Flow Blocks

For a duration: Set an interval and choose Seconds, Minutes, Hours, or Days.

Until a specific date: Set the date and time when the contact should continue.

Until a day of week: Choose a weekday and optional time.

Until a day of month: Choose a calendar day and optional time.

Until the Nth weekday of the month: Choose the week, weekday, and optional time.

• Required: Name, Integration, From Phone, and Template.
• Some Integrations display additional fields after selection.

• Required: Name, Integration, From Email, and Template.
• If there is an upstream email block, you can optionally set Reply to Block to continue the same thread.
• Email and Text Message blocks also support tracking overrides at the block level.

• Required: Name and at least one configured branch.
• For an event rule, choose an earlier Email or Text Message block under Source block, then select the Event and Operator.
• Event rules for email can evaluate Opened, Clicked, Delivered, Spam Report, Bounced, Deferred, Unsubscribed, Replied, and Sentiment. Text-message rules support Delivered, Replied, and Sentiment. Opened and Clicked appear only when the selected email block has the corresponding tracking enabled.
• Data rules can evaluate contact or enrollment custom fields, tags, whether a contact has an email address or phone number, and email or SMS opt-in status.
• Combine rules within a branch with AND or OR logic.
• Available operators depend on the selected field type. For example, text, number, date, tag, and consent rules each use their own matching options.
• Contacts that do not match a branch continue through the Else path.

• Required: Name and at least two Variants.
• Each Variant has a label and a percentage.
• You can add, remove, and reorder variants.
• Percentages must add up to 100 before the block saves successfully.

• Required: Name and Mode. Flow Enroll also requires a Target Flow; Webhook requires a URL.
• Flow Enroll mode lets you choose a Target Flow and optionally Skip if contact already enrolled in target flow.
• Webhook mode lets you set the URL, HTTP Method, optional headers, optional JSON body template, authentication, timeout, and fail-on-error behavior.
• Authentication options are None, Bearer Token, Basic Auth, and API Key Header.
• HTTP method options are GET, POST, PUT, and PATCH.
• Webhook requests support template variables, including contact and enrollment values.

Write & Send Response

• Enter the generated-message instructions under Message, then select a Sending Integration and either From Email or From Phone.
• For email, Subject and Reply in thread (optional) are optional.
• For either AI mode, you can choose Model (optional), set Max Tokens (optional), or turn on Fail enrollment if the AI call errors.

Analyze Response

Use Analyze Response to extract structured information from text without sending a message.

1. Under Mode, select Analyze Response.
2. Select an AI Integration. You can also choose Model (optional), set Max Tokens (optional), or turn on Fail enrollment if the AI call errors.
3. Under Input, choose the Text to analyze:
   • Latest reply from the contact
   • Conversation so far
   • A custom field
   • Rendered template
4. Complete the field shown for the selected source:
   • For Conversation so far, set Messages to include. Drip Drop includes the selected number of recent messages in oldest-first order, up to 20.
   • For A custom field, choose the Field to read.
   • For Rendered template, enter the Input Text Template.
5. Under Results, enter a Results Key. This identifies the block’s results for later templates and Conditional blocks.
6. Under What to extract, select Add Output for each value you want the AI to return:
   • Enter a Label and Key.
   • Choose a Type: Text, Long Text, Integer, Decimal, Yes / No, Date, Date & Time, Email, URL, or Single Choice.
   • For Single Choice, add the allowed Choices.
   • Optionally complete Instructions (optional) or select Save to custom field.
7. Optionally use Refine Instructions (optional) to provide instructions that apply to the entire extraction.
8. Under Try it out, paste Sample text, then select Run Test. The test displays the extracted values without saving them.

Use analysis results

• In a message template, insert {{ ai.<results_key>.<output_key> }}. Replace <results_key> with the block’s Results Key and <output_key> with the output’s Key.
• In a downstream Conditional block, add an AI Analysis condition. Select the upstream AI block, choose its Output, select an Operator, and enter a comparison value when required.
• AI Analysis is available only when an upstream AI block uses Analyze Response and defines at least one output.

• Required: Name, Channel, at least one Recipient, an Integration, a Template, and either From Email or From Phone.
• For Email, choose an active email Integration, an active email Template, and a From Email sender.
• For SMS, choose an active text-message Integration, an active text-message Template, and a From Phone sender.
• Enter an email address or phone number, then press Enter or type a comma to add it to the Recipients list.
• Review Flow History if a recipient does not receive the notification. A delivery problem for one recipient does not automatically mean every recipient failed.

Pause: Name. Other required fields depend on the selected pause type.

Text Message: Name, Integration, From Phone, and an active Template.

Email: Name, Integration, From Email, and an active Template.

Conditional: Name and at least one configured branch. Event rules also require a Source block.

A/B Split: Name and at least two labeled variants. Each variant must have a percentage greater than 0, and all percentages must total 100%.

Connection: Name and Mode. Flow Enroll also requires a Target Flow. Webhook requires a URL.

AI: Write & Send Response: Name, an active AI Integration, a Message, a Sending Integration, and either From Email or From Phone.

AI: Analyze Response: Name, an active AI Integration, a Text to analyze source, a Results Key, and at least one output with a Label, Key, and Type.

Notify: Name, Channel, at least one Recipient, an Integration, a Template, and either From Email or From Phone.

End: Name.