The Flows section of Tidio allows you to set up automated responses within your chat. These flows are designed to address the most common questions visitors have, making customer interactions easier and increasing your overall efficiency.
Navigate your flows
When you open the Flows section, you will see the My Flows section, which lists all the flows you have added so far:
If you want to edit an existing flow from the My Flows section, click the three-dot menu next to the flow and select Edit:
Within the visual flow editor, you can edit the flow text by clicking on the node you selected and editing the text in the window on the right.
To learn more about editing flows in Tidio, check out our article on creating a flow from scratch or editing existing flows .
Pre-made flows (templates)
Below the My Flows tab, there’s the Strategies tab. Based on the information you provided during the sign-up process, this is where we suggest a series of flows that work together to help you achieve your business goals. You can learn more about Strategies here.
There is also a list of available templates , where you can browse and use all the ready-made flows. The templates are numbered into three categories: Lead Flows, Sales Flows , and Support Flows.
You can select a template by clicking the Use Template button , and customize the messages sent to your site visitors. To learn more about available templates and how to use them, check out our article on pre-defined flow templates.
Context flows
New to Tidio and not sure where to start with flows? If the existing templates don’t suit your needs, you can access the Welcome to Flows tab, located on the left side of your flows section. This screen features a dedicated flow tailored to your specific Tidio project, with clear recommendations for your next steps.
The operator of the flows
At the bottom of the Flows panel menu, you can also see the Flows Launcher section – for more information about this tool and its possible uses, see this article .
[fact_box] Interesting fact: Flows in Tidio can be used not only for support and sales, but also for collecting customer feedback. You can set up a flow that asks customers about their experience after a purchase or interaction with the service, thereby improving the services offered. [/fact_box]
[note_box] Tip: When choosing a flow template, try to think about the process your customers go through. For example, if you run an online store, a “sales flow” template can help you guide customers through the buying process more smoothly. [/note_box]
Understanding flows in Tidio
Flows in Tidio are a powerful tool that allows you to streamline communication with your customers. With flows, you can set up automated responses to common questions, provide valuable information, and improve the customer experience.
How to create a new flow?
To create a new flow, you need to go to the Flows section and click the Create New Flow button. You can then choose from pre-made templates or start from a blank flow.
Steps to create a new flow:
- Select the type of flow you want to create.
- Add the nodes you want to include in the flow.
- Edit the text of each node.
- Save the flow and publish it.
Different uses for flows
Flows can be used for a wide variety of purposes, such as:
- Technical support for customers.
- Collecting new leads.
- Training on products and services.
- Frequently Asked Questions (FAQ).
- Collecting feedback from customers.
Examples of useful flows
Here are some examples of flows that can be useful:
- Welcome flow: A flow that welcomes visitors to your site and provides them with information about your services.
- Support flow: A flow that provides answers to frequently asked questions and directs customers to technical support if needed.
- Sales flow: A flow that guides customers through the buying process and provides them with information about promotions and discounts.
Improving your flows
To improve your flows, it’s important to track their performance. You can check the statistics for each flow to see how many customers have used it, what feedback they’ve received, and what improvements can be made.
Tips for improving flows:
- Check your streaming statistics regularly.
- Ask your customers about their experiences with the flows.
- Update the content of your flows as your products or services change.
summary
Flows in Tidio are an essential tool for any business looking to improve communication with its customers. By creating custom flows, you can provide your customers with a better service experience, save time, and streamline your workflows.
If you have any additional questions or need help creating flows, feel free to contact Tidio support or check out more articles in our Help Center.