SmartFlow

SmartFlow is the visual workflow builder for AI SmartTalk. Create automations by connecting nodes in a drag-and-drop editor.

---

What Can You Do?

• Customize AI responses for specific channels
• Automate tasks when forms are submitted
• Schedule syncs for your knowledge base
• Connect integrations like JIRA, ClickUp, Gmail

---

How It Works

1. Choose a Trigger — What starts your flow
2. Add Actions — What your flow does
3. Connect the Nodes — Define the order
4. Test & Activate — Use the Test Panel, then go Live

---

Triggers

What starts your flow:

Trigger	Use Case
Chat Service Override	Customize AI chat for a channel
Conversation Tool	Add tools AI can use
SmartForm Workflow	Process form submissions
Scheduled Workflow	Daily/hourly tasks
Webhook	Receive external events
Navigation Event	React to page visits
Action Event	React to system events

→ All Triggers

---

Actions

What your flow does:

Category	Actions
Chat	Send Message, Search Knowledge, Add Tag, Set Suggestions
AI	AI Request, AI Condition
Email	Send Email
API	API Call
Control	If Condition, Parallel Execution
Connectors	JIRA, ClickUp, Gmail, Google Drive

→ All Actions

---

Template Store

Start quickly with pre-built templates:

• Gmail Draft Mode — AI writes drafts for review
• Meta Typing Flow — Show typing indicators
• Support Ticket — Create JIRA tickets from chat
• And more...

Access templates in SmartFlow → Template Store or in each integration's settings.

→ Template Store

---

Test Panel

Debug your flows before going live:

• Watch nodes execute in real-time
• See variable values at each step
• View logs and errors

---

Getting Started

1. Go to SmartFlow in the menu
2. Click Create New Flow
3. Choose a trigger
4. Add actions
5. Connect the nodes
6. Test and Save
7. Toggle Live to activate