How to Create Your First Automation Flow
Build step-by-step conversations that guide your customers, from first message to action, without manual effort.
What is an Automation Flow?
An automation flow is a step-by-step conversation that guides a user based on their input.
Instead of replying manually at every step, the system:
- Asks questions
- Gives options
- Collects information
- Moves the conversation forward
What You’ll Learn
- What an automation flow is
- How to build a simple flow step-by-step
- How to guide users based on their responses
- How to automate lead capture, support, or bookings
Step-by-Step Guide
1. Go to Flows Section
Log in to ihakimi and navigate to the Flows section from your dashboard.
Click on Create Flow to begin.
2. Set Your Trigger
This decides when your flow starts.
You can trigger a flow when:
- A user sends a specific keyword (like “price” or “book”)
- A new conversation starts
- A message is received
Example: User types “services” → flow starts automatically
3. Add Your First Message
This is the first message your customer will see.
Example:
“Hey! What are you looking for today?”
Keep it simple and clear.
4. Add Response Options (User Choices)
Guide the user by giving clear options.
Example:
- View Services
- Check Pricing
- Book Appointment
This helps users move forward easily.
5. Create Paths for Each Option
Each option should lead to a different response or action.
Example:
If user selects “Check Pricing” →
Send pricing details
If user selects “Book Appointment” →
Ask for preferred date and time
6. Collect User Information
You can capture important details like:
- Name
- Phone number
- Requirement
This helps you turn conversations into leads.
7. Add Actions (Next Step)
After user interaction, you can:
- Assign the chat to a team member
- Add a tag (like “New Lead”)
- Send a confirmation message
8. Save and Activate the Flow
Once your flow is ready, save it and turn it on.
Your automation is now live.
9. Test the Flow
Trigger the flow yourself and go through each step to make sure everything works smoothly.
Why Flows Matter
Without flows:
- Conversations are unstructured
- You forget to ask important questions
- Leads are incomplete
- Follow-ups get missed
With flows:
- Every conversation follows a process
- Information is collected automatically
- Users are guided clearly
- Your team only handles qualified leads
What You Can Build with Flows
Flows are not just for replies — they handle real business actions:
- Lead capture (name, contact, requirement)
- Appointment booking
- Service selection
- Inquiry handling
- Order requests
- Customer onboarding
Pro Tips
- Start with one simple flow first
- Keep messages short and easy to understand
- Use clear options instead of open-ended questions
- Avoid adding too many steps in the beginning
Common Use Cases
- Capturing leads automatically
- Booking appointments
- Sharing services and pricing
- Guiding users step-by-step
Next Steps
- Connect flows with keyword triggers
- Add AI responses for smarter replies
- Assign important conversations to your team