Skip to main content
Once your Email Agent is configured, you can build dynamic, multi-step campaigns using the Visual Workflow Builder. Flowiz allows you to map out initial emails, handle different types of replies, and trigger automatic follow-ups.

​
1. Accessing the Workflow Builder

To start building, navigate to your campaign and find the My Automation Flow card. Click the Edit Icon on the workflow button. Workflow Card Light This will open the visual workflow canvas where you can see the entire journey of your leads from start to finish. Email canvas

​
2. Configuring the Initial Email

To customize the first email your leads receive, click the Edit Icon on the very first Email node. A “Configure Email” sidebar will slide open from the right side of your screen. Initial Email Config Light Here, you can personalize the message using Dynamic Variables:
  1. Click the Add Variable button or simply type @ inside the prompt box.
  2. A dropdown will appear allowing you to select data points like @firstName or @company to ensure every email is highly personalized.
  3. Click Save email when you are done modifying your prompt.

​
3. Managing Responses (Intent Branches)

At the bottom of the configuration sidebar, you will find the Intent section. This is where you define exactly how the AI should categorize and route incoming replies. The workflow automatically branches based on the lead’s response:
  • If the user responds positively, they are routed down one path (e.g., to book a meeting).
  • If the user responds negatively, they are routed down another path (e.g., to politely close the loop).
  • Note: You can also create custom intents based on your own specific campaign conditions.
Just like the initial email setup, you can click the Edit Icon on these positive or negative response nodes to modify the AI’s response. This allows you to tailor the conversation perfectly—driving the sale forward if the user responds positively, or gracefully exiting the conversation if the user responds negatively.

​
4. Automated Follow-Up Sequences

If a target lead does not reply to your initial email, the workflow routes them down the Follow-up path automatically. Click the Edit icon on a Follow-up node to configure it. Email Follow-up Config Light By default, the workflow is built to wait 24 hours before sending the first follow-up. If the user still does not reply, it will wait 48 hours before sending a second follow-up. Full Customization: You are completely in control. Based on your requirements, you can modify these delay times, add or remove nodes entirely, update the messaging, and use dynamic variables here as well (like inserting @location) to make the follow-up feel natural and highly relevant.

​
5. Saving Your Workflow

After you have configured your initial emails, adjusted your intent branches, and customized your follow-up delays, it is time to save your progress.
  1. Save Individual Nodes: First, make sure you save any specific node you are editing. Click the Save email button at the bottom of the sidebar for email nodes, or the Save button for follow-up nodes.
  2. Save Progress (Stay on Page): While building your flow, you can periodically click the Save button located at the bottom middle of the canvas. This secures your entire workflow progress without leaving the builder.
  3. Save & Exit: Once your entire workflow looks perfect, navigate to the top right of the screen and click Save & Back.
Clicking Save & Back will securely save your complete automation flow and return you to your main campaign dashboard.