How to manage the “My Flows” section to manage your processes

You can streamline your work even faster with our flow templates. Ready-to-use templates are available for your customization under the Flows section.

Flow templates

Flow templates are pre-made settings that can be quickly added and customized to your needs. Tidio offers a variety of ready-made templates, updated by purpose – within the general Flows section:

Additionally, if you are new to Tidio and are not sure where to start with flows, and the current templates do not suit your needs, you can access the Welcome to Flows tab, located on the left side of your flows section. On this screen, you will find a dedicated flow tailored to your specific Tidio project, with clear recommendations for your next steps.

Template navigation

You can see all the available templates when you browse a specific list. You can use the search option if you know what you’re looking for; you can also narrow your view using subcategories , filters , and sorting options at the top:

For example, you can choose the communication channel where the template should work (live chat, Messenger, Instagram, WhatsApp):

Choose one of the subcategories and easily find suitable uses, with more professional and ageless designs.

…or sort the templates by relevance, popularity, recommendation, date added, or name:

Add a template

To add and work with a template, you first need to decide which template you like. Find a template in one of the lists, such as the list of support flows :

All relevant templates will appear there in the form of cubes. Hover over a selected template to see more information – and click the blue Learn More button:

You’ll see a new window where you can test the flow (as it will appear in your chat widget) by clicking the Try It button, or customize (and then activate) it by clicking the blue Use Template button.

When you select Use Template , you’ll see some basic options to change the template to your preference, such as by tailoring the most important messages to the flow:

You can also enter advanced customization mode by clicking the Advanced Edit option at the bottom; this will take you to the flow editor, where you can change every precise detail of your new flow.

Click on each of the links you see on the edit maps, and change the texts to your preference:

Remember to click Run when you’re done to make sure your changes are saved and your new flow is activated.

Checking flows you added

To test the flow you’ve already added – go to the Flows section and open the My Flows list. Click the three-dot menu on the right and select Try it (which will also take you there from the editor):

You’ll see a new window open with a preview of your widget and the flow (which will be delivered immediately). Your site visitors will see the widget and flow in the same general way, so this is a great tool to try out your new flow before making it live on your site.

With flow templates, you can accelerate your workflow more efficiently. Customizing these templates to suit your business needs allows you to deliver personalized and engaging customer experiences. Take advantage of the testing option to ensure seamless integration and optimize your flow performance.

[note_box] Tip: When choosing a flow template, try to think of a specific scenario in your business where it could improve customer communication. For example, if you have an online store, a template that helps answer questions about shipping could save you a lot of time!

Additional resources

To get the most out of your flow templates, here are some additional resources that can help you:

• Video tutorials: There are many video tutorials that guide you on how to best use the flow templates.
• User Community: Join the Tidio user community to share ideas, tips, and best practices.
• Technical Support: If you encounter any problems, Tidio’s support team is available to help you.

Best practices

To ensure your templates are effective, here are some best practices:

1. Customization: Always adapt the templates to your specific needs.
2. Testing: Perform tests on your flows to make sure they are working properly.
3. Continuous improvement: Collect feedback from your customers and improve your flows based on this information.

summary

Tidio flow templates offer a great solution to streamline communication with your customers. By using pre-made templates, you can save time and improve your customer experience. Don’t forget to check out the different templates and choose the ones that best suit your needs.

Final thoughts

As technology advances, so do your options for improving your communication with your customers. Flow templates are a powerful tool that can elevate your business and make communication more efficient. Take advantage of the tools and resources available to you to get the most out of the platform.

Advanced features

In addition to the basic flow templates, Tidio also offers advanced features that can upgrade your user experience:

• Smart Automation: Flow templates can be customized for smart automation, so they automatically respond to common customer questions.
• Data analytics: You can track the performance of your flows with data analytics, and see which flows are performing best.
• Integration with other tools: Tidio allows integration with other tools like CRM, email, and marketing services, so you can streamline your entire communication process.

Improving the user experience

Improving the user experience is one of the main goals of flow templates. By customizing the templates, you can ensure that your customers get the information they need quickly and efficiently. Here are some tips for improving the user experience:

1. Clear language: Use simple, clear language so that customers understand your messages.
2. Clear instructions: Provide clear instructions on what to do at each stage of the flow.
3. Quick Answers: Make sure your flows provide quick answers to common questions.

Future developments

Tidio plans to add new features and improvements to the flow templates in the future. This includes:

• Additional templates: Adding new templates to suit different business needs.
• Automation improvements: Developing smarter automation that will improve the customer experience.
• Support for additional languages: Expanding support for additional languages ​​to serve customers from different sectors.

Last words

Tidio flow templates are a powerful tool that can upgrade your communication with customers. By using pre-made templates, you can save time and improve your customer experience. Don’t forget to check out the different templates and choose the ones that best suit your needs.