Stop hoping your AI
asks the right questions
Every business handles conversations that follow predictable patterns. Appointment booking. Lead qualification. Support intake. Whether customers call, text, or chat on your website, unstructured conversations waste time, miss critical information, and create inconsistent experiences.
Flows changes that. Design exactly how your AI handles specific conversation types across every channel. Visual drag-and-drop. No coding. Your AI follows your script on phone calls, SMS, and website chat.
Businesses using flows report cutting complex call times from 10-15 minutes to 3-5 minutes with better data quality.
Think of flows as intelligent scripts
Define a path of questions, conditions, and actions. When a customer triggers a flow on any channel, your AI seamlessly transitions into that workflow. Collecting information in your exact order. Branching based on responses. Completing with actions like booking appointments or sending confirmations.
Customer reaches out
"I'd like to book a service call for my AC unit." By phone, text, or chat.
Intent triggers the flow
AI recognizes the request and seamlessly starts your booking flow. Same logic on every channel.
Guided collection begins
Questions asked in your sequence. Answers validated. Data captured.
Action completes automatically
Appointment booked. Confirmation sent. CRM updated.
Your customers never know they've entered a "flow." They just experience a natural conversation that happens to collect exactly what you need.
Drag. Drop. Connect. Done.
No flowchart software. No developer handoffs. Design call logic the same way you'd sketch it on a whiteboard. Except it actually works.
Drag-and-drop node creation
Add steps, questions, and routing rules by dragging them onto your canvas.
Visual connection lines
Draw paths between steps with automatic edge routing. See exactly how calls flow.
Right-panel configuration
Click any node to configure its settings. No modal dialogs breaking your flow.
Keyboard shortcuts
Copy, paste, undo/redo, and bulk delete for power users.
Nine node types. Infinite possibilities.
Build any workflow with these building blocks. Questions to collect data. Conditions to route intelligently. Actions to automate what happens next.
Question Nodes
Collect caller data with intelligent question types.
Auto-confirms known data from previous calls. Validates formats before accepting.
Condition Nodes
Route calls automatically based on data. No caller interaction required.
9+ data sources. Operators like equals, contains, greater than, exists.
Agent Says Nodes
Deliver specific messages at exact moments in the conversation.
Use variables: "Thanks {customerName}, I've found your account."
API Request Nodes
Connect to external systems mid-conversation.
Order lookups, inventory checks, price lookups, real-time calendar availability. Pair with a Condition node to route based on open slots, offering alternative times when the requested slot is taken.
Calculate Nodes
Perform calculations using collected data. Deliver quotes on the call.
"4 windows at $150 each = $600. Your total with tax is {totalPriceFormatted}.\"
Outcome Nodes
End flows with automatic actions. Something always happens.
Book Appointment creates the calendar event directly (Google Calendar, Outlook, Square, Calendly, or Acuity) and sends confirmation notifications to both the caller and business owner via SMS or email. Chain flows together. Return to main agent. End with a summary.
Send SMS Nodes
Send the caller a text mid-conversation without ending the call.
Drop a Send SMS step anywhere in a flow. Message body supports {{variable}} substitution. Agent speaks a bridging line before sending.
Knowledge Lookup Nodes
Silently fetch business data before the agent responds. No questions asked of the caller.
Pull from your knowledge base, FAQs, or uploaded documents. Results stored as flow variables. Supports semantic search over uploaded documents.
Receive Message Nodes
Pause the flow and wait for the customer to reply with text, photos, or documents. AI Vision reads images automatically.
Two modes. Freeform analysis describes what AI sees in a photo ("drywall damage along the south wall"). Structured extraction pulls specific fields from documents (license number, expiry date, policy number) and saves them directly to the contact record. Extracted fields become flow variables for use in downstream nodes. Powered by GPT-4.1 vision.
Intelligence built into every step
Flows aren't just scripts. They're smart scripts that understand context, remember callers, and adapt to what's happening.
Intelligent Trigger System
Flows activate when callers express intent matching your configured triggers. Semantic matching understands that "I want to schedule" equals "book an appointment." The system auto-generates trigger suggestions based on your flow name and description.
