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Chatflows
Everything you need to know about the Chatflows to automate your support and conversations
Getting Started with Chatflows
Chatflows Overview
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
By Raluca Stoica
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Last updated 14 days ago
What are chatflows?
Chatflows are customizable, interactive chat experiences designed to enhance customer interactions by providing choices, automating tasks, and improving the overall efficiency of support operations.
By Luca Micheli
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Last updated 14 days ago
What are chatflow triggering events?
Triggering events are specific conditions or actions that initiate a Chatflow, allowing for targeted and timely interactions with customers based on their behavior or requests.
By Luca Micheli
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Last updated 14 days ago
What are chatflow templates?
Chatflow templates are pre-built workflows designed to quickly automate various customer interactions using a combination of AI and specific intents.
By Luca Micheli
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Last updated 14 days ago
What are chatflow actions?
Chatflow actions are tasks executed within a Chatflow, designed to guide, inform, and assist customers during their interaction.
By Luca Micheli
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Last updated 14 days ago
Editing and Navigating Chatflows
Chatflows are fully editable, flexible, and easy to navigate. You can move across flows, customize every step, and organize them into folders as your automation grows.
By Raluca Stoica
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Last updated 14 days ago
Creating & Triggering Chatflows
How to set up chatflow that triggers based on customer activity?
Learn how to set up chatflow triggers in Customerly based on customer activity on your page. Customize your chatflow with specific audience filters, conditions, and triggers to enhance user engagement.
By Luca Micheli
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Last updated 14 days ago
How to filter chatflows based on content
Learn how to filter your Customerly Chatflows by message content or subject. This guide explains how to set up content filters in your chatflow trigger so specific chatflows only start when messages include certain keywords or topics.
By Raluca Stoica
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Last updated 14 days ago
How to get the CSS selector for Chatflow triggers
Learn how to find the CSS selector for triggering chatflows when users hover over or click on specific elements on your webpage. This guide provides a step-by-step method using browser inspection tools
By Luca Micheli
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Last updated 14 days ago
How to use the trigger event for closed conversations
Learn how to set up and use the “Closed Conversations” trigger event in Customerly. This guide explains how to pass data from closed conversations to an external service using REST API actions.
By Luca Micheli
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Last updated 14 days ago
Customer unresponsive follow-up in chatflows
Learn how to set up a follow-up automation in Customerly using the "Customer Unresponsive" trigger to re-engage customers who have not responded within a set timeframe.
By Luca Micheli
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Last updated 14 days ago
How to create notifications in chatflows
Learn how to set up notifications in chatflows using Customerly to enhance user engagement through popups, banners, and full-screen overlays. This guide walks you through selecting the triggering event, choosing the notification type, and adding interactive elements.
By Luca Micheli
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Last updated 14 days ago
AI in Chatflows
AI Actions
AI nodes define how Aura behaves at a specific step within a chatflow. They control the AI’s objective, instructions, and accessible knowledge sources for that interaction
By Raluca Stoica
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Last updated 14 days ago
How to Create Chatflows Using AI Prompting
With AI prompting, you can generate, customize, and manage chatflows that handle common use cases—like password resets—while keeping full control over logic and escalation.
By Raluca Stoica
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Last updated 14 days ago
Node Types & Actions
Contact Nodes
Contact node allow you to perform direct actions on a contact inside your CRM during a chatflow.
By Raluca Stoica
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Last updated 14 days ago
Logic nodes
Logic nodes allow you to control how a chatflow behaves by introducing decision-making, branching, and orchestration.
By Raluca Stoica
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Last updated 14 days ago
Data nodes
The Data node is used to identify the correct context for a conversation and to store structured information directly into contact or company properties.
By Raluca Stoica
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Last updated 14 days ago
Conversation nodes (Actions)
In the workflow builder, Conversation nodes are action blocks that operate on the conversation object itself
By Raluca Stoica
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Last updated 14 days ago
Send nodes
The Send node is used to deliver messages to users inside a chatflo
By Raluca Stoica
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Last updated 14 days ago
How to use the choice action in chatflows?
The Choice action in chatflows allows businesses to present multiple options to users, guiding them through different paths based on their selections.
By Luca Micheli
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Last updated 14 days ago
How to use the company chooser action in chatflows?
The Company Chooser action in chatflows allows users to select their associated company, automatically setting the company and its properties for use in subsequent actions
By Luca Micheli
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Last updated 14 days ago
How to use the set property action in chatflows?
The Set Property action in chatflows allows customers to define and assign values to properties dynamically during a chat, enhancing personalization and data management.
By Luca Micheli
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Last updated 14 days ago
How to use the collect data action in chatflows?
The Collect Data action in chatflows allows businesses to ask multiple questions consecutively, storing the collected information in conversation or contact properties for personalized follow-ups and data management.
By Luca Micheli
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Last updated 14 days ago
How to use the condition action in chatflows?
The Condition action in chatflows allows businesses to split the conversation into two paths (True & False) based on specific conditions and filters.
By Luca Micheli
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Last updated 14 days ago
How to use the switch action in chatflows?
The Switch action in chatflows allows you to split the flow based on a single property, testing against multiple values to create customized paths.
By Luca Micheli
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Last updated 14 days ago
Properties & Data Handling
A complete guide about conversation properties
Conversation properties in Customerly help you collect, store, and manage essential customer information during interactions. Learn how to set up, customize, and utilize conversation properties to streamline your support process and improve customer interactions.
By Raluca Stoica
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Last updated 14 days ago
How to include properties in chat messages, REST api, and set property
Learn how to enhance your Customerly chat interactions by including user, conversation, environment, and company properties in chat messages, through the REST API, and the set property feature. This guide covers the types of properties available and how to use them effectively.
By Raluca Stoica
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Last updated 14 days ago