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Guided flows

A Guided Flow collects information through predefined questions. It is useful for quote, contact and support requests. Collecting an appointment preference does not by itself confirm a booking.

  1. Create a Guided Flow block and choose how to start it: a trigger or linked quick question.
  2. Add an optional introduction.
  3. Create steps using the editor cards. Each step has a stable ID, an answer field name, a question and an answer type.
  4. Choose free text or buttons; for buttons, enter one label per line.
  5. Use destination menus to continue, jump to a step or finish. Individual buttons can lead to different destinations.
  6. Set the completion message and recipient email. If the email is blank, the site administrator’s email is used.
  7. Fix reported errors, try the flow and save.

Use unique field names with lowercase letters, numbers, _ or -, such as email and requested_service. Avoid missing destinations and accidental loops.

Simulator and real testing

Section titled “Simulator and real testing”

Try the flow runs a local simulation: it does not send emails or real messages. Use Restart after editing. The simulation stops after 50 steps to help identify loops.

In the actual chat, answers are recorded in the conversation. On completion, the plugin attempts to send a summary email through WordPress. Test your site’s email delivery as well.

Steps handled by the flow do not require LLM generation. AI may still be needed to detect an intent that starts the block. Flow state is temporary and expires one hour after the last state save.