Smart Pre-filling
Phone numbers auto-captured from caller ID. Name, email, and other data pre-filled from previous calls. AI confirms pre-filled data: "I have your email as john@example.com. Is that still correct?" Callers appreciate not repeating themselves.
Auto-Start Flows
Start flows automatically when conversations begin. No trigger phrase needed. Jump straight to booking for appointment-first businesses. Collect required intake info before anything else. Configure per channel (phone, SMS, web, or any combination).
Flow Chaining
Compose complex workflows from reusable building blocks. A lead qualification flow can branch into service-specific booking flows. An intake flow can route to different specialist flows based on caller needs. Maximum 5 flow transitions per call prevents runaway chains.
One flow. Phone, SMS, and website chat.
Build a flow once in the visual editor. It runs identically whether a customer calls your number, texts you, or starts a conversation on your website. Same questions. Same branching logic. Same outcomes. No duplication.
Phone Calls
Customer calls. AI speaks the questions out loud, listens to answers, and routes the conversation through your flow in real time. The original channel. The full voice experience.
SMS Text Messages
Customer texts your Dialbox number. AI detects their intent and starts the right flow. Questions arrive one at a time as text messages. Customers reply at their own pace. If they stop and come back hours later, the flow picks up exactly where it left off. Sessions stay active for 2 hours.
Website Chat
Visitor opens your chat widget. Auto-start triggers the right flow on first message. The same branching logic, data collection, and outcomes run inside the chat window. Visitors get guided help without picking up the phone.
All flow node types work on every channel. Questions, conditions, calculations, API lookups, knowledge lookups, appointments, and outcomes. Build once. Deploy everywhere.
The conversation ends. The automation begins.
A completed call flow isn't the end. Automatically send follow-ups the moment a flow completes. No manual steps. No forgotten messages.
SMS confirmations
Instant text with appointment details, reference numbers, or summaries.
Email follow-ups
Formatted messages with full details and next steps.
Variable substitution
"Hi {name}, your appointment is confirmed for {appointmentDate} at {appointmentTime}.\"
SMS can also be sent mid-conversation using a Send SMS node, not just as a post-call follow-up. Use it to gather input like an email address while the caller is still on the line. When someone books an appointment through your flow, they get an SMS confirmation, you get an email notification, and your CRM creates a new contact. All without you lifting a finger.
See flows in action
Here's how real businesses use flows to handle their most common call types.
Appointment Booking
Collect service selection, preferred times, and contact info. Check real-time availability. Book confirmed appointments with instant confirmation.
Lead Qualification
Screen inbound inquiries before routing to sales. Collect company info, budget range, and timeline. Route hot leads to immediate transfer.
Support Intake
Categorize issues, collect account information, and route appropriately. Urgent issues transfer immediately. Standard issues create tickets.
Service Quotes
Collect measurements and specifications. Perform calculations for material estimates and pricing. Deliver quotes verbally with email follow-up.
Insurance Intake via SMS
Customer texts a photo of their insurance card. AI reads the card, extracts policy details, confirms with the customer, and creates the record. No typing. No data entry.
Better for your business. Better for your callers.
For Your Business
Consistency
Every caller gets the same professional experience. No missed questions or forgotten follow-ups.
Efficiency
Calls that took 10+ minutes now complete in 3-5. Your AI handles the routine work.
Data Quality
Validated inputs, structured collection, and automatic CRM updates mean cleaner data.
Reduced Training
Build a flow, publish it, and it's live immediately. No AI re-training required.
For Your Callers
Speed
Get to the point faster. No meandering conversations or repeated questions.
Convenience
Pre-filled information means less repetition. Smart confirmations feel personalized.
Reliability
Appointments actually get booked. Messages delivered. Actions happen automatically.
Natural Interaction
Despite the structure, conversations feel natural. Your AI speaks like a human, not a phone tree.
See what's working. Fix what isn't.
Every flow generates data. The analytics dashboard shows you exactly where callers complete your flows and where they drop off.
