows\n- webhooks\n- conversation automations\n\nCollected information can later be passed into workflows or external systems.\n\n## Test your field collection flow\n\nBefore enabling the workflow publicly:\n\n1. Start a test conversation\n2. Submit sample customer inputs\n3. Verify validation behavior\n4. Confirm fields are collected correctly\n\nTesting helps prevent collection and formatting issues.\n\n## Best practices for target fields\n\nFor better automation workflows:\n\n- collect only necessary information\n- use clear field names\n- validate important fields\n- avoid overly long forms\n\nShorter collection flows usually create better customer completion rates.\n\n

PRO TIP:
Use validation rules only for fields that truly require formatting checks. Too many validation steps can make conversations feel restrictive.

\n\n\n## Next steps\n\n- Connect automations to webhooks\n- Create an AI Action\n- Create a Guided Flow",{"_46":239,"_240":4125},[4126,4130,4135,4140,4175,4179,4185,4190,4237,4242,4248,4253,4287,4292,4298,4303,4333,4338,4344,4349,4354,4375,4380,4384,4389,4394,4399,4403,4424,4430,4435,4440,4464,4469,4475,4480,4509,4514,4520,4524,4553,4558,4564,4568,4597,4602,4614,4619,4640],{"_46":243,"_244":4127,"_240":4128},{"_246":-5},[4129],{"_140":4121,"_46":140},{"_46":243,"_244":4131,"_240":4132},{"_246":-5},[4133],{"_140":4134,"_46":140},"Target fields define the information your AI Action should collect from users during conversations.",{"_46":243,"_244":4136,"_240":4137},{"_246":-5},[4138],{"_140":4139,"_46":140},"These fields are useful 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section",{"_46":243,"_244":4238,"_240":4239},{"_246":-5},[4240],{"_140":4241,"_46":140},"Inside this section, you can configure the fields used during the automation flow.",{"_46":298,"_244":4243,"_240":4245},{"_24":4244,"_301":302,"_246":-5},"1c277bfd-05bd-4d84-b165-78062b1cb55e",[4246],{"_140":4247,"_46":140},"Add a target field",{"_46":243,"_244":4249,"_240":4250},{"_246":-5},[4251],{"_140":4252,"_46":140},"To create a field:",{"_46":312,"_244":4254,"_240":4255},{"_46":-5,"_314":315,"_253":19},[4256,4266,4273,4280],{"_46":256,"_240":4257},[4258],{"_46":243,"_244":4259,"_240":4260},{"_246":-5},[4261,4262],{"_140":920,"_46":140},{"_140":4263,"_46":140,"_332":4264},"Add Field",[4265],{"_46":335},{"_46":256,"_240":4267},[4268],{"_46":243,"_244":4269,"_240":4270},{"_246":-5},[4271],{"_140":4272,"_46":140},"Enter the field details",{"_46":256,"_240":4274},[4275],{"_46":243,"_244":4276,"_240":4277},{"_246":-5},[4278],{"_140":4279,"_46":140},"Configure the field 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include:",{"_46":251,"_244":4355,"_240":4356},{"_253":19},[4357,4363,4369],{"_46":256,"_240":4358},[4359],{"_46":243,"_244":4360,"_240":4361},{"_246":-5},[4362],{"_140":2905,"_46":140},{"_46":256,"_240":4364},[4365],{"_46":243,"_244":4366,"_240":4367},{"_246":-5},[4368],{"_140":2912,"_46":140},{"_46":256,"_240":4370},[4371],{"_46":243,"_244":4372,"_240":4373},{"_246":-5},[4374],{"_140":2919,"_46":140},{"_46":243,"_244":4376,"_240":4377},{"_246":-5},[4378],{"_140":4379,"_46":140},"Validation helps ensure customer inputs follow the expected format.",{"_46":290,"_244":4381},{"_292":-5,"_293":4382,"_48":-5,"_295":4383},"https://xfwuqhn32ahfpsxo.public.blob.vercel-storage.com/org_2xj1unrMw4nPWPSyVwfzLvkXyU7/trigger-type-hvEJYfTpJk8pUrR35JzCAiZKRAsCZJ.png","ast_01ks2q92sjexr8kt4kqhy407hx",{"_46":298,"_244":4385,"_240":4387},{"_24":4386,"_301":302,"_246":-5},"aa2d29d0-673f-4651-b7c5-60ec37ccb4fa",[4388],{"_140":2934,"_46":140},{"_46":243,"_244":4390,"_240":4391},{"_246":-5},[4392],{"_140":4393,"_46":140},"Fields can also be marked as required.",{"_46":243,"_244":4395,"_240":4396},{"_246":-5},[4397],{"_140":4398,"_46":140},"Required fields help ensure important information is collected before the workflow