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.

Create a new flow

To create your first flow, click on Create new flow at the top right of the Flow Builder page.

Step 1: Select flow version

You can choose between Classic and Advanced flow types when creating a new flow.

Advanced Flow Builder allows you to create smarter and more flexible flows with powerful features like:

• AI-powered nodes such as AgentFlow
• Integration nodes for Salesforce, Google Sheets, HubSpot, and more
• Support for all SleekFlow channels and social media–related triggers
• It is more powerful and faster for more complex and heavy workflows

To unlock the full capabilities of SleekFlow, we suggest using Advanced Flow Builder whenever possible.

Step 2. Select flow template

You will then be presented with options to create your new flow, where you can either start from scratch or begin with a pre-designed template as a starting point.

• Click Start from scratch to build a new flow entirely on your own.
• Or, choose from one of the available flow templates to save time and customize as needed. 

Step 3. Select flow settings

You would be able to configure the flow name and re-enrollment settings before creating the new flow: 

1. Flow name
   Give your flow a clear, descriptive name so you and your team can quickly understand its purpose. For example, “New Customer Welcome Flow” or “VIP Upsell Campaign.”
2. Allow re-enrollment
   This setting controls whether contacts who have already been enrolled in this workflow can enter it again. You can choose from:

Option 1: Allow for all customers who are no longer in the flow

Contacts who have previously completed the flow can be re-enrolled if they meet the trigger conditions again. You can also choose to re-enroll only those whose previous enrollment did not complete successfully.

Option 2: Allow for only for customers who are still in the progress of completion 

Contacts who are currently in the flow can be re-enrolled while their previous enrollment is still active. This means they may have multiple active instances of the same flow at once.

Overview of node types

There are six types of nodes you can use to build your workflow:

1.Trigger node (Set the starting point of your workflow)

A trigger node decides when your workflow should start and which contacts will be enrolled.

Think of it as the starting condition, something that happens (e.g., a message is received, a status changes) that tells the system to begin this workflow.

2.Action node (Tell the system what to do)

An action node defines the tasks the system will perform for enrolled contacts.Examples include sending a message, updating a contact label, or adding them to a list.

Each action node has its own configuration options that determine how the task is carried out.

3.Condition branching node (Create different paths)

Condition branching node allows you to split your workflow into subflows based on specific conditions. For example, you might send one type of follow-up to VIP customers and another to non-VIP customers.

4. Wait for event node (Pause until something happens)

Use this node to keep two-way communication going with your customer. After sending a message, you can instruct the system to wait for a specific response before continuing.

5. Time delay node (Pause for a set time)

Add a Time delay node to hold the workflow for a specific amount of time before moving to the next step. This can be useful for pacing follow-ups or scheduling reminders.

6. End/jump node (Close or connect your flow)

Under this node, you can set up:

• End flow: Marks the end of a branch. When a contact reaches this node, they exit the workflow.
• Jump to: Instead of ending, you can connect this point to another node in the flow, allowing you to merge branches or redirect contacts to a different subflow.

How to use Flow Builder

You will be able to set up your new flow in the flow editor. This guide will help you learn how to construct and develop your flow.

Navigating flow canvas 

1. Zoom in / Zoom out: Use the zoom controls at the bottom of the screen, or your mouse scroll to view your flow in more or less detail
2. Undo / Redo actions: Use the undo and redo buttons at the bottom of the screen to quickly reverse or reapply recent changes.
3. View number of nodes: Keep track of how many nodes are in your flow from the counter at the bottom of the screen
4. Pan across the canvas: Click and drag the canvas to move around the workspace at the right bottom of the screen

​​Flow structure overview

A typical flow is built using three core node types:

• Trigger: Defines when the flow starts and who gets enrolled
• Action: Performs tasks on enrolled contacts
• End / Jump: Marks the end of the flow or redirects to another point in the flow

Add trigger node

1. On the flow canvas, click the Start node to open the node form.
2. On the right-hand side of the screen, click on “Select a trigger” in the node form

3. You will then see a “Select a trigger” modal, select the trigger that will initiate the flow

Once you have selected the trigger for your flow, you can set up its configuration under the set up tab and filter the condition enrollment under filter tab. Enrollment conditions are set conditions to filter out or specify which contacts get enrolled into the flow.

Add action nodes 

You can add an Action node to configure specific tasks that the system will carry out on enrolled contacts. 

Add your first node by clicking on The first node in the flow canvas.

Once you have chosen the action of your choice, the action node will be inserted into the flow. You can configure the settings of the action node in its node form that will be displayed on the right-hand side of the screen.

Managing nodes 

Add a new node

Add additional nodes to the flow by clicking on the “Add node” button between nodes in the flow canvas.

Copy a node

To duplicate an existing node, click on and select Copy. This creates an exact copy of the node, including its settings, so you can reuse the same configuration elsewhere in your flow without rebuilding it from scratch.

Copy all nodes below

You can also duplicates the selected node and all nodes connected after it in the flow. This is useful for reusing a complete sequence of steps without rebuilding them one by one.

Paste a node

After copying a node, a Paste button will appear between nodes. Click on the button where you want the duplicated node to be placed. The pasted node will retain all the settings of the original, and you can adjust them as needed.

Delete a node

To remove a node, click on and select Delete. This action permanently removes the node and its connections, so double-check before deleting to avoid breaking your flow.

Delete all nodes below

You can also removes the selected node and all connected nodes after it in the branch. Use with caution, as this will permanently delete a large portion of your workflow.

Publish your flow

Once you have completed constructing your flow, you can choose to either save the flow as a draft or publish and activate the flow. 

Click on Save as draft to save any changes to the flow and continue working on it later. 

To activate and run your flow, click Publish and the flow will be live. After a flow is published, any contact that meets its trigger conditions will be enrolled into it.