This trigger activates when a contact is added to a specific list. It’s a powerful way to initiate campaigns or keep contacts organized. Here are some example use case: When a contact is added to a “Online webinar list”, send them the event details and reminders If added to a “Sales prospect list”, notify the assigned sales rep   Set up "Added to li...

The trigger is used to initiate a workflow when a specific label is added to a contact. You can use this to automate actions based on customer interaction, conversation topics, or any other relevant criteria. Here are some example use cases: If a “VIP” label has been added to a contact, route them to a priority flow and notify your account manager. ...

The “Customer sends you a message ” trigger activates whenever a customer sends a message to you. It allows you to automate your customer service or sales processes by reacting to incoming messages, and can be used to create welcome messages, FAQ bots, lead qualification workflows, and more.   Set up "Customer sends you a message " trigger node Clic...

This trigger activates when a new contact is added to your SleekFlow account. Use it to automatically onboard new leads or customers, ensuring they’re welcomed and nurtured right away. Here are some example use cases: Send a welcome message with next steps Automatically assign the new lead to a sales rep for follow-up  Set up "New contact added" tri...

  Before setting up your “Shopify” trigger nodes, ensure that you have already integrated your Shopify connection with SleekFlow. You can follow the steps in this Help Center article to complete the connection.     Shopify customer created The Shopify customer created trigger activates whenever a new customer profile is created in Shopify. This ensu...

Before setting up your “Shopify” trigger nodes, ensure that you have already integrated your Shopify connection with SleekFlow. You can follow the steps in this Help Center article to complete the connection.   Shopify order updated The Shopify order updated trigger activates whenever an existing order in Shopify is updated. It ensures that changes ...

Before setting up your “Zoho CRM” trigger nodes, ensure that you have already integrated your Zoho CRM connection with SleekFlow. You can follow the steps in this Help Center article to complete the connection.   Zoho record updated The “Zoho CRM record updated” trigger activates when an existing Zoho CRM record is updated. It ensures that any chang...

This trigger activates when an existing property is added or updated on a contact’s profile. It’s useful for segmentation, personalization, or routing changes as customer data evolves. Here are some example use cases: If contact’s location has changed, update which regional team handles their requests   Set up "Contact property is updated" trigger n...

Before configuring “Salesforce” action nodes, you will need to have at least one Salesforce integrations connected in your organization. You can refer to this Help Center article to learn more about Salesforce integrations.     Update Salesforce record The “Update Salesforce record” action node modifies an existing Salesforce record with new informa...

Send contact webhook  ⚠️ The "Send contact webhook" action will only be available for Premium and Enterprise plan users after the Flow Builder beta period   The "Send contact webhook" action allows you to send data related to the contact enrolled in the flow to an external system. A prerequisite for using this node is that the external system must b...

Add internal note  The “Add internal note” action inserts a private note into the customer’s conversation, visible only to your internal team. This is useful for documenting key information, sharing context with colleagues, or tracking decisions made throughout the conversation, or tagging an agent to reply to the end-customer Use “Add internal note...

Identify and update contact  The “Identify and update contact” action allows you to locate an existing contact using a unique identifier and update its properties. If no matching record exists, the system can automatically create a new contact to keep your database accurate and complete.   Set up "Identify and update contact" action node Click on th...

Before configuring custom object trigger nodes, you will need to have at least one custom object created in your company. You can refer to this Help Center article to learn more about custom objects.     Custom object record updated The “Custom object record update” trigger activates whenever there is a change in a record of a selected custom object...

Before configuring “Google Sheets” action nodes, you will need to have at least one Google Sheets integrations connected in your company. You can refer to this Help Center article to learn more about Google Sheets integrations.   The “Search Google Sheet row” action node searches for and retrieves the matching rows in the selected Google Sheet based...

Remove from list  The “Remove from list” action removes a contact from a specific list or lists. Use this action to update contact segments, remove contacts from targeted campaigns, or adjust list membership based on changing criteria.   Set up "Remove from list" action node Click on the Remove from list action node to open up its node form, which w...