continues.",{"_46":243,"_244":4400,"_240":4401},{"_246":-5},[4402],{"_140":3665,"_46":140},{"_46":251,"_244":4404,"_240":4405},{"_253":19},[4406,4412,4418],{"_46":256,"_240":4407},[4408],{"_46":243,"_244":4409,"_240":4410},{"_246":-5},[4411],{"_140":2201,"_46":140},{"_46":256,"_240":4413},[4414],{"_46":243,"_244":4415,"_240":4416},{"_246":-5},[4417],{"_140":1252,"_46":140},{"_46":256,"_240":4419},[4420],{"_46":243,"_244":4421,"_240":4422},{"_246":-5},[4423],{"_140":2966,"_46":140},{"_46":298,"_244":4425,"_240":4427},{"_24":4426,"_301":302,"_246":-5},"286472b1-7c1e-4644-8a8b-0a401200b92a",[4428],{"_140":4429,"_46":140},"Use field descriptions carefully",{"_46":243,"_244":4431,"_240":4432},{"_246":-5},[4433],{"_140":4434,"_46":140},"Field descriptions help guide AI behavior during information collection.",{"_46":243,"_244":4436,"_240":4437},{"_246":-5},[4438],{"_140":4439,"_46":140},"Clear descriptions usually 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with:",{"_46":251,"_244":4481,"_240":4482},{"_253":19},[4483,4489,4495,4502],{"_46":256,"_240":4484},[4485],{"_46":243,"_244":4486,"_240":4487},{"_246":-5},[4488],{"_140":472,"_46":140},{"_46":256,"_240":4490},[4491],{"_46":243,"_244":4492,"_240":4493},{"_246":-5},[4494],{"_140":3922,"_46":140},{"_46":256,"_240":4496},[4497],{"_46":243,"_244":4498,"_240":4499},{"_246":-5},[4500],{"_140":4501,"_46":140},"webhooks",{"_46":256,"_240":4503},[4504],{"_46":243,"_244":4505,"_240":4506},{"_246":-5},[4507],{"_140":4508,"_46":140},"conversation automations",{"_46":243,"_244":4510,"_240":4511},{"_246":-5},[4512],{"_140":4513,"_46":140},"Collected information can later be passed into workflows or external systems.",{"_46":298,"_244":4515,"_240":4517},{"_24":4516,"_301":302,"_246":-5},"5e1b40f4-4ecd-40f5-bf02-648528b4ea1f",[4518],{"_140":4519,"_46":140},"Test your field collection flow",{"_46":243,"_244":4521,"_240":4522},{"_246":-5},[4523],{"_140":1990,"_46":140},{"_46":312,"_244":4525,"_240":4526},{"_46":-5,"_314":315,"_253":19},[4527,4533,4540,4546],{"_46":256,"_240":4528},[4529],{"_46":243,"_244":4530,"_240":4531},{"_246":-5},[4532],{"_140":388,"_46":140},{"_46":256,"_240":4534},[4535],{"_46":243,"_244":4536,"_240":4537},{"_246":-5},[4538],{"_140":4539,"_46":140},"Submit sample customer inputs",{"_46":256,"_240":4541},[4542],{"_46":243,"_244":4543,"_240":4544},{"_246":-5},[4545],{"_140":450,"_46":140},{"_46":256,"_240":4547},[4548],{"_46":243,"_244":4549,"_240":4550},{"_246":-5},[4551],{"_140":4552,"_46":140},"Confirm fields are collected correctly",{"_46":243,"_244":4554,"_240":4555},{"_246":-5},[4556],{"_140":4557,"_46":140},"Testing helps prevent collection and formatting issues.",{"_46":298,"_244":4559,"_240":4561},{"_24":4560,"_301":302,"_246":-5},"5f1fae05-406d-4a4e-922a-202a630dd395",[4562],{"_140":4563,"_46":140},"Best practices for target 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validation rules only for fields that truly require formatting checks. Too many validation steps can make conversations feel restrictive.",{"_46":725},{"_46":298,"_244":4615,"_240":4617},{"_24":4616,"_301":302,"_246":-5},"a6d9edc7-4e63-4691-aa8d-8bcc64f20759",[4618],{"_140":731,"_46":140},{"_46":251,"_244":4620,"_240":4621},{"_253":19},[4622,4628,4634],{"_46":256,"_240":4623},[4624],{"_46":243,"_244":4625,"_240":4626},{"_246":-5},[4627],{"_140":3613,"_46":140},{"_46":256,"_240":4629},[4630],{"_46":243,"_244":4631,"_240":4632},{"_246":-5},[4633],{"_140":4095,"_46":140},{"_46":256,"_240":4635},[4636],{"_46":243,"_244":4637,"_240":4638},{"_246":-5},[4639],{"_140":755,"_46":140},{"_46":243,"_244":4641},{"_246":-5},{},[],["D",1779281760548],"408c591fa0d874d980eeb4eaf928ae3161a3eeeadfb3082b949508a849ecfaad",{"_24":4647,"_26":4648,"_28":4649,"_30":31,"_5":32,"_33":25,"_34":4650,"_36":-5,"_37":9,"_38":-5,"_39":40,"_41":4651,"_42":43,"_44":43,"_45":43,"_46":233,"_48":4095,"_50":55,"_52":4652,"_54":4653,"_56":4654,"_57":4655,"_58":5236,"_60":61,"_62":61,"_63":-5,"_64":5237,"_66":19,"_67":19,"_68":-5,"_69":-5,"_70":-5,"_71":5238,"_72":761,"_74":5239,"_75":-5},"cnt_01ks2m6xhxf6ar3p714grqwxz2",["D",1779278509687],["D",1779278742092],"adnu8aerjvwc",["D",1779278733918],"Learn how to create AI Actions in Mando AI and automate structured tasks inside customer conversations.","

