Build a flow on the canvas

Create your own automation step by step: a trigger, then actions, waits, conditions and AI steps.

6 minOwners and admins
  1. 1

    Start a new flow

    Go to Automations and tap New flow. Pick Blank flow, or a template such as No reply in 24 hours → follow up or Order paid → ask for address.

    New automation
    Blank flow
    New lead → qualify → offer
    No reply in 24 hours → follow up
    Quiet 60 days → win back
    Form submitted → thank + task
    Sketch of the New automation screen
    Open this in Nuha Chat
  2. 2

    Name it and choose who can enter again

    Type the Flow name at the top. Next to it choose Each customer once, Once a week per customer or Every time it happens.

  3. 3

    Set the trigger

    Tap the first step (Trigger) and pick what starts the flow, like New message or Order paid.

  4. 4

    Add steps

    Tap + on an arrow, or select a step and use Add a step after this. Choose Action (send, label, notify…), Wait, Condition (yes / no) or AI step.

    Flow editor
    1 Trigger · New message
    + Add a step here
    Action · Wait · Condition · AI step
    End
    Sketch of the Flow editor screen
  5. 5

    Set each step

    Tap a step to change its setting in the side panel. Use Move to put it somewhere else, or Remove step to delete it. Undo brings back the last change.

  6. 6

    Save it

    Tap Save & turn on to start it, or Save draft to finish later.

Tips

  • Drag to move around the canvas. Pinch or use + / − to zoom; the square button fits it to the screen.
  • Steps marked Soon are not available yet. A flow with one can only be saved as a draft.
  • Your flows follow the same safety rules as the built-in ones: quiet hours, STOP and the 24-hour window.

Something not working?

**Save & turn on** is greyed out.

The flow uses a step that is not available yet. Swap it for another step, or save as a draft.

It says my plan includes only so many active automations.

Turn another flow off, or upgrade your plan.

Build a flow on the canvas · Nuha Chat Help