SmartFlow

SmartFlow is the visual node-based workflow builder for AI SmartTalk. Create powerful automations by dragging nodes onto a canvas and connecting them together.

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The Interface

Canvas

The main workspace where you build your flows:

• Drag nodes from the library onto the canvas
• Connect nodes by dragging from output to input ports
• Click a node to open its configuration panel
• Zoom & Pan using the toolbar or mouse scroll

Node Library (Left Panel)

Access 58 nodes organized by category:

• Recently Used — Quick access to your most used nodes
• Triggers — 10 trigger types that start your flows
• Actions — All the actions your flow can perform

Search for nodes by name using the search bar.

Configuration Panel (Right Panel)

When you click a node, the configuration panel appears:

• Node Label — Give your node a descriptive name
• Form / JSON toggle — Configure visually or with raw JSON
• Variables — Use {{variableName}} syntax to reference data
• Save Configuration — Apply your changes

Toolbar

Button	Action
←	Go back
🔍+/-	Zoom in/out
⛶	Fit to screen
⬇	Download flow
📋	Copy flow
▶ Test	Run the flow in test mode
💾 Save Template	Save to template store

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Building a Flow

1. Add a Trigger

Every flow starts with a Trigger node. Drag one from the library:

Common triggers:

Trigger	Use Case
Conversation Tool	Give your AI new capabilities
Chat Service Override	Customize AI for a specific channel
SmartForm Workflow	Process form submissions
Scheduled Workflow	Run daily/hourly tasks
Webhook	Receive external events
Navigation Event	React to page visits

→ All Triggers

2. Add Actions

Connect Action nodes to perform tasks:

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

→ All Actions

3. Connect the Nodes

• Drag from the output port (bottom of a node) to the input port (top of the next node)
• Connections appear as dashed lines
• Nodes execute in order from top to bottom

4. Test Your Flow

Click ▶ Testing in the toolbar to open the test panel.

Testing with Gmail

Testing with Messenger

Test Panel Features:

Element	Description
Chat Instance	Create or select a test conversation
tester.yourMessage	Input a test message
Advanced Options	Configure test parameters (varies by channel)
Run with Streaming	Execute and watch nodes in real-time

Test with Any Channel

The test panel adapts to your connected channels: Messenger, WhatsApp, Instagram, Discord, Slack, Gmail, Email, and more. CMS integrations (WordPress, PrestaShop, Joomla, Webflow) use the Web chat service.

5. Save & Activate

• Click Save Template to save your work
• Toggle the flow to Live to activate it

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Monitoring & Analytics

Each SmartFlow has its own Usage Statistics page:

Metric	Description
Daily Executions	Execution count over time
Hourly Activity	When this SmartFlow is most active
Success Rate	Successful vs failed executions

Filter by Last 30 days, Last 7 days, or custom range.

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Parallel Execution

Split your workflow into multiple branches that run simultaneously:

Use the Parallel Start node to create branches. Each branch executes independently, then reconnects.

Example: A Messenger AI workflow that:

1. Triggers on message received
2. Splits into parallel branches
3. Branch 1: Show typing indicator
4. Branch 2: Mark message as read
5. Reconnects to process with AI
6. Hides typing indicator

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Template Store

Start quickly with pre-built templates from the community:

• Browse approved templates
• Filter by AI Tool, SmartForm, Sequence, etc.
• Install with one click
• View the SmartFlow before installing

Some templates require Setup (connecting accounts, API keys).

My Templates

Manage and share your own templates:

• See your Total Templates, Pending, Approved, and Downloads
• Track which templates are popular
• Submit templates for approval

→ Template Store Guide

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Variables

Use variables to pass data between nodes:

{{variableName}}

Common variables:

Variable	Description
{{query}}	User's input from a conversation tool
{{result}}	Output from the previous action
{{conversation}}	Current conversation context
{{user}}	User information

Variables are defined in trigger configurations and accessible throughout the flow.

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Getting Started

1. Go to SmartFlow in your dashboard
2. Click Create New Flow
3. Drag a Trigger onto the canvas
4. Add Actions and connect them
5. Click Test to debug
6. Click Save Template when done
7. Toggle Live to activate

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Next Steps

• Triggers Overview — All trigger types explained
• Actions Overview — All actions with examples
• Template Store — Browse and install templates
• OpenAPI Integration — Connect any API