Chatflows Overview

Raluca Stoica
Written by Raluca StoicaLast updated 14 days ago

The Chatflows section is where you create, organize, and manage automated conversations across chat, popups, and campaigns.
It’s designed to help you build flows quickly, reuse proven patterns, and keep everything structured as your setup grows.

CleanShot%202026-02-05%20at%2015.47.07%402x.png

At the top of the Chatflows page, you can describe what you want to build and let Aura generate a chatflow for you.

You can:

  • Write your goal in natural language

  • Automatically generate a structured chatflow

  • Use the AI-generated flow as-is or customize it further

This approach is useful when you want to quickly turn a process or idea into a working automation.

Create Chatflows from Templates

If you prefer a guided starting point, you can choose from pre-built chatflow templates.

CleanShot%202026-02-05%20at%2015.48.40%402x.png

Templates cover common scenarios such as:

  • Password reset

  • Refund requests

  • Sales meeting booking

  • Trial extension

  • Pricing page engagement

  • AI-first support handling

Templates allow you to:

  • Follow proven conversation structures

  • Save time on setup

  • Adjust logic and messaging to fit your needs

You can also select Create your own to start from a blank chatflow.

CleanShot%202026-02-05%20at%2015.49.16%402x.png

Organize Chatflows with Folders

Chatflows are organized using folders, helping you keep everything structured and easy to navigate.

CleanShot%202026-02-05%20at%2015.51.30%402x.png

Folders allow you to:

  • Group chatflows by use case, team, or funnel stage

  • Scroll through folders when managing many chatflows

  • Keep uncategorized chatflows in a default folder until you move them

Each chatflow clearly shows its publication status.

CleanShot%202026-02-05%20at%2015.52.33%402x.png

Move Chatflows with Drag & Drop

You can move chatflows between folders using drag and drop.

This makes it easy to:

  • Reorganize your setup at any time

  • Adapt your structure as your automation grows

  • Keep related chatflows together without extra configuration

Duplicate or Delete Chatflows

From the chatflows list view, you can manage chatflows directly by:

  • Duplicating a chatflow to reuse its logic

  • Deleting chatflows that are no longer needed

CleanShot%202026-02-05%20at%2015.53.46%402x.png

This helps speed up iteration and keeps your workspace clean.

Working Inside a Folder

When you open a folder, you can manage all chatflows within it.

From inside a folder, you can:

  • See all chatflows in that folder

  • Search chatflows by name

  • Create a new chatflow:

    • From scratch

    • From available templates

      CleanShot%202026-02-16%20at%2013.12.16%402x.png

Folders act as focused workspaces for building and managing your chatflows.

CleanShot%202026-02-05%20at%2015.55.51%402x.png

Delete Folders

Folders can also be deleted directly from the folder view.
Deleting a folder does not delete the chatflows inside it, you'll be asked where to move outside or in a specific folder

CleanShot%202026-02-05%20at%2015.58.49%402x.png

Did this article help you solve your issue?

Customerly - Help Center

© 2026 Customerly - Help Center. All rights reserved.

Knowledge Base Software by Customerly