Send HTTP request  ⚠️ The "Send HTTP request" action will only be available for Premium and Enterprise plan users after the Flow Builder beta period     The "Send HTTP request" action allows you to send and/or receive data between SleekFlow and the API of your external system. A prerequisite for using this node is that the external system must offer...

The “User replies to a story” trigger starts a flow when someone replies to a Facebook or Instagram story from the selected page or account. This can be used to engage customers who respond to story content, such as campaign announcements, product teasers, limited-time offers, or interactive story prompts.  Set up “User replies to a story” trigger n...

The “Custom object schedule date and time” trigger lets you automatically start a flow based on a specific date or date/time property from a custom object. This makes it easy to automate actions that need to happen at precise moments linked to your records. This is especially useful for: Sending booking or shipment reminders Triggering follow-up mes...

Before configuring custom object trigger nodes, you will need to have at least one custom object created in your company. You can refer to this Help Center article to learn more about custom object.     Create custom object records The “Create custom object records” action allows you to automatically create a new record in your custom object. This h...

Zoho CRM trigger nodes allow you to automate workflows based on Zoho CRM records, enabling seamless data synchronization and automated actions. With these triggers, you can ensure that updates in Zoho CRM trigger corresponding actions in SleekFlow, improving lead management, customer engagement, and operational efficiency. Before setting up your “Zo...

Before configuring “Zoho CRM” action nodes, you will need to have at least one Zoho CRM integrations connected in your company. You can refer to this Help Center article to learn more about Zoho CRM integrations.     Update Zoho CRM record The “Update Zoho CRM record” action node modifies an existing Zoho CRM record with new information. It ensures ...

Reply post comment via direct message The Reply post comment via direct message action allows you to follow up with users privately after they comment on your post. Instead of replying publicly, this action node sends a direct message (DM) to the user who commented. Use this action node to: Share detailed information or offers Collect customer infor...

Before setting up your “VTEX” trigger nodes, ensure that you have already integrated your VTEX store with SleekFlow. You can follow the steps in this Help Center article to complete the connection.     Looping through VTEX orders The “Looping through VTEX orders” trigger lets you process multiple VTEX orders in bulk based on conditions you define. I...

The “WhatsApp Flow response received” trigger allows you to automate actions when a customer successfully submits a WhatsApp Flow. This lets you collect form responses and save the data directly into SleekFlow for follow-up, segmentation, or reporting. ℹ️ This trigger only runs when the customer successfully submits a response through a WhatsApp Flo...

Add collaborator  The "Add collaborator" action adds another user or team member as a collaborator in the enrolled contact's conversation. Use this action to involve multiple users in complex conversations, facilitate collaboration, or provide additional support to customers.   Set up "Add collaborator" action node Click on the Add collaborator acti...

The User comments during a live stream trigger starts a flow when someone comments on an active Facebook or Instagram Live from the selected page or account. This can be used to engage viewers in real time, such as sending follow-up messages, sharing product details, collecting leads, or adding interested viewers to a list for future retargeting. Cl...

Customer messages you from a Click-to-WhatsApp ad ⚠️ The "Customer messages you from a Click-to-WhatsApp ad" trigger will only be available for Premium and Enterprise plan users     The “Incoming messages from CTWA ad” trigger is designed for conversations initiated by customers clicking on your Click-to-WhatsApp ads. You can use it to automatically...

Before configuring “HubSpot” action nodes, you will need to have at least one HubSpot integrations connected in your company. You can refer to this Help Center article to learn more about HubSpot integrations.     Search HubSpot records The “Search HubSpot records” action node allows you to search for and retrieve a specific HubSpot record based on ...

Add to list  The “Add to list” action adds a contact to a list or lists of your choice. Use this action to segment your audience, target specific groups with tailored messages, or trigger workflows based on list membership.   Set up "Add to list" action node Click on the Add to list action node to open up its node form, which will appear on the righ...

Before configuring “HubSpot” action nodes, you will need to have at least one HubSpot integrations connected in your company. You can refer to this Help Center article to learn more about HubSpot integrations.   Create HubSpot record The “Create HubSpot record” action node creates a new record in HubSpot when triggered. You can use it to add new Hub...

