★★★★★
50+ teams answer customers with Chatflow
Custom AI Workflows That Turn Every Conversation Into Action
Chatflow's custom AI workflows let your chatbot act on what happens in a conversation: route new leads, turn unanswered questions into support tickets, bring your team in live, look up data in your own systems and book meetings. You build every workflow yourself in our no-code AI workflow builder.
React To Events
New leads, unanswered questions, live chat requests and new messages each lead to the next step.
Act In The Chat
Capture verified leads, book meetings and look up live data without leaving the conversation.
Route The Result
Each outcome lands in Slack, Help Scout, Zendesk, your CRM through Zapier, or your own endpoint.
4
Conversation events a workflow can react to
3
Ways to hand off: live chat, ticket or email
2
Directions: events out, live data in
0
Code for the built-in steps
50+
Teams using Chatflow
How To Build Custom AI Workflows In 4 Steps
Built-in actions and integrations need no code. Webhooks and API actions need a developer.
Train your agent
Add your website, sitemap, files, text snippets and Q&As so the agent knows your business before it takes any action.
Switch on actions
Turn on Collect Leads, email verification, Calendly booking or your own API actions, and choose when each one applies.
Connect your tools
On the Integrations page, click Connect Account for Slack, Help Scout, Zendesk, Zapier and more, or add a webhook endpoint.
Test and go live
Run real scenarios in the Playground, then go live and track leads, chats and agent performance in your analytics.
An AI Workflow Builder With Every Building Block You Need
Mix built-in actions, native integrations, Zapier and webhooks to bring AI workflow automation to every conversation. Each step is a setting you switch on in the dashboard, and you can change it whenever your process changes.
Use the Collect Leads action to ask for a name and email at the right moment, and turn on email verification so each address is confirmed with a one-time code. Every lead stays linked to the conversation it came from.
Custom AI Workflow Examples, By The Event That Starts Them
Each AI workflow example below is built from features already in your dashboard. Start with one and add steps as you go.
Route every new lead the moment it arrives
Automated lead routing sends one captured lead to several places at once: a Zap that creates the CRM contact, your Help Scout mailbox and your own webhook. Pair it with chatbot lead generation to capture more of them. Several destinations from one event Verified emails when codes are on Export as PDF, CSV or JSON
Turn content gaps into tickets and fixes
When the agent can't answer, the question becomes a ticket for your team instead of a dead end, which keeps your customer support automation honest. Once someone writes the answer, add it as a source and the agent covers it next time. Tickets with the full chat A running list of content gaps Fewer repeat questions over time
Bring your team in live with human handoff
A request for a person goes straight to Slack, or to Chatflow's inbox for website chats. Whoever is free accepts it and replies, and the visitor sees it in the same conversation. Works on website, WhatsApp and Messenger Accept or reject each request Email follow-up when the team is away
Answer with data from your own systems
With a developer on hand, API actions let the agent read from your systems mid-chat, so a status question gets a real answer and a change request reaches the right person. Read-only lookups to start Answers stay current without retraining Pairs with live handoff for changes
Feed conversations into your own reporting
Send every message to your endpoint as it happens and analyze customer conversations alongside the rest of your business data, with your own tools. JSON over HTTPS Every message as it arrives Your queries, your dashboards
How A Chatbot Workflow Works: Trigger, Action, Destination
Custom AI workflows are automated steps your chatbot runs when something happens in a conversation. Each one pairs a trigger with what should happen next, and where the result should land.
| When this happens | What can happen next | Where it lands |
|---|---|---|
| A lead is captured | Email verified, meeting booked | Leads view, Help Scout, CRM via Zapier, webhook |
| A visitor asks for a person | Live chat request | Slack or Chatflow's inbox |
| The agent can't answer | Ticket or email follow-up | Help Scout, Zendesk, webhook |
| A customer asks for live data | API action lookup | The answer, inside the chat |
| A new message arrives | Event sent out | Your webhook endpoint |
Compare native integrations, Zapier and webhooks on our chatbot integrations page.
Before You Build Your First AI Workflow
Have these three things ready and the setup takes minutes.
Teams Already Running AI Workflows With Chatflow
Our support routing used to be a manual job every morning. Now the agent answers the routine questions, and the rest land in our helpdesk with the conversation attached.