AI Actions allow your AI Agent to:

collect information
process inputs
trigger workflows
send data to external systems
guide customers through automated experiences

AI Actions are useful for:

lead collection
booking workflows
support routing
form automation
structured customer interactions

Open the AI Actions section

To create an AI Action:

Open your AI Agent workspace
Go to Automations
Open the AI Actions tab
Click Create AI Action

This opens the AI Action builder.

Configure the AI Action

Inside the configuration panel, you can configure:

action name
action description
target fields
AI behavior
connected workflow settings

These settings define how the AI Action behaves during conversations.

Add target fields

Target fields define what information the AI should collect from customers.

Examples may include:

name
email
phone number
company
custom inputs

Each field can include its own validation and behavior settings.

Configure AI behavior

Inside the AI Action settings, you can configure how the AI handles:

customer responses
missing information
normalization behavior
collection flow

This helps create more structured and predictable workflows.

Use validation settings

Some fields may support validation options such as:

required fields
email validation
phone validation
number validation

Validation helps improve data quality during customer interactions.

Connect AI Actions to workflows

AI Actions can work together with:

Guided Flows
webhooks
Human Handover
support workflows

This allows businesses to build more advanced automations.

Test the AI Action

Before enabling the action publicly:

Run a test interaction
Submit sample customer inputs
Verify field collection behavior
Review validation handling

Testing helps prevent workflow issues during live conversations.

Update AI Actions later

AI Actions can be edited and improved over time.

Many teams gradually:

add new fields
improve prompts
refine validation rules
optimize workflows

Simple collection flows usually create better customer experiences.

Best practices for AI Actions

For better automation workflows:

collect only necessary information
keep prompts short
validate important fields
test every workflow path

Shorter workflows are usually easier for customers to complete.

PRO TIP:
Start with a small number of required fields first. Long collection flows usually reduce customer completion rates.

