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Flow builder

Visual flows that qualify, route, and follow up.

Drag nodes. Connect them. Ship a real WhatsApp journey in an afternoon — qualification questions, template sends, conditional routing, CRM updates, Sheets sync, and a clean handoff to AI or a human when the deal needs human judgment.

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No-code visual canvas20+ node typesLive test & step-debug
Live · 312 leads through this flow
app.botsync.in/flows/jee-2yr-enrol

Form submitted

JEE 2-year enquiry

Send template

welcome_jee_2yr

If interested in hostel

user_answer = 'Yes'

Yes

Send hostel rates

Template + PDF

Assign counsellor

Anand R.

No

Handoff to Aurora

AI takes over

Create task

Call within 24h

Flows running 24/7 across coaching, real-estate, clinics, and e-commerce — automating first response, qualification, and follow-up

What makes the BotSync flow builder different

A flow is a sales workflow — not a script

Most flow builders ship scripted message ladders that fall apart the moment a lead answers something unexpected. Our flows are structured at the top, AI-assisted in the middle, and human-aware at the edges.

Qualify before AI replies

Ask the must-have questions upfront — class, city, budget, course — so Aurora and your team don't waste turns on basics.

Route by intent, not by inbox

Branch on user answers, CRM stage, or submitted form. The right lead lands with the right counsellor in seconds.

Do real CRM work, not just chat

Set stages, assign owners, create tasks, push to Sheets, fire webhooks. A flow is an operations tool, not a chatbot toy.

Triggers that match how leads arrive

Start a flow on any real event

Forms, keywords, ad clicks, lead-stage changes, imports, scheduled times — every kind of lead entry can kick off a flow. No more glue code or external Zap chains.

  • Form submitted (with submission data as variables)
  • Inbound keyword or message contains pattern
  • Lead stage changed, lead created, or lead assigned
  • Scheduled — daily / weekly / specific datetime
  • Manual trigger from a lead's profile

Trigger library

6 types

Form submitted

JEE 2-year enquiry

Inbound keyword

“fees” / “price”

Lead stage changed

→ Interested

Scheduled

Daily · 9:30 IST

Lead assigned

When owner = me

Manual trigger

From lead profile

Conditions & branching

Branch the journey on what the lead actually said

Real lead operations have forks: hostel or no hostel, JEE or NEET, this city or that, hot or cold. Drop a condition node and split the flow on submitted data, CRM fields, or message content.

  • Branch on user answers, CRM fields, lead stage, tags, or source
  • Multi-way switch nodes (not just yes/no)
  • Numeric comparisons for budget, age, score
  • Wait-for-reply with timeout fallback
  • Loop back to a previous question if the answer is invalid

Condition

3-way switch

If

user_answer.budget
< 1.5LSend scholarship template
1.5L – 4LStandard counsellor pool
> 4LSend to senior counsellor
Numeric, string, list-contains, regex — every operator a real ops team needs.

Actions that update your business

Send templates, update CRM, sync sheets, fire webhooks

A flow shouldn't just talk — it should do work. Set the lead stage, assign an owner, create a task, push a row to Sheets, hit a webhook with the lead payload. All in the same canvas.

  • Send approved WhatsApp template (24h window aware)
  • Set lead stage, tags, owner
  • Create task with due date and assignee
  • Append row to Google Sheets
  • Send webhook / HTTP request with JSON payload

Action library

12 actions

Send template

welcome_jee_2yr · personalised with {{name}}

Node

Set stage & tags

Stage → Interested · tag: hot-lead

Node

Assign owner

Round-robin → Anand R.

Node

Create task

Follow-up call in 30 min · due today

Node

Append to Google Sheets

leads-sheet · row 2,418

Node

POST to webhook

https://ops.niet.in/v1/lead

Node

AI handoff inside the flow

Pass the conversation to Aurora — with context

When the structured part is done — qualification gathered, consent captured, basics collected — hand off mid-flow to your AI agent or to a human counsellor. They pick up with the full submission and a written summary.