Before configuring custom object trigger nodes, you will need to have at least one custom object created in your company. You can refer to this Help Center article to learn more about custom object.     Update custom object records The “Update custom object records” action allows you to modify existing records in your custom objects. This keeps your...

Before configuring “Google Sheets” action nodes, you will need to have at least one Google Sheets integrations connected in your company. You can refer to this Help Center article to learn more about Google Sheets integrations.   Update Google Sheet row The “Update Google Sheet row” action node modifies an existing row in the selected Google Sheet b...

VTEX trigger nodes let you start automations in Advanced Flow Builder based on order activity in your VTEX store, or run scheduled backfills to process existing orders in bulk. This helps sales, support, and operations teams sync order data, notify customers, and route tasks automatically.In this article, we will guide you through adding and configu...

  Before setting up your “Shopify” trigger nodes, ensure that you have already integrated your Shopify connection with SleekFlow. You can follow the steps in this Help Center article to complete the connection.   Abandoned cart created The Shopify abandoned cart created trigger activates whenever a new abandoned cart record is generated in your Shop...

Send triggered message webhook  ⚠️ The "Send triggered message webhook" action will only be available for Premium and Enterprise plan users   The "Send triggered message webhook" action allows you to send data related to the customer's message that triggered their flow enrollment to an external system.  Prerequisites for using this node are: The tri...

  ℹ️ Refer to the  Flow actions overview to learn more about how to configure action nodes    Create contact The “Create contact”action node lets you add a new contact to SleekFlow during a flow. By defining a unique identifier (such as phone number) and assigning properties like name, email, or custom fields, you can automatically capture and enric...

  Before setting up your “Google Sheets” trigger nodes, ensure that you have already integrated your Google Sheets account with SleekFlow. You can follow the steps in this Help Center article to complete the connection.     Google Sheet row updated The “Google Sheet row updated” trigger activates whenever an existing row in the selected Google Sheet...

Before configuring “Google Sheets” action nodes, you will need to have at least one Google Sheets integrations connected in your company. You can refer to this Help Center article to learn more about Google Sheets integrations.     Add Google Sheet row The “Add Google Sheet row” action node allows you to insert a new row into the selected Google She...

This trigger runs based on a date or time field in a contact’s profile. Ideal for automating time-sensitive workflows like reminders or renewals. Here are some example use cases: Send birthday or anniversary greetings automatically Remind a customer about an upcoming appointment one day in advance Trigger renewal reminders 7 days before a contract e...

Shopify trigger nodes let you start flows in SleekFlow whenever customer or order data changes in Shopify. You can also use looping triggers to bulk process existing records, such as orders or abandoned carts.   Before setting up your “Shopify” trigger nodes, ensure that you have already integrated your Shopify connection with SleekFlow. You can fol...

Before setting up your “HubSpot” trigger nodes, ensure that you have already integrated your HubSpot connection with SleekFlow. You can follow the steps in this Help Center article to complete the connection.     Loop through HubSpot records The “Loop through HubSpot records” trigger lets you process multiple HubSpot records in bulk based on conditi...

Before configuring “HubSpot” action nodes, you will need to have at least one HubSpot integrations connected in your company. You can refer to this Help Center article to learn more about HubSpot integrations.     Update HubSpot record The “Update HubSpot record” action node modifies an existing HubSpot record with new information. It ensures that c...

Before setting up your “Salesforce” trigger nodes, ensure that you have already integrated your Salesforce connection with SleekFlow. You can follow the steps in this Help Center article to complete the connection.     The “Salesforce records updated” trigger runs the flow whenever an existing record in your connected Salesforce org is updated. Use ...

Remove collaborator  The "Remove collaborator" action removes a user or team member as a collaborator on the enrolled contact's conversation. Use this action to adjust collaboration needs, streamline communication, or remove unnecessary collaborators from the conversation.   Set up "Remove collaborator" action node Click on the Remove collaborator a...

Add label  The “Add label” action adds a label or labels to a contact's profile. Use this action to categorize contacts, trigger workflows based on labels, or send targeted messages to specific groups based on label attributes.   Set up "Add label" action node Click on the Add label action node to open up its node form, which will appear on the righ...