Next steps

Configure target fields
Connect automations to webhooks
Create a Guided Flow

","AI Actions allow your AI Agent to:\n\n- collect information\n- process inputs\n- trigger workflows\n- send data to external systems\n- guide customers through automated experiences\n\nAI Actions are useful for:\n\n- lead collection\n- booking workflows\n- support routing\n- form automation\n- structured customer interactions\n\n![](https://xfwuqhn32ahfpsxo.public.blob.vercel-storage.com/org_2xj1unrMw4nPWPSyVwfzLvkXyU7/create-a-flow-tFJ7NDe7nXZWczEe7H1W0mjhmM1fag.png)## Open the AI Actions section\n\nTo create an AI Action:\n\n1. Open your AI Agent workspace\n2. Go to **Automations**\n3. Open the **AI Actions** tab\n4. Click **Create AI Action**\n\nThis opens the AI Action builder.\n\n![](https://xfwuqhn32ahfpsxo.public.blob.vercel-storage.com/org_2xj1unrMw4nPWPSyVwfzLvkXyU7/ai-actions-FznBpOcStYvn6vN21c4xqW5RjXkDfj.png)## Configure the AI Action\n\nInside the configuration panel, you can configure:\n\n- action name\n- action description\n- target fields\n- AI behavior\n- connected workflow settings\n\nThese settings define how the AI Action behaves during conversations.\n\n## Add target fields\n\nTarget fields define what information the AI should collect from customers.\n\nExamples may include:\n\n- name\n- email\n- phone number\n- company\n- custom inputs\n\nEach field can include its own validation and behavior settings.\n\n![](https://xfwuqhn32ahfpsxo.public.blob.vercel-storage.com/org_2xj1unrMw4nPWPSyVwfzLvkXyU7/target-fields-lMDu0LMVrXirjl9T4WicpH75lNiW7H.png)![](https://xfwuqhn32ahfpsxo.public.blob.vercel-storage.com/org_2xj1unrMw4nPWPSyVwfzLvkXyU7/target-fields-2-hjztDsvfX8Z2Ec43k7Ve52XTHodO5Y.png)## Configure AI behavior\n\nInside the AI Action settings, you can configure how the AI handles:\n\n- customer responses\n- missing information\n- normalization behavior\n- collection flow\n\nThis helps create more structured and predictable workflows.\n\n## Use validation settings\n\nSome fields may support validation options such as:\n\n- required fields\n- email validation\n- phone validation\n- number validation\n\nValidation helps improve data quality during customer interactions.\n\n## Connect AI Actions to workflows\n\nAI Actions can work together with:\n\n- Guided Flows\n- webhooks\n- Human Handover\n- support workflows\n\nThis allows businesses to build more advanced automations.\n\n## Test the AI Action\n\nBefore enabling the action publicly:\n\n1. Run a test interaction\n2. Submit sample customer inputs\n3. Verify field collection behavior\n4. Review validation handling\n\nTesting helps prevent workflow issues during live conversations.\n\n## Update AI Actions later\n\nAI Actions can be edited and improved over time.\n\nMany teams gradually:\n\n- add new fields\n- improve prompts\n- refine validation rules\n- optimize workflows\n\nSimple collection flows usually create better customer experiences.\n\n## Best practices for AI Actions\n\nFor better automation workflows:\n\n- collect only necessary information\n- keep prompts short\n- validate important fields\n- test every workflow path\n\nShorter workflows are usually easier for customers to complete.\n\n

PRO TIP:
Start with a small number of required fields first. Long collection flows usually reduce customer completion rates.

