How to do it
- 01
Open the flow builder available to your role. Create a flow for a common visitor goal, such as account questions or a service request.
- 02
Add choices with plain labels, link approved answers where helpful, and set a human handoff destination for unresolved requests.
- 03
Preview the flow and test it on a mobile screen before enabling any proactive invitation.
- 04
Review actual conversations after launch. Simplify choices that customers frequently abandon or misunderstand.