FlowBuilder Steps Glossary
By going through this article, you will find a handy list of all the available steps in the MessageBirds FlowBuilder. It just might give you an idea of the variety of available scenarios and use cases you can cover. Sit tight and read through.
Table of contents
Before getting started
You will need:
FlowBuilder Steps
Here is a complete list of all the available Steps in a given Flow:
Flow Controls | ||
| Branch | Combine conditions to define how the Flow executes on an if-then basis |
Define an action to perform if the hour and date conditions are met | ||
End of Flow | End the Flow after this step is used | |
Jump to | Jump to any other step in the Flow | |
SMS | ||
Send an outbound SMS. *Requires an SMS channel | ||
Add the number which triggered the Flow to Dashboard Contact Groups | ||
Remove the number which triggered the Flow from Dashboard Contact Groups | ||
Forward to group | Forward an SMS that has started a Flow to an entire group of Dashboard Contact Groups | |
Forward to email | Forward an SMS that has started a Flow to an e-mail address *Requires an SMS channel | |
Forward SMS | Forward an SMS that has started a Flow to another number *Requires an SMS channel | |
Reply using SMS | Reply to a number that has triggered a Flow with a predefined SMS message *Requires an SMS channel | |
Messaging | ||
Send messages in existing conversations, be it the 1st message or a reply to an inbound message, through any messaging channel (WhatsApp, Telegram, Instagram, etc). *Requires at least one channel configured | ||
Send messages in existing Facebook conversations. This includes exchanging rich messages like quick replies, carousels, media, and attachments. *Requires a Messenger channel | ||
Send messages in existing Instagram conversations. This includes exchanging rich messages like quick replies, carousels, media, and attachments. *Requires an Instagram channel | ||
Send messages in existing WhatsApp conversations. This includes exchanging rich messages like quick replies, product messages, Images, and attachments. *Requires a WhatsApp channel | ||
Send WhatsApp template message | Send WhatsApp template messages *Requires a WhatsApp channel | |
Wait | Wait before executing the next step in FlowBuilder for the determined amount of time | |
Await a response from the end-user before continuing the Flow further | ||
Send an email | Send an outgoing email *Requires an email channel | |
Inbox | ||
Add a note | ||
Add Inbox contact | Add a new contact to the workspace's Inbox contact list *Requires Inbox | |
Update Inbox contact | Update a contact in the workspace’s Inbox contact list *Requires Inbox | |
Create an Inbox ticket in the workspace’s Inbox instance with the latest end-users message *Requires Inbox | ||
Artificial Intelligence | ||
Extract the contents of an image (including text) powered by machine learning | ||
Analyze sentiment | Recognizing the mood of the end-user based on the content of a message powered by machine learning | |
Answer frequently asked questions by putting to work the capabilities of Knowledge Bases solution | ||
Capture a list of standardized data points by putting to work the capabilities of the Knowledge Bases Form feature | ||
Recognize pieces of information and data entities in message content with a little help from machine learning | ||
Recognize the user's intent in the message content and turn it into a variable, powered by machine learning | ||
Recognize the language in the message content and turn it into a variable, powered by machine learning | ||
Translate message content powered by machine learning | ||
Add row in Google Sheets | Add a row into a Google Sheet of your choice *Requires a Google Sheets Integration | |
Create a Google Calendar Event | Add a Google Calendar Event into a Google Calendar of your choice *Requires a Google Calendar Integration | |
Salesforce | ||
Create a new SF Lead in the connected Salesforce integration *Requires a Salesforce Integration | ||
Create a new SF Opportunity in the connected Salesforce integration *Requires a Salesforce Integration | ||
Update an SF LEad in the connected Salesforce integration *Requires a Salesforce Integration | ||
HTTP & Webhooks | ||
Await webhook | Pause the Flow until the defined webhook is called | |
Fetch variables from external sources by using an HTTP request | ||
Forward to URL | Forward the message which has started the Flow to a defined URL in the shape of a JSON payload | |
HTTP Request | Make an HTTP request to a defined URL | |
Voice | ||
Outbound call | Make an outbound call *Requires a voice enabled number | |
End call | Hang up a call *Requires a voice enabled number | |
Fetch call flow from URL | Fetch a call flow from an URL (a web resource/container/DB) *Requires a voice enabled number | |
Forward call | Forward an incoming call to a specified number or a SIP (Session Initiation Protocol) URI (Uniform Resource Identifier) *Requires a voice enabled number | |
Forward call to Toky | Forward an incoming call to Toky’s cloud phone system *Requires a Toky Integration | |
If/else | Determine the next steps/journey of the Flow based on the user feedback (keypad input) or set condition | |
IVR menu | Set up an IVR (Interactive Voice Response) menu *Requires a voice enabled number | |
Pause call Flow | Pause a Flow for a set amount of time *Requires a voice enabled number | |
Play sound file | Play a sound file set in the step *Requires a voice enabled number | |
Record call audio | Record call audio and create a matching audio resource from the phone call *Requires a voice enabled number | |
Say | Convert a written message defined in the step into speech to be played in the call *Requires a voice enabled number | |
Key/value storage | ||
Store or update data into a Database | ||
Retrieve data from a Database | ||
Delete data from a Database | ||
Data handling | ||
Set variables | Define a custom variable that can be reused later in the same Flow | |
For advanced users | ||
Call a Function you have created. Enables deep customization of the Flow and/or integration with other services. |
Depending on the Trigger you are using, some additional steps might be available and some steps, specific to a differently triggered Flow might not be.
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