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Configuring "Contacts" action nodes
The contacts action nodes allow you to make changes to your customer records directly within a flow. Instead of updating contact details manually, you can use these nodes to add new information, edit contact properties, apply or remove labels, and manage lists as part of your automation. This helps you: Keep customer profiles up to date in real time...
3 min reading timeConfiguring "Conversation" action nodes
The Conversation action nodes allow you to take specific actions on active chats as part of your automation. Instead of handling every conversation manually, you can use these nodes to assign conversations, update statuses, or add collaborators directly in your flow. This helps you: Automatically route conversations to the right teammates. Keep conv...
2 min reading timeConfiguring "Time delay" node
The Time delay node allows you to pause a flow for a set duration before moving to the next step. This is useful for spacing out follow-ups, sending reminders, or preventing customers from receiving too many messages at once. ℹ️ Learn more about flow triggers and how to set up enrollment conditions in this article: Flow trigger overview Time delay...
1 min reading timeManage Inbox on SleekFlow mobile
SleekFlow's Inbox feature allows you to manage and streamline your customer communications across various messaging channels, including WhatsApp, Facebook, Instagram, and many more. Send templates and interactive messages We support composing various message formats to enhance the communication experience for you and your customers. Some examples ...
3 min reading timeManage broadcasts on SleekFlow mobile
With SleekFlow mobile, you can now manage your broadcast campaigns on the go. This feature allows you to initiate, monitor, and analyze your broadcasts directly from your mobile device, providing the same level of detail and control as the web app. Whether you’re sending a WhatsApp broadcast or reviewing campaign performance, you can do it all from ...
2 min reading timeConfiguring "Contact" trigger nodes
The Contact trigger nodes allow you to start an automation flow whenever there are updates to a contact’s profile, labels, or lists. By configuring these triggers, you can automatically follow up, assign tasks, or update workflows without manual effort. This helps you: New contact added → Send a welcome message or assign the contact to a sales teamm...
4 min reading timeManaging user's WhatsApp QR code
ℹ️ WhatsApp QR code feature is only available for users that are on Premium or Enterprise plan. The WhatsApp QR code feature simplifies communication by generating unique QR codes for each user. When customers scan a user’s QR code, they are instantly directed to a WhatsApp conversation with that user, eliminating the need for phone number sharin...
1 min reading timeRoles and permissions
ℹ️ Roles and permissions are only accessible to users with the Super admin role ⚠️ Please note that roles and permissions are currently under limited release and may not be available to you yet. The Roles and permissions module enables workspace admins to customize access controls, aligning them with their business’ requirements. By tailoring ro...
7 min reading timeIP allowlisting
IP allowlisting is only avilable for Premium and Enterprise plan users Enhance the security of your SleekFlow workspace by restricting access to specific IP addresses using IP allowlisting. This feature ensures that only users connecting from approved networks can access your company workspace, protecting your data from unauthorized access. Setti...
1 min reading timeFlow triggers overview
What is flow trigger? Triggers are the foundation of any automated workflow, defining the event that initiates your flow and enabling you to automatically respond to specific actions. Flow Builder offers a diverse range of triggers to cater to various use cases, ensuring your flows respond to a range of customer interactions and events. Each trigger...
4 min reading timeConfiguring "Interaction" trigger nodes
The Interaction trigger nodes starts a flow when a customer takes a specific action in your connected channels. This can include replying to a message, clicking a button, submitting a form, or reacting to content. By setting up this trigger, you can automate responses, follow-ups, or routing rules based on how the customer interacts with your messag...
4 min reading timeManaging your Flow Builder enrollment usage
Managing your Flow Builder usage and flow enrollments effectively is crucial for optimizing the performance of your automation processes. This article will guide you through the steps to manage and monitor your usage in Flow Builder. Flow enrollment A flow enrollment occurs when a contact meets the flow’s trigger condition and is added to the flow...
6 min reading timeManaging users
User management settings can only be accessed by users with an Admin role As a workspace admin, you have control over managing user accounts within your company workspace. Through the User management settings, you can view, edit, and manage user information, reset passwords, revoke 2FA, and remove users as needed to ensure smooth operations within...
2 min reading timeConnecting your WhatsApp Business API account with a free number
The information in this section applies only to Admin account users Already have a WhatsApp Business API account? To migrate an existing number to SleekFlow, visit this Help Center article: Migrate your WhatsApp Business API account to SleekFlow Want to connect your own number to the WhatsApp Business API? To connect a WhatsApp Business API acco...
4 min reading timeConfiguring “Schedule” trigger nodes
Scheduled triggers allow you to start a flow based on a specific date and time—ideal for automating reminders, announcements, or recurring workflows. In this article, we'll walk you through how to set up this type of trigger and use its repeat and filter options effectively. ℹ️ Learn more about flow triggers and how to set up enrollment conditions i...
