Flow Builder Overview
Understand triggers, messages, questions, conditions, actions, delays, response resources and handover in the visual builder.
What this guide helps you do
Understand triggers, messages, questions, conditions, actions, delays, response resources and handover in the visual builder.
Who should use it
Workspace owners, managers, automation users and authorized technical users responsible for AI configuration or customer workflows.
Before you begin
- Use the correct workspace and minimum required role.
- Use a business-controlled provider account where applicable.
- Understand provider billing, usage and data settings.
- Use fictional Pakistan test data.
- Define human handover before enabling automatic replies or calls.
Main concepts and fields
| Concept / Field | Meaning or Use |
|---|---|
| Trigger | Starts the flow. |
| Message / Question | Communicates or collects data. |
| Condition | Selects a branch. |
| Action | Updates data or external system. |
| Delay | Waits. |
| Handover | Transfers to a person. |
Step-by-step instructions
- Define one customer goal.
- Choose a trigger.
- Add messages/questions.
- Save answers to fields.
- Add conditions/actions.
- Add fallback and handover.
- Test every branch.
- Publish and monitor.
Test and verification
- Run one complete successful path.
- Run an invalid or failure path.
- Confirm fields, assignment and logs.
- Confirm human handover.
Common issues and solutions
| Issue | What to Check |
|---|---|
| Flow does not start | Active status, channel, trigger and entry condition. |
| Wrong branch | Field type, stored value and condition order. |
| Repeated messages | Loop, retries, duplicate event and overlapping flows. |
| Action fails | Credential, endpoint, schema and timeout. |
| Handover fails | Team, agent and permission. |
Security, privacy, consent, cost and provider notes
- AI-provider charges and Wemblo AI-action usage are separate controls.
- Do not expose provider keys or customer data in screenshots, tickets or client-side code.
- Use human review or handover for sensitive, private, regulated, urgent, high-value or final decisions.
- Do not promise perfect accuracy or guaranteed business outcomes.
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