Right now, every time a customer sends a message, someone on your team has to manually read it, decide who should handle it, and reply. That works when you have a handful of conversations, but it doesn't scale. Simple automations is the fastest way to set up two of the most common automations every team needs: an automatic reply to incoming messages...

Remove label  The “Remove label” action removes a label or labels from a contact's profile. Use this action to update contact categorization, remove contacts from targeted campaigns, or adjust label assignments based on changing criteria.   Set up "Remove label" action node Click on the Remove label action node to open up its node form, which will a...

Change conversation status  The Change conversation status action changes the status of a conversation to open or closed. Use this action to track conversation progress, automate actions based on status changes, or route conversations to specific queues based on status.   Set up "Change conversation status" action node Click on the Change conversati...

Before configuring “Zoho CRM” action nodes, you will need to have at least one Zoho CRM integrations connected in your company. You can refer to this Help Center article to learn more about Zoho CRM integrations.     Create Zoho CRM record The “Create Zoho CRM record” action node creates a new record in Zoho CRM when triggered. You can use it to add...

  Before setting up your “Shopify” trigger nodes, ensure that you have already integrated your Shopify connection with SleekFlow. You can follow the steps in this Help Center article to complete the connection.   Shopify customer updated The Shopify customer updated trigger activates whenever an existing customer profile in Shopify is updated. This ...

The "Outgoing message sent" trigger is activated when your business sends a message to a customer, allowing you to create post-messaging workflows. You can use this to follow up with customers, provide additional information, or initiate a new sales or support process.   Set up "You send a message to a customer" trigger node Click on the You send a ...

Feature previews allow workspace admins to try selected SleekFlow features before they are fully released.  ⚠️  Feature previews are only accessible to users with Admin role or above. Enabling a preview makes the feature available to all users in your workspace immediately.     What are Feature previews Feature previews are early-access releases of ...

Before configuring “Salesforce” action nodes, you will need to have at least one Salesforce integrations connected in your organization. You can refer to this Help Center article to learn more about Salesforce integrations.     Search Salesforce object records The “Search Salesforce records” action node allows you to search for and retrieve a specif...

Before configuring custom object trigger nodes, you will need to have at least one custom object created in your company. You can refer to this Help Center article to learn more about custom objects.     Custom object record is created The “Custom object record is created” trigger activates whenever a new record is created for a selected custom obje...

Before setting up your “VTEX” trigger nodes, ensure that you have already integrated your VTEX store with SleekFlow. You can follow the steps in this Help Center article to complete the connection.   VTEX orders updated The “VTEX orders updated” trigger runs the flow whenever an existing order in your connected VTEX store is updated. This is useful ...

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...

Before configuring “Salesforce” action nodes, you will need to have at least one Salesforce integrations connected in your organization. You can refer to this Help Center article to learn more about Salesforce integrations.     Create Salesforce record The “Create Salesforce record” action node creates a new record in Salesforce when triggered. You ...

The “WhatsApp message status updated” trigger allows you to automate actions based on changes to your message delivery status. Whether a WhatsApp message is delivered, read, or fails to send, this trigger ensures you can stay on top of your messaging workflow and respond proactively.  ⚠️This trigger runs for each WhatsApp message status change, so k...

This trigger activates when a contact is removed from a list, allowing you to clean up records or adjust engagement automatically. Here are some example use case: When removed from “Event registrants list”, stop sending event reminders If a contact is removed from a “VIP list”, update their communication flow accordingly  Set up "Removed from list" ...

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...

  Before setting up your “HubSpot” trigger nodes, ensure that you have already integrated your HubSpot connection with SleekFlow. You can follow the steps in this Help Center article to complete the connection.   HubSpot record updated The “HubSpot record updated” trigger activates when an existing HubSpot record is updated. It ensures that any chan...

Update contact  The “Update contact” action updates a contact's property with new information. Use this action to update contact details, add new custom fields, or modify existing information to maintain accurate and up-to-date contact records.   Set up "Update contact" action node Click on the Update contact action node to open up its node form, wh...

