Create Smarter Customer Conversations with Visual Flow Builder

Imagine having a smart assistant that talks with your customers, answers their questions, books appointments, and helps qualify their needs—all automatically. That’s now more accessible than ever with an easy-to-use visual flow builder for creating intelligent chat experiences tailored specifically for your business.

📌 Why This Matters

Customers expect quick and relevant responses when they reach out. Manually managing chats, lead qualification, and bookings can get overwhelming as your business grows. A visual flow builder lets you create automated conversations that guide your customers smoothly, freeing you up to focus on what you do best—running your business. You don’t need any coding skills, and it works across different calendars and tools you already use.

✨ What’s New

  • Visual Flow Builder: Design your customer conversations easily on a drag-and-drop canvas. Think of it as mapping how you want chats with your customers to go.
  • Advanced Lead Qualification: Set up multi-step chat journeys that gather important information from your customers, helping you understand their needs without any friction.
  • Complex Logic & Branching: Add simple rules and conditions to your chats so conversations adapt naturally depending on what your customers say.
  • Multi-Calendar Booking: Automatically schedule customer appointments, picking the right calendar based on availability without extra effort.
  • Dynamic Integrations: Connect with your favorite tools using webhooks and triggers to automate notifications, send invoices, or hand chats between team members seamlessly.

Visual flow builder interface

🛠️ How to Use It

  1. Enable Access: Turn on the flow builder feature in your system settings.
  2. Create Your Bot: Start a new chat bot and select the visual flow builder option.
  3. Set Bot Goals: Define what your bot should accomplish (like booking appointments or qualifying leads) and open the flow builder.
  4. Design Conversations: Drag and drop AI actions such as capturing customer responses, sending messages, and triggering custom actions.
  5. Add Logic and Branches: Use simple conditions to create personalized conversation paths that respond appropriately to different customer inputs.
  6. Integrate Calendars and Workflows: Connect your calendars to handle appointment scheduling effortlessly within conversations.
  7. Connect Automation Tools: Use webhooks and notifications to sync with your other business systems and keep your team informed.
  8. Save and Launch: Test your bot’s flow and deploy it live to start engaging your customers automatically.

Drag and drop conversation flow example

💡 Pro Tip

Setting up an automated chat that qualifies leads and schedules appointments can save you hours each week—letting you focus more on closing sales and growing your revenue.

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