\n\n\n## Next steps\n\n- Configure target fields\n- Connect automations to webhooks\n- Create a Guided Flow",{"_46":239,"_240":4656},[4657,4662,4700,4705,4740,4744,4750,4755,4793,4798,4802,4808,4813,4851,4856,4862,4867,4871,4906,4911,4915,4919,4925,4930,4961,4966,4971,4976,5007,5012,5018,5023,5050,5055,5061,5066,5096,5101,5107,5112,5117,5148,5153,5159,5163,5191,5196,5208,5213,5234],{"_46":243,"_244":4658,"_240":4659},{"_246":-5},[4660],{"_140":4661,"_46":140},"AI Actions allow your AI Agent to:",{"_46":251,"_244":4663,"_240":4664},{"_253":19},[4665,4672,4679,4686,4693],{"_46":256,"_240":4666},[4667],{"_46":243,"_244":4668,"_240":4669},{"_246":-5},[4670],{"_140":4671,"_46":140},"collect information",{"_46":256,"_240":4673},[4674],{"_46":243,"_244":4675,"_240":4676},{"_246":-5},[4677],{"_140":4678,"_46":140},"process inputs",{"_46":256,"_240":4680},[4681],{"_46":243,"_244":4682,"_240":4683},{"_246":-5},[4684],{"_140":4685,"_46":140},"trigger 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Long collection flows usually reduce customer completion rates.",{"_46":725},{"_46":298,"_244":5209,"_240":5211},{"_24":5210,"_301":302,"_246":-5},"7881a137-0904-49ac-8269-a96ad5bf7243",[5212],{"_140":731,"_46":140},{"_46":251,"_244":5214,"_240":5215},{"_253":19},[5216,5222,5228],{"_46":256,"_240":5217},[5218],{"_46":243,"_244":5219,"_240":5220},{"_246":-5},[5221],{"_140":4102,"_46":140},{"_46":256,"_240":5223},[5224],{"_46":243,"_244":5225,"_240":5226},{"_246":-5},[5227],{"_140":3613,"_46":140},{"_46":256,"_240":5229},[5230],{"_46":243,"_244":5231,"_240":5232},{"_246":-5},[5233],{"_140":755,"_46":140},{"_46":243,"_244":5235},{"_246":-5},{},[],["D",1779278742081],"c13575a1f15d2debd7ed91a11245203e8afd5e1b2876ac9584df5ea483c94b7f",{"_24":5241,"_26":5242,"_28":5243,"_30":31,"_5":32,"_33":25,"_34":5244,"_36":-5,"_37":9,"_38":-5,"_39":40,"_41":5245,"_42":43,"_44":43,"_45":43,"_46":233,"_48":755,"_50":55,"_52":5246,"_54":5247,"_56":5248,"_57":5249,"_58":5837,"_60":61,"_62":61,"_63":-5,"_64":5838,"_66":19,"_67":19,"_68":-5,"_69":-5,"_70":-5,"_71":5839,"_72":761,"_74":5840,"_75":-5},"cnt_01ks2kmqhsfzw9p1bm5vvxgq4a",["D",1779277913658],["D",1779278579971],"opwum8s8v9nw",["D",1779278492932],"Learn how to create Guided Flows in Mando AI and build structured conversation experiences for your customers.","

Guided Flows allow you to control how conversations move step-by-step using:

questions
options
conditions
AI responses
webhooks
Human Handover

This is useful for:

lead collection
support workflows
onboarding
booking flows
ecommerce assistance

Open the Flows section

To create a Guided Flow:

Open your AI Agent workspace
Go to Automations
Open the Flows tab
Click Create Flow

This opens the flow builder.

Understand the flow canvas

Inside the flow builder, you can create workflows using connected nodes.

The canvas allows you to:

add nodes
connect steps
organize logic
test conversation flows

Each node represents a step inside the customer experience.

Start with a Trigger node

Every flow starts with a Trigger node.

The Trigger defines when the flow should begin.

The visible trigger shown in the flow builder is:

Customer opens chat

This starts the flow when a customer begins a conversation.

Add conversation nodes

You can continue building the flow using available nodes such as:

Send Message
Collect Input
Options
Let AI Answer
Human Handover
Send to Webhook
Branch

Each node controls a different part of the conversation experience.

Connect nodes together

To connect steps:

Drag from one node connector
Connect it to another node
Continue building the workflow

This controls how conversations move through the flow.

Test your flow

Inside the builder, use the test panel to simulate conversations.

Testing helps you:

verify flow behavior
review branching logic
validate customer inputs
identify workflow issues

Always test flows before enabling them publicly.

Save your flow

After building the workflow:

Click Save
Review the flow status
Enable the flow if needed

Flows can later be edited and updated at any time.

Use Guided Flows for structured workflows

Guided Flows work especially well for:

lead qualification
appointment requests
support routing
onboarding workflows
ecommerce assistance

Structured workflows usually create more predictable customer experiences.

Best practices for Guided Flows

For better flow experiences:

keep flows simple
avoid unnecessary branching
ask short questions
test every possible path

Shorter workflows are usually easier for customers to complete.

PRO TIP:
Start with a small workflow first. After testing real conversations, you can gradually expand the flow with more conditions and logic.