Reply to post comment  The Reply post comment action allows you to automatically respond to comments directly under your social media posts. Use this action node to: Acknowledge customer comments in real time Drive engagement on posts Provide quick guidance or next steps   Set up "Reply to post comment" action node Click on the Reply to post comment...

Before setting up your “Salesforce” trigger nodes, ensure that you have already integrated your Salesforce connection with SleekFlow. You can follow the steps in this Help Center article to complete the connection.     Salesforce record is created The “Salesforce record is created” trigger runs the flow whenever a new record is created in your conne...

HubSpot trigger nodes allow you to automate workflows based on HubSpot records, enabling seamless data synchronization and automated actions. With these triggers, you can ensure that updates in HubSpot trigger corresponding actions in SleekFlow, improving lead management, customer engagement, and operational efficiency. Before setting up your “HubSp...

Why do message counts in SleekFlow Analytics differ from Meta? Message counts in SleekFlow Analytics may not exactly match the analytics data you saw from the Meta Business Suite, even when the same time range and channels are selected. This is expected due to differences in how data is recorded and calculated. Here are the  1. Different event times...

Assign to  The Assign to action assigns the enrolled contact's conversation to a specific user or team. Use this action to distribute workload, ensure conversations are handled by the appropriate users, or escalate issues to specialized teams.   Set up "Assign to" action node Click on the Assign to action node to open up its node form, which will ap...

    Before setting up your “Shopify” trigger nodes, ensure that you have already integrated your Shopify connection with SleekFlow. You can follow the steps in this Help Center article to complete the connection.     Abandoned cart updated The Shopify abandoned cart updated trigger activates whenever an existing abandoned cart in Shopify is updated....

Send message The “Send message” action sends a text message to the customer via your selected channel. Use “Send message” action node to: Respond to customer inquiries Provide real-time updates or confirmations Share important information Initiate follow-up conversations Set up "Send message" action node Click on the Send message action node to open...

What is SleekFlow? SleekFlow is a customer communication platform that brings all your messaging channels — WhatsApp, Instagram, Facebook Messenger, and more, into one place. Instead of switching between apps to reply to customers, your whole team works from a single inbox. From there, you can: Reply to customers across every messaging channel from ...

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 ...

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...

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 ...

The "Conversation status updated" trigger is used to monitor changes of customer conversation statuses, such as when a conversation is marked as "Open" or "Closed". You can use this to automate follow-up actions, update customer records, or notify relevant team members. Set up "Conversation status is updated" trigger node Click on the Conversation s...

  Before setting up your “Shopify” trigger nodes, ensure that you have already integrated your Shopify connection with SleekFlow. You can follow the steps in this Help Center article to complete the connection.     Looping through Shopify orders The Looping through Shopify orders trigger is a manual trigger that allows you to enroll existing orders ...

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...

This trigger activates when a label is removed from a contact or conversation, helping you adjust workflows dynamically as customer circumstances change. Here are some example use case: If the label “Trial user” is removed, enroll them into a Customer onboarding flow.  Set up "Label is removed from a contact" trigger Click on the “Label is removed f...

Before configuring “Zoho CRM” action nodes, you will need to have at least one Zoho CRM integrations connected in your company. You can refer to this Help Center article to learn more about Zoho CRM integrations.     Search Zoho CRM records The “Search Zoho CRM records” action node allows you to search for and retrieve a specific Zoho CRM record bas...

This flow allows your AI Agent to automatically handle the first interaction with new contacts, provide an initial response, and then seamlessly hand over the conversation to a team using round-robin assignment. By combining AgentFlow with team queue assignment, businesses can ensure that every new inbound lead is greeted instantly and assigned fair...

⚠️ Please note that Live Monitoring are currently under limited release and may not be available to you yet.   Live Monitoring gives you a real-time view of all customer conversations and agent activity. Designed as a mission-control dashboard, it helps teams stay ahead of rising volumes, prevent bottlenecks, and make fast operational decisions. Thi...

When a contact is triggered to enroll in a flow but fails to proceed, it’s usually due to missing information, permission issues, or system limitations. This article explains the common flow enrollment errors you may see in Advanced Flow Builder, what each error means, and how to resolve it so your workflow can run smoothly. ⚠️ If an error continues...

