Start designing intelligent call flows and automate multi-step conversations while orchestrating seamless customer journeys, with visual workflow builder, enabled with drag-and-drop canvas.
Workflow Modules
Workflow Steps
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Botphonic’s visual workflow builder transforms complex conversational automation into intuitive drag-and-drop. From conditional branching and smart delays to API calls and data transformations, every step is visual and every workflow is live in minutes
Every flow stays where exactly it should be. After a delays or even a manual pause, execution starts from exactly where it was stopped
Get the entire history of every workflow execution, including the path taken, inputs to each node, results returned, and execution time taken. Debug in seconds, not hours
The canvas stays clear, so does your mind. Botphonic's intelligent auto-layout makes sure the nodes are laid out for optimal readability, even for complex workflows of 3, 10, or 30 steps
Conversation design, data processing, system integration, even AI-assisted logic modules 30+ of them, all drag and droppable to you
Start off your flow with incoming messages, webhooks, schedule events or segment changes
Send text, call, carousels, quick reply, or dynamic templates via email, WhatsApp and Call among others
Branch conversations into multiple paths using AND/OR conditions based on user attributes or intent
Pause flows for a fixed duration until specific date or user action is completed. Avoid automation fatigue
Connect to any REST API, trigger outgoing webhooks, receive incoming data, and pass results in your flow
Plug in GPT-4 or your own LLM to generate contextual and personalized replies. Use AI as a smart step
Read and write to your CRM, database, or spreadsheet mid-flow. Enrich, update, or tag contacts in real-time
Parse JSON, format dates, manipulate text, and convert CSV to transform data between steps without writing a single line
Process arrays of items one by one, and run nested flow steps per item for batch operations, list sends, or bulk updates
No engineers. No scripts. Just drag, connect, configure, and deploy
Start by selecting a trigger that starts your workflow - webhooks, schedules, forms, or any event.
Add conditions, messages, delays, API calls, and even data transformers to your canvas. Link them effortlessly with smart connectors and proceed.
Use dynamic variables, condition logic, and live data from earlier steps to personalize each action based on need. No formulas, no syntax required.
Run live test simulations, inspect each node’s output, verify results, and activate them with a single click. Your automation is live and working to get you leads.
Advanced features that make complex automation simple
An infinite and zoomable canvas with smart auto-layout keeps your complicated flows readable and organized, however they grow.
Start with a test against any individual node and inspect its exact output before your flow ever goes live.
Stop your flows to enable human reviewing, approval or overriding and restart automatically where you last left.
The flows will restart at the point of delay, error, or approval checkpoint. Zero data loss, zero re-entry results.
All workflows execute automatically, a long running automation queue is executed smoothly without any blocked threads.
Set step-level error paths, number of retries, fallback paths and even alerts. Making you go strong with each interaction that was made.
From lead capture to order processing, these are real-world workflow examples solving real business problems.
With Botphonic’s smart workflow builder automatically welcome every new user the moment they register on Shopify. The workflow syncs the iser with CRM and checks whether a mobile number is available. If a number exists, a call will be made, followed by a WhatsApp message sent through WhatsApp Cloud API. After which a well formatted welcome email is delivered. It ensures every user receives a timely onboarding experience.
Turn every form submission into an instant opportunity. When a visitor submits a form, the workflow captures the data and automatically creates or updates the contact in CRM. After which it proceeds to analyze the submitted information to determine the most suitable communication channel. Leads with mobile numbers receive calls, followed with WhatsApp and email. Even if a call isn’t received, the user will receive an email.
Deliver instant customer support without overburdening your support staff. The emails or customer support requests are analyzed by AI to understand what the customer wants to know. The AI then creates a reply to that request using the data from the knowledge base. If it is a complex request, a human support staff member is brought into the conversation with all context.
Book a demo and we’ll set it up with you live.
From healthcare to fintech, Botphonic adapts to your industry’s compliance and communication needs
Take the lead and score intent AI-based intent scoring and forward hot leads to sales immediately and cold ones to be nurtured
Auto-triage tickets, answer questions through AI, and forward complicated problems to full content agents, and less handle time.
Confirm the orders received and provide shipping updates and make review requests at the appropriate time and retrieve abandoned carts.
See your new users through step-by-step setup and milestone check completion, and provide them with contextual advice depending on their progress on their journey.
Enable your customers to make appointments through a conversation, effortlessly integrate them with a calendar and make confirmations and set up reminders at 24h and 1h.
Identify at-risk or churned users and initiate personalized win-back flows, including offers. Send them manuals in case of no response after 3 touchpoints.
Everything you need to know before getting started.
A visual workflow builder is a drag-and-drop application that allows you to build automated conversation workflows without the need to write any code. Rather than writing logic, you put triggers, messages, conditions and actions on a canvas and make them visually connected. The visual workflow builder created by Botphonic is specifically created to do conversational automation, all the nodes are created to model how real users engage with bots and not necessarily how the flow moves between applications.
The automation tools of the traditional workflow are constructed on the basis of transporting data between applications – synchronizing spreadsheets, initiating emails, updating CRM. A conversational AI visual workflow builder goes one step further: it manages to create the experience of a real dialogue, responding to user prompts, branching replies, intent recognition, and multi-channel messaging on a single canvas. Botphonic is a combination of the two, data automation and conversation design in one interface.
No coding is required. The visual workflow builder created by Botphonic will be targeted at marketers, operations teams, and customer success managers, not only at developers. All the triggers, conditions, delays and the actions are set using visual controls and dynamic fields. Advanced logic options can also be added to teams that are interested in functionality going even farther, but they do not leave the canvas.
You can create any kind of conversational or functional workflow you like – lead qualification workflows, customer onboarding workflows, support ticket workflows, appointment booking, order processing, post-purchase follow-up workflows, re-engagement workflows, AI-enabled response workflows. You can construct it on the Botphonic canvas, should it consist of a trigger, a decision and an action.
Zapier and Make are generalized automation tools that are designed to transfer data between apps. Visual workflow builder by Botphonic is designed to support conversational automation – it can process user input, branch messages, people intent analysis, channel preference, and AI-generated responses. It is the distinction between the movement of data and experience design.
Yes. Branching on conditions is a fundamental facility. You may direct users through other routes depending upon their replies, traits, buying behavior, buying indicators, or any other fact in your flow. The router module will enable you to have several parallel branches with AND/OR logic and the branch module to allow simple yes/no splits – so you have complete control over each decision point in your process.
Yes. Botphonic offers the ability to test any individual node in isolation or the entire flow in simulation mode before making it live. This allows us to view the exact input and output of each individual process, trace the flow of data in the workflow, and catch errors before they reach the user.</p>
Botphonic offers robust error handling at each and every level. This includes the ability to set up retry logic, define alternative paths for the flow if any process fails, set up alerting to your team, and choose whether the flow should stop or continue on failure. Detailed execution logs allow us to pinpoint the exact point and cause of the failure.