David K.
VP of Operations, B2B SaaS Company
80%of routine tickets handled
Leads from the chat reach our CRM the moment they're captured, already verified. Our reps follow up while the prospect is still interested.
Aisha N.
Head of Revenue Operations, Enterprise SaaS
6lead sources, one workflow
We connected booking, lead capture and our CRM without writing code. Onboarding questions that used to take days of back-and-forth now get answered in the chat.
Carlos M.
COO, Financial Services Firm
11of 14 onboarding steps automated
Security And Privacy For Every AI Workflow
Your conversations, customer data and training content stay protected, and your private content never trains a public AI model.
GDPR
Built to meet EU data protection requirements.
SOC 2 Type II
Independently audited for security and reliability.
HIPAA
Safeguards for handling protected health information.
You control the actions
Your agent only uses the actions and integrations you switch on.
Activity logs
See who changed what across your workspace, and when.
Team roles
Give each teammate the right role, and remove access when someone leaves.
Encryption
Data is encrypted in transit with TLS 1.3 and at rest with AES-256.
Private by default
Your content is never used to train public AI models.
Delete anytime
Remove conversations, an agent or your whole account whenever you choose.
Custom AI Workflows: Frequently Asked Questions
What to know before you build your first AI workflow in Chatflow.
Contact supportCustom AI workflows are automated steps your chatbot runs based on what happens in a conversation. In Chatflow, each workflow starts from an event, like a captured lead, a request for a person or an unanswered question, and ends in an outcome, like a CRM contact, a Slack live chat or a Help Scout ticket. They're the layer of chatbot automation that turns answers into actions.
Train your agent on your website and docs, switch on the actions you need in the Actions tab, connect your apps from the Integrations page and test every scenario in the Playground. Once it behaves the way you want, go live on your website, WhatsApp or Messenger.
No. You build and manage them yourself in the Chatflow dashboard, which works as a no-code AI workflow builder: train your agent, switch on the actions you need, connect your apps and test everything in the Playground before you go live.
Yes, for built-in actions like Collect Leads and Calendly booking, native integrations and Zapier. You only need a developer for webhooks and API actions, because someone has to build the endpoint that receives events or answers the agent's requests.
Common examples include routing a verified lead to your CRM through Zapier, turning an unanswered question into a Help Scout or Zendesk ticket, handing a chat to your team in Slack, booking a meeting through Calendly and checking an order status through an API action. See the example workflows above for how each one runs step by step.
Four things that happen in a conversation: a lead is captured through Collect Leads, a visitor asks for a person, the agent can't answer a question, and a new message arrives. Each has its own outcome: a lead routed through Zapier or Help Scout, a live chat request in Slack or the inbox, a Help Scout or Zendesk ticket, or a webhook event. Calendly bookings and API lookups happen inside the chat when the conversation calls for them.
General workflow automation tools move data between apps after something has already happened. Chatflow's custom AI workflows start inside the customer conversation: the agent decides when to capture a lead, offer a person, book a meeting or call your API, then passes the result on. You can still use Zapier as one step to reach 9,000+ other apps.
Unanswered questions can go to Help Scout or Zendesk as tickets. When a visitor asks for a person, the human handoff kicks in: your team takes over the chat from Chatflow's inbox or Slack, and WhatsApp and Messenger chats are taken over from Slack. When nobody is online, the agent collects the visitor's details for an email follow-up.
Your website, WhatsApp and Facebook Messenger, all with the same agent. The agent replies in the language each customer writes in, and in your website chat customers can also send voice messages or share images.
Yes. Switch actions on or off, edit your agent's instructions, and connect or disconnect apps whenever your process changes. Activity logs show who changed what.
Only through the API actions you set up and switch on. Start with read-only lookups like order status, and add actions that update data once you've tested them in the Playground.
Yes. New accounts start with a 14-day free trial, and you add your card details at sign-up. See the pricing page to compare plans and which ones include each integration.
Data is encrypted in transit and at rest, your agent only uses the actions and integrations you switch on, and your content is never used to train public AI models.
Explore other Chatflow services
Every service runs on the same Chatflow AI agent, trained on your business and ready for the job you need done.
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{
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},
{
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