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Agent Studio

Building Flows in Agent Studio

In Agent Studio, building flows allows you to automate and manage interactions with your visitors or customers efficiently. A flow consists of three main components: Trigger, Conditions, and Actions. Each component plays a role in defining how your agent behaves in response to various inputs.

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1. Trigger

A Trigger is the starting point of your flow. It defines the event or activity that initiates the workflow. Triggers listen for specific actions or data inputs and then start the flow.

Examples of Triggers:

  • First visit on site

  • Visitor scroll the page

  • Visitor return to site

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2. Conditions

Conditions act as decision-making points in the flow. They evaluate data from the trigger and determine whether to proceed with the next steps based on defined criteria.

Examples of Conditions:

  • Ask a question

  • Send a chat message

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3. Actions

Actions define what happens next after a trigger or condition is met. These are the tasks the agent performs in response to the trigger or decision point.

Examples of Actions:

  • Store visitor data in a database.

  • Add a lead to your CRM.

  • Send an email or notification.

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Bringing It All Together

By combining triggers, conditions, and actions, you can build powerful workflows tailored to your business needs.

Example Flow:

  1. Trigger: A visitor submits a form.

  2. Condition ( Router ): Check if the visitor’s country is "USA".

    • If Yes: Send a welcome message and add the visitor to a lead list in the CRM.

    • If No: Store the visitor's data for future use.

  3. Action: Notify the sales team about the new lead.

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Tips for Building Flows:

  • Build step-by-step and test frequently to avoid errors.

  • Outline each step of your flow to ensure a logical structure.

  • Ensure the flow enhances user experience and handles errors gracefully.

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