Advanced Nodes
Advanced nodes handle integrations, AI transfers, HTTP requests, and agent routing.
Agent Transfer
Transfers the conversation to a human agent for manual handling.
- All agents (round-robin) — Distributes conversations evenly across all available agents.
- Specific agent — Routes the conversation to a particular team member.
Once transferred, the flow pauses and the agent handles the conversation directly.
AI Transfer
Hands the conversation over to an AI model for automated responses.
- AI Provider — Select the AI provider (e.g., OpenAI, Anthropic).
- AI Model — Choose the specific model to use.
- System Prompt — Define the AI's behavior and personality (e.g., "You are a helpful customer support agent for our company...").
The AI will use the system prompt and conversation history to generate responses.
Send Email
Sends an email notification as part of the flow.
- To — The recipient email address (can use variables like
{{contact.email}}). - Subject — The email subject line.
- Body — The email content (supports HTML).
Note: Requires SMTP to be configured in your instance settings.
Make HTTP Request
Sends an HTTP request to an external API or webhook.
- Method — GET, POST, PUT, or DELETE.
- URL — The endpoint URL.
- Headers — Optional HTTP headers (e.g., Authorization, Content-Type).
- Body — Request body for POST/PUT requests (supports JSON with variables).
Use this to integrate with third-party services like CRMs, ERPs, or custom backends.
Tips for Building Flows
- Start simple — Begin with a trigger and one or two message nodes. Add complexity gradually.
- Test before activating — Save your flow and review all node connections before toggling it active.
- Use delays wisely — Too many rapid messages can overwhelm contacts. Add short delays between messages.
- Plan your branches — For conditional nodes and interactive buttons, map out all possible paths before building.
- Name your flows clearly — Use descriptive names like "Welcome Flow" or "Lead Qualification" so your team can identify them easily.
