How to Create Flows Using AI Prompting

Raluca Stoica
Written by Raluca StoicaLast updated 21 minutes ago

AI-powered flows let you design complex conversational logic quickly, without starting from a blank canvas.

This guide walks you through the full process: from generating a flow with AI to managing live and paused flows.

1. Creating a Flow with AI Prompting

When creating a new flow, you can start in two ways:

Option A: Use a templated AI prompt

  • Click on a templated prompt (e.g. Password Reset Automator).

  • Select Generate to instantly create a structured flow with:

    • AI Mission blocks

    • Conditional success / escalation paths

    • API calls or assignments where relevant

This is the fastest way to get a production-ready flow that follows best practices.

CleanShot%202026-04-09%20at%2018.09.56%402x.png

Option B: Write your own AI prompt

  • Type your own instructions directly into the prompt field.

  • Describe:

    • The customer problem

    • What information the AI should collect

    • When to resolve automatically vs escalate to support

The AI will generate a complete flow based on your instructions.

CleanShot%202026-04-09%20at%2018.10.52%402x.png

2. Editing the Generated Flow

Once the flow is generated, it behaves like any other flow, you have full control.

You can:

  • Edit AI Mission instructions to refine tone or logic

  • Add or remove steps (API calls, assignments, close conversation blocks)

  • Adjust success, failure, or escalation paths

  • Rename the flow to match your internal conventions

Each block is editable, so the AI output is a starting point, not a limitation.

CleanShot%202026-02-05%20at%2016.12.18%402x.png

3. Rename, Save or Publish a Flow

At the top of the flow editor, you'll find three key actions:

  • Rename
    Change and rename the flow at any time

  • Save
    Keeps the flow as a draft. Useful while iterating or reviewing internally.

  • Publish
    Makes the flow live and available to users.

This allows you to safely test, iterate, or stop automation without losing configuration.

CleanShot%202026-04-09%20at%2018.12.59%402x.png

4. View and Edit Published Flows

Once published, you can still perform many actions on the flow:

  1. Preview

  2. See the stats associated (how many conversations passed through the flow)

    CleanShot%202026-04-09%20at%2018.15.58%402x.png
  3. Edit: once clicked, you'll be redirected to edit the flow, move, delete, upublish and rename (just click on the title)

    CleanShot%202026-04-09%20at%2018.17.01%402x.png
  4. Move to a folder, unpublish or delete

    CleanShot%202026-04-09%20at%2018.15.29%402x.png

4. Best Practices for AI Prompted Flows

  • Be explicit in prompts about when to escalate

  • Clearly define what counts as a successful resolution

  • Keep AI Missions focused on a single objective

  • Review related conversations before re-publishing changes

Did this article help you solve your issue?

Customerly - Help Center

© 2026 Customerly - Help Center. All rights reserved.

Knowledge Base Software by Customerly