FlowBuilder Steps Glossary
Mar 30, 2023
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 an internal note to an Inbox ticket
*Requires Inbox
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.
📤 Feel free to contact our Support in case you might need some help!