  • Handoff to Aurora node — AI takes over with submitted data in context
  • Handoff to human node — assigns the conversation and pauses AI
  • Wait-for-human-reply with task fallback
  • Resume the flow if AI/human completes the answer

Mid-flow handoff

Structured part done → Aurora picks up with context

Collected by flow

NamePriya SharmaClass12 (Science)Target yearJEE 2026HostelAC preferredCityDelhi

Aurora is replying

Context: flow vars

Hi Priya! Based on what you shared, AC hostel works out to ₹85,000/year on top of the ₹1.8L tuition. Would you like a counsellor call this evening?

Fallback:If Aurora doesn't know the answer, a senior counsellor picks up with the same summary.

Node library

20+ nodes for triggers, messaging, logic, and real work

Every node is built for WhatsApp-first lead ops — template-window aware, consent-aware, and connected to your CRM, not floating in a separate automation tool.

Triggers

  • Form submitted
  • Keyword match
  • Stage changed
  • Scheduled

Messaging

  • Send template
  • Text message
  • Media / PDF
  • Buttons & list

Logic

  • Condition
  • Delay / wait
  • Loop
  • Wait for reply

Actions

  • Set stage / tags
  • Assign owner
  • Create task
  • Sheets append
  • HTTP webhook
  • Handoff to AI

From canvas to live in an afternoon

Build, test, ship — no engineer required

01

Pick a trigger

Form, keyword, stage change, schedule, or manual. The flow starts when a real event happens.

02

Map the journey

Drag template sends, conditions, delays, and actions onto the canvas. Branch where the lead branches.

03

Test & debug

Step-through with sample data. Replay any past run. Fix the broken branch and ship.

04

Publish & monitor

Live flows show drop-off per node so you can fix the leaky question, not the whole flow.

BotSync vs generic flow builders

Flows wired into your CRM, not duct-taped to it

Most chatbot builders treat WhatsApp like a toy — a few scripted bubbles and a vague handoff. BotSync flows live inside the same workspace as your inbox, CRM, AI agent, and forms — so a single flow can do real work.

FeatureBotSyncGeneric chatbot builders
Triggers from real lead events (form, stage, schedule)Keyword-only triggers
Conditions on submitted data and CRM fieldsLinear scripts
Approved WhatsApp template node (24h window aware)Sends from generic text nodes
CRM actions inside the canvasNeeds Zapier glue
Mid-flow handoff to AI agentEither AI or flow, never both
Step debugger with run replayLogs only
Drop-off analytics per nodeTotal runs / completed only

FAQ

Common questions about the flow builder

Can forms trigger automation flows?+

Yes. A published form can trigger a form_submitted flow and passes every submission value into the flow as variables you can branch on, send in messages, or store in CRM.

Can flows update internal CRM stages?+

Yes. Flow actions can set lead stage, tags, owners, create tasks, send templates, append to Google Sheets, and call external APIs. The flow lives inside the CRM, not next to it.

Do flows respect WhatsApp's 24-hour window?+

Yes. The Send template node is window-aware — outside the 24-hour window it forces an approved template, and inside the window it can send free-form text. You'll never accidentally violate policy.

Can I test a flow without sending real WhatsApp messages?+

Yes. Step debugger lets you walk through the flow with sample data and see exactly which branch fires. You can also replay any past production run with the actual data that flowed through it.

What happens if Aurora is enabled and a flow is running?+

Flows take priority for the questions they own. When the flow finishes (or hits a Handoff to AI node), Aurora takes over with the flow's collected data already in context. No double-replies.

Can multiple flows trigger on the same lead?+

Yes — but BotSync queues them so the lead never gets two flows talking at once. You set the priority, and the second flow either waits or skips.

Can I see where leads drop off in a flow?+

Yes. Every node shows in-volume, out-volume, and conversion rate to the next node. You can spot the question that's losing leads and fix that one node, not rebuild the whole flow.

Pair it with

What works well inside flows

Forms

Trigger a flow the moment a hosted form is submitted.

Learn more

AI agent — Aurora

Hand off mid-flow once qualification is done — Aurora picks up with context.

Learn more

Bookings

Pop in a slot-sharing step right inside the flow.

Learn more

Analytics

See drop-off per node, conversion by trigger, and time-to-reply.

Learn more

Ship your first flow in under an hour

Stop scripting bubbles. Start building lead workflows.

14-day free trial. Build a flow that qualifies, routes, and hands off — and watch your first follow-up go out the same minute the lead submits.

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