Flow Editor

Build a deterministic service flow for WhatsApp or Instagram with a trigger, templates, texts, branches and handoff to the AI or the team.

The Flow Editor creates a rule-based automatic service. It is the deterministic alternative to AI service: the conversation follows the nodes and connections you design, without generating new answers.

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When to use

Use the Fixed Flow for simple menus, screening, collecting a single answer or controlled handoff to the AI or to the team.

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Before you start

• Have a WhatsApp (Official Meta) or Instagram (Official Meta) integration already saved.
• In the channel tab, choose Fixed Flow (visual builder, no AI) under Service Mode.
• To send a template, have an approved template available.

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Open the editor

1. Open the integration

   In Settings → Integrations, edit the WhatsApp or Instagram integration that will receive the flow.

2. Choose the mode

   In the channel tab, under Behavior, select Fixed Flow (visual builder, no AI).

3. Open the builder

   Click Open Flow Editor. The editor opens in a wide view with a node palette on the left and the canvas in the center.

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Available nodes

Node	Function
Trigger (new conversation)	Starts the flow when a new message arrives. The flow must have exactly one.
Send Template	Sends an approved template, chosen in the node itself.
Send Text	Sends a text defined by you. The \{nome\} variable can be replaced by the customer’s name.
Wait for Reply	Pauses the conversation until a new message arrives and lets you create branches by keyword and a Default branch.
Forward to AI	Ends the flow and returns the conversation to AI service.
Forward to Human	Ends the flow, pauses automation and places the conversation in the team queue.

Wait for Reply compares the configured words with the received text. If no word matches and there is no Default branch, the conversation keeps waiting for another reply.

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Build and save

1. Add the trigger

   Drag Trigger (new conversation) onto the canvas. Do not add another trigger: the editor prevents more than one.

2. Add the actions

   Drag the send, wait or forward nodes. In the template and text nodes, fill in the requested content.

3. Connect the nodes

   Link the output of one node to the input of the next using the dots on the edges. In Wait for Reply, connect each branch to the matching path.

4. Name the flow

   Edit the name at the top of the editor to identify the service.

5. Save the flow

   Click Save Flow. Notfy only saves the flow when there is exactly one Trigger.

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How the conversation behaves

• The flow runs the nodes in sequence until it finds Wait for Reply, a template that waits for continuation or a forward node.
• When the reply arrives, Notfy checks the branches of the wait node and continues along the matching path.
• Forward to AI resumes AI service; Forward to Human places the conversation as awaiting service.
• If the design ends without an explicit forward, the conversation is released to the human queue for safety.

When you choose Fixed Flow, the channel’s AI does not answer while the flow is active. To return to AI service, edit the integration, select Artificial Intelligence and review Enable AI on this number or Enable AI on Instagram.

Official WhatsApp

Configure the channel and the service mode.

Instagram Direct

Use the flow in Instagram messages.