1 min reading timeCondition branching overview
What is condition branching? Condition branching allows you to create smarter, more personalized flows by automatically guiding customers down different paths based on specific conditions (e.g., user responses, tags, or custom data). This helps you: Deliver more relevant messages and actions to each customer Save time by automating multiple outcomes...
2 min reading timeConfiguring push notifications
Advanced notification settings You can customize the type of notifications you would like to receive in Advanced notification settings. Updating notification settings You can follow the steps here to update your notification settings: Go to “My profile” Click on “Notification settings” If you previously disabled notifications from the SleekFlow mob...
0 min reading timeConfiguring "Social media" trigger nodes
Social media related trigger nodes let you automate workflows based on end-customer interactions on platforms like Facebook and Instagram, such as when someone comments on a post. ℹ️ Learn more about flow triggers and how to set up enrollment conditions in this article: Flow trigger overview In this article, we’ll walk you through how to set up th...
1 min reading timeManage Broadcast Analytics on SleekFlow mobile
Easily monitor and track the performance of your broadcast campaigns using SleekFlow mobile. The Broadcast Analytics feature gives you visibility into key engagement metrics for each broadcast that has been successfully sent, helping you assess reach and effectiveness directly from your mobile device. View Broadcast Analytics You can view detailed a...
0 min reading timeFlow Builder usage FAQ
Can I buy more node limits for each flow? Currently additional nodes for each flow are not available through standard add-ons. Please contact us to explore options if you require more nodes. The table below outlines the monthly free usage limits for Flow Builder across different SleekFlow pricing plans: Pro Premium Enterprise Active flows 3 25 ...
2 min reading timeConfiguring "Messaging" action nodes
Messaging action nodes allow your flow to interact with customers or team members—whether it's sending automated replies, sharing media, or leaving internal notes for follow-up. ℹ️ View the full list of flow action nodes available on SleekFlow, and how to add an action node to a flow in this article: Flow actions overview In this article, we will...
3 min reading timeInviting users
Only users with an Admin role are able to invite other users to your organization’s workspace. The number of invitations you can send is based on your current subscription plan. Invite users to your workplace To invite a new user, you can follow these two methods: Click the icon in the navigation bar at the bottom of the screen Or Go to the Sett...
1 min reading timeManual enrollment triggers
The "Manual enrollment" trigger allows you to manually enroll individual contacts or entire contact lists into a flow. Whether you're escalating a customer’s issue to provide faster support, or selecting participants for an exclusive VIP marketing campaign, this feature is ideal for initiating a tailored workflow to meet your unique needs. Setting...
0 min reading timeGetting started on Advanced Flow Builder
Note: These features and configurations are available only to users with the appropriate permissions. For further details, refer to our Help Center article on Roles and permissions This article will outline how to get started with Advanced Flow Builder and create your first flow. To access Flow Builder, click the icon on the left navigation bar. ...
5 min reading timeConfiguring "Webhook" trigger nodes
Webhook trigger nodes allow external systems to communicate with SleekFlow by sending data to initiate flows. By using webhook related trigger, you can enroll contacts into a flow automatically when SleekFlow receives a webhook request that matches your configuration. ℹ️ Learn more about flow triggers in this article: Flow trigger overview This is...
3 min reading timeFlow actions overview
Action nodes perform specific tasks within a flow. They represent the actions your flow will execute when triggered, enabling you to automate responses, update contact information, manage conversations, and integrate with external systems. For example, when you receive a message from a contact, action nodes allow you to define how you would like to...
2 min reading timeFlow operators overview
What is flow operators? Flow operators define the conditions that must be met for actions or branches in your flow to run. They are essentially the “rules” you set to evaluate data, such as text, numbers, or dates. Operators allow you to create precise conditions and control how your flows behave. For example: Use the “Contains” operator to trigger ...
2 min reading timeManage contact on SleekFlow mobile
Managing contacts efficiently is crucial for users who rely on SleekFlow for seamless communication. With the new feature, users can now easily bulk create contacts directly in the SleekFlow mobile. This feature streamlines the process by allowing multiple contacts to be imported from your device at once, eliminating the need for manual entry, impro...
1 min reading timeContact property date and time triggers
The "Contact property date and time" trigger is activated based on the selected data or time-based contact property associated with your contacts. This trigger is ideal for initiating workflows around events like birthdays, appointment reminders, contract renewals, or any other important milestones. By leveraging this trigger, your workflows can dyn...
0 min reading timeScheduled date and time triggers
The "Scheduled date and time" trigger allows you to automate workflows by enrolling contacts at a specific date and time, with the option to repeat this process at regular intervals. This is particularly useful for managing time-sensitive workflows and processes that need to run on a recurring basis. Setting up the "Scheduled date and time" trigger...
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