The Performance Analytics dashboard provides visibility into your team’s responsiveness and efficiency across conversations within a selected period. It is designed to help you monitor performance trends, benchmark service quality, identify outliers, and uncover coaching opportunities at the company, team, and agent levels.   ⚠️ Performance Analytic...

The WhatsApp QR code feature is only available for users on the Premium or Enterprise plan.    Team management settings are accessible only to users with the appropriate team-related permissions under Roles and permissions.   The Team WhatsApp QR code feature enables businesses to create and share unique QR codes for each team. When customers scan a...

This article introduces six practical use cases to help you maximize your Shopify and WhatsApp Business API integration through Advanced Flow Builder (AFB). Each use case includes a description, example workflow, and setup guidance so you can configure them easily in your SleekFlow workspace.   Before setting up your “Shopify” trigger nodes, ensure ...

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...

  ℹ️ Before you start Connect your Facebook Page or Instagram account to SleekFlow before setting up social media triggers. Once connected, the page or account will appear in the trigger node form.     The User comments on a post or reel trigger starts a flow when someone comments on a Facebook or Instagram post/reels from the selected page or accou...

The out of business hours flow template helps you automate replies to incoming messages received outside your team’s working hours. It ensures that customers who reach out during off-hours still receive timely responses, while messages are routed to the right person when your team is back online.   Example use case Scenario: Your business hours are ...

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...

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...

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...

Auto-scaling helps ensure your workspace continues running smoothly even when your contact activity grows unexpectedly. This guide explains how auto-scaling works, when it applies, and how you can manage the setting in your workspace. What is auto-scaling? Auto-scaling is a setting that automatically increases your monthly active contacts (MACs) lim...

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...

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. ...

The Wait for event node pauses a flow until a specific event occurs, allowing the system to respond based on customer actions. It’s commonly used to create dynamic, two-way conversations where the next step depends on what the customer says, clicks, or doesn’t do. This helps you: Make conversations feel more natural and two-way Handle different repl...

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...

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...

This flow helps teams handle new inbound conversations efficiently. When a new contact sends a message for the first time, the system automatically assigns them to an agent or a team using round-robin distribution. This ensures even workload distribution and faster response time, especially for sales or support teams handling high inquiry volumes. T...

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...

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 ...

What is flow variables? Flow variables are dynamic fields you can use to reference real-time data in your flows. They allow you to pull in information from triggers and actions (e.g., messages, contacts, or conversations) and use that data for routing, personalization, and automation. You can use flow variables to: Personalize outgoing messages Crea...

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...

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...

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...

To ensure a consistently fast and reliable experience for all our high-volume users around the globe, we maintain a Fair Usage Policy (FUP). This policy is in place to prevent platform abuse and ensure that system performance remains stable for our entire customer community. This article explains how the Fair Use Policy works, which features are aff...

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...

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...

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...

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...

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...

Send triggered message webhook  ⚠️ The "Send triggered message webhook" action will only be available for Premium and Enterprise plan users   The "Send triggered message webhook" action allows you to send data related to the customer's message that triggered their flow enrollment to an external system.  Prerequisites for using this node are: The tri...

Monthly active contacts (MACs) is the usage metric behind SleekFlow’s new pricing. It aligns what you pay with how much value you get from customer engagement on SleekFlow. In this article, we will walk you through how monthly active contacts will be calculated.  What are monthly active contacts (MACs)? A contact is counted as 1 MAC for the current ...

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...

If you're seeing an error during setup or your phone number cannot be connected, this guide explains the most common causes and how to resolve them. Before you start Before connecting your WhatsApp Business API channel, confirm the following prerequisites. These checks can help prevent common connection issues during setup. Use your exact legal busi...

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...

Team management settings are accessible only to users with the appropriate team-related permissions under Roles and permissions.   The team management feature allows workspace admins to streamline collaboration by creating and managing teams within their organization’s workspace. With this feature, you can: Create and edit team details2. Add or remo...

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...

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...

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 ...