Next steps

Create an AI Action
Configure target fields
Connect automations to webhooks

","Guided Flows allow you to control how conversations move step-by-step using:\n\n- questions\n- options\n- conditions\n- AI responses\n- webhooks\n- Human Handover\n\nThis is useful for:\n\n- lead collection\n- support workflows\n- onboarding\n- booking flows\n- ecommerce assistance\n\n![](https://xfwuqhn32ahfpsxo.public.blob.vercel-storage.com/org_2xj1unrMw4nPWPSyVwfzLvkXyU7/automations-1-pYGxxJxsX2nCYMS9QfQ239AEHKHGk0.png)## Open the Flows section\n\nTo create a Guided Flow:\n\n1. Open your AI Agent workspace\n2. Go to **Automations**\n3. Open the **Flows** tab\n4. Click **Create Flow**\n\nThis opens the flow builder.\n\n![](https://xfwuqhn32ahfpsxo.public.blob.vercel-storage.com/org_2xj1unrMw4nPWPSyVwfzLvkXyU7/guided-flow-1-l8FHH0WFpEDGB1VBfw2eEE0c2G7MG8.png)## Understand the flow canvas\n\nInside the flow builder, you can create workflows using connected nodes.\n\nThe canvas allows you to:\n\n- add nodes\n- connect steps\n- organize logic\n- test conversation flows\n\nEach node represents a step inside the customer experience.\n\n## Start with a Trigger node\n\nEvery flow starts with a **Trigger** node.\n\nThe Trigger defines when the flow should begin.\n\nThe visible trigger shown in the flow builder is:\n\n- **Customer opens chat**\n\nThis starts the flow when a customer begins a conversation.\n\n![](https://xfwuqhn32ahfpsxo.public.blob.vercel-storage.com/org_2xj1unrMw4nPWPSyVwfzLvkXyU7/trigger-options-u0rJqtiuqvXVrgYvasaouDhcvO8L1Y.png)## Add conversation nodes\n\nYou can continue building the flow using available nodes such as:\n\n- Send Message\n- Collect Input\n- Options\n- Let AI Answer\n- Human Handover\n- Send to Webhook\n- Branch\n\nEach node controls a different part of the conversation experience.\n\n## Connect nodes together\n\nTo connect steps:\n\n1. Drag from one node connector\n2. Connect it to another node\n3. Continue building the workflow\n\nThis controls how conversations move through the flow.\n\n## Test your flow\n\nInside the builder, use the test panel to simulate conversations.\n\nTesting helps you:\n\n- verify flow behavior\n- review branching logic\n- validate customer inputs\n- identify workflow issues\n\nAlways test flows before enabling them publicly.\n\n![](https://xfwuqhn32ahfpsxo.public.blob.vercel-storage.com/org_2xj1unrMw4nPWPSyVwfzLvkXyU7/test-sim-Z3LrLT4LBzqlNluHdUrpU59809s9gX.png)## Save your flow\n\nAfter building the workflow:\n\n1. Click **Save**\n2. Review the flow status\n3. Enable the flow if needed\n\nFlows can later be edited and updated at any time.\n\n## Use Guided Flows for structured workflows\n\nGuided Flows work especially well for:\n\n- lead qualification\n- appointment requests\n- support routing\n- onboarding workflows\n- ecommerce assistance\n\nStructured workflows usually create more predictable customer experiences.\n\n## Best practices for Guided Flows\n\nFor better flow experiences:\n\n- keep flows simple\n- avoid unnecessary branching\n- ask short questions\n- test every possible path\n\nShorter workflows are usually easier for customers to complete.\n\n

PRO TIP:
Start with a small workflow first. After testing real conversations, you can gradually expand the flow with more conditions and logic.

\n\n\n## Next steps\n\n- Create an AI Action\n- Configure target fields\n- Connect automations to webhooks",{"_46":239,"_240":5250},[5251,5256,5299,5303,5339,5343,5349,5354,5392,5397,5401,5407,5412,5417,5448,5453,5459,5470,5475,5480,5492,5497,5501,5507,5512,5557,5562,5568,5573,5597,5602,5608,5613,5618,5649,5654,5658,5664,5669,5696,5701,5707,5712,5747,5752,5758,5763,5793,5797,5809,5814,5835],{"_46":243,"_244":5252,"_240":5253},{"_246":-5},[5254],{"_140":5255,"_46":140},"Guided Flows allow you to control how conversations move step-by-step 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