Agent conversational Flow

The Conversational Flow section allows you to create structured instructions for your agent, defining how it should handle different parts of a conversation and what actions it should take.

• Guide your agent through complex conversation scenarios
• Ensure consistent handling of specific topics
• Create a logical flow for multi-step processes
• Provide detailed instructions for specialized tasks

Manage different stages of the conversation by creating, reordering, or removing instruction sections.

• Add Sections: Create new instruction blocks for different conversation stages
• Reorder Sections: Drag and drop to change the sequence of instructions
• Remove Sections: Delete unnecessary instruction blocks

Customize the content and behavior of each section in the conversational flow.

• Section Title: A descriptive name for this conversation stage
• Instructions: Detailed guidance for how the agent should handle this part of the conversation

You can add or edit the welcome message from the conversation flow section. The welcome message is currently static.

Before adding sections, outline the key stages of your ideal conversation such as Introduction, Information gathering, Problem solving, and Conclusion.

Add a section for each conversation stage with clear, descriptive titles and detailed instructions for the agent.

In each section, include what information to collect, how to respond to specific questions, when to move to the next stage, and any actions to take (e.g., scheduling or data collection).

After setting up your flow, test conversations to ensure the agent follows instructions. Refine sections based on user interactions and add new ones as needed.

• Write instructions in clear, direct language
• Include example responses for complex scenarios
• Specify exactly what information to collect
• Provide fallback instructions for unexpected situations
• Keep sections focused on specific conversation stages

• Start with fewer sections and add more as needed
• Use the drag-and-drop feature to optimize conversation flow
• Review conversation recordings to identify areas for improvement
• Update your flow regularly based on common user interactions