Question flows

Questions the assistant asks and remembers, like a name, a phone number or a preferred time.

A question flow is a short list of questions the assistant asks and saves for each person: a booking request, an order, a new-client form. Answers are checked (a phone number must look like one) and saved on the person’s profile.

Questions: a new flow (1) and the booking request flow (2)

Create a flow

1. Click New question flow (1)

   Name it, and choose when it starts: the person’s first message, a message containing keywords, or a Behaviour rule.

2. Choose the style

   • Conversational: people can ask other things in between; the assistant answers, then asks the next question again.
   • Step by step: every message is the answer to the current question. Best for forms.
3. Add the questions

   For each one choose the answer type:

   Type	Use it for
   Free text, Number	Names, notes, quantities
   Email, Phone number	Checked automatically
   Multiple choice, Yes / No	Shown as tap-to-answer buttons
   Date	Understands “tomorrow” and “31.05”
   Service, Who	From the menu on Services and team
   Booking time	Offers free times and books the one picked

4. Add an intro, a closing message and (optionally) a webhook

   The webhook sends the answers as JSON to Zapier, Make or a CRM when the flow is finished.

For bookings, put Service and Who before Booking time, so the free times match how long the service takes and who does it. The Services page offers to add them for you.

Ideas

• Onboarding for a coach: name, goal, experience level, budget, then a consultation time.
• Restaurant reservation: date, time, number of guests, any allergies.
• Wholesale enquiry for a shop: company name, email, products, quantities. Send it to the CRM with the webhook.