Completion rates
See what percentage of callers finish each flow.
Drop-off points
Find where callers abandon. Know exactly what to fix.
Average duration
Track how long flows take. Optimize for speed.
Conversion metrics
Measure outcomes. How many flows result in bookings, transfers, or sales?
If 40% of callers drop off at your third question, maybe that question is confusing. Or unnecessary. Now you'll know.
Common questions
Do I need coding skills to build flows?
No. The flow builder is entirely visual. Drag nodes onto a canvas, connect them with lines, and configure settings in a side panel. If you can draw a flowchart, you can build a call flow.
What happens if my API call fails mid-conversation?
You configure the fallback behavior. Speak an error message, branch to an alternate path, or continue with default values. Your callers never get stuck.
Do flows work on SMS and website chat, or just phone calls?
All three. The same flow runs identically on phone calls, SMS text conversations, and your website chat widget. On SMS and chat, if a customer stops replying and comes back later, the flow picks up exactly where it left off. Sessions stay active for 2 hours. Configure which channels each flow runs on in Flow Settings.
How do I update a live flow?
Editing creates a draft version. Publishing replaces the live version atomically. No partial states or mid-call disruption.
Can one flow trigger another?
Yes. Use the 'Start New Flow' outcome to chain workflows. A maximum of 5 transitions per call prevents runaway chains.
Do flows work with my calendar integration?
Yes. The Book Appointment outcome integrates with Google Calendar, Microsoft Calendar, Square, Calendly, and Acuity. Each outcome can target a specific calendar or check all enabled calendars.
Can I see analytics for my flows?
Yes. Track completion rates, drop-off points, average duration, and conversion metrics per flow.
What if a caller skips a question?
Optional questions can be skipped. Required questions will be re-asked if the caller refuses, but the flow won't block indefinitely.
Can a flow send an SMS during a conversation?
Yes. Drop a Send SMS node anywhere in a flow to send a text to the customer. On phone calls, the message arrives while they're still on the line. On SMS conversations, it's sent as the next message. Use it to share a link, confirm details, or send a document. Message body supports variable substitution.
How do flows work over SMS?
A customer texts your Dialbox number. AI detects their intent (or an auto-start flow triggers on the first message) and begins the flow. Questions arrive one at a time as text messages. The customer replies at their own pace. The flow progresses through all the same steps as a phone call: branching, conditions, calculations, API lookups, appointments. When the flow completes, the outcome fires automatically.
Can flows receive photos and documents?
Yes. The Receive Message node pauses a flow and waits for the customer to send a photo, document, or text reply. With AI Vision enabled, the system reads the image and extracts data automatically. Freeform mode describes what it sees. Structured mode pulls specific fields like names, dates, and ID numbers from documents. Extracted data saves directly to the contact record for use in future interactions across any channel.
What is a Knowledge Lookup node?
A Knowledge Lookup node silently fetches data from your knowledge base, FAQs, services list, staff profiles, or uploaded documents before the agent responds. Results are stored as flow variables and can be spoken back to the caller or used in conditions. No questions are asked of the caller. It happens in the background.
Can a flow book into a specific calendar?
Yes. Each Book Appointment outcome can target a specific calendar instead of checking all enabled calendars. Combine with Condition nodes to route by postal code, department, or service type. Works with Acuity, Google Calendar, Outlook, and Calendly. No calendar selected? Falls back to all enabled calendars as before.
What happens if a caller goes off-script during a flow?
The AI handles it naturally. Callers can ask unrelated questions, request transfers, or book appointments without breaking the active flow. Unrelated questions are answered on the spot. Transfers and bookings take priority over scripted steps. Transfer destinations are verified in real time before the handoff.
Ready to build your first
flow?
Flows are included with the Growth plan. SMS AI features require Scale or higher. Visual drag-and-drop. No coding required. Start your free trial today.
New Lead - Alex Morgan
(416) 555-0189 · 2 min call
AI Summary
Caller wants pricing, has questions about setup, and asked to book a consultation later this week.