Smart Flows

Smart Flow Overview

• Introduction to Smart Flow
• Smart Flows Plans & Pricing
• What are credits and how it is consumed
• Smart Flow FAQs

Managing Smart Flows

• How to Create New Smart Flow
• Smart Flow Global Variables
• How to Create Smart Flow Variables
• Working with Trigger Based Smart Flows
• Working with Sub Flows
• Working with Manual Flows

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Flow Templates

• Custom Activity Reminders Using Smart Flow
• Automating a Delighted NPS Survey Using Smart Flow
• Personalized Birthday Wishes
• Send an Email after First Purchase
• NPS Survey for Customers (90 Days)
• Sales Demo: Follow-Up and Next Steps

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Smart Flows Triggers

• Smart Flow Triggers
• Record Created
• Record Updated
• Record Created or Updated
• Record Deleted
• Tag Added

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Smart Flows Conditions

• Branch
• Check Email Status
• Has Visited Page
• Is in List
• Timing Check
• WhatsApp Delivery Status

Smart Flows Actions

• Create Record
• Update Record
• Find Records
• Delete Record
• Create Note
• Open AI

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Smart Flow Insights

• Smart Flow - Healthboard
• Smart Flow Settings
• Smart Flow Version History
• Smart Flow Enrollment Logs
• Smart Flow Live View
• Smart Flow Insights