Create and publish automation flows

A flow is an executable automation. It can send messages, wait, call an AI Bot, add tags and move a ticket to another stage.

Create it manually

1. Open Flows and click New Flow.
2. Name the flow and add the steps in execution order.
3. To use AI, add an AI Bot step and select an existing bot.
4. Save the flow and associate it with the required support stages.
5. Test with an internal contact before enabling it for customers.

You can also describe the complete sequence to Sendy. Sendy must show a full preview and ask for confirmation, then create the real flow. A script or example alone does not mean a flow was created.

If a flow does not start, check the stage association and ticket stage. If its bot does not run, verify that the bot step was saved. Outbound steps also require a connected channel.