Flows
Build automated conversations with Flow triggers, actions, and templates. Collect visitor details, recommend products, and check where visitors leave a flow.
Articles
38 articlesAdd links to flows
You can add clickable links inside your flows, allowing you to transfer your visitors to different URLs.Â
Adding a new Flow
Create a new flow from a template or from scratch, or import an exported flow.
Autoresponder Flow for missed conversations
Send an automatic reply when a new chat remains unassigned.
Collect valuable data and files with the "Send a Form" action
Build a form inside the chat widget with the Send a form flow action: answer types, required fields, saving answers to contact properties and letting visitors upload files.
Coupon Code (flow action)
Send discount codes in your flows with the Send a coupon code action - create Shopify codes without leaving Tidio and see the sales they bring in.
Create a custom filter to send a flow message just once
Label visitors with a custom contact property and check it in your flows, so a message (like a discount code) is sent to each person only once.
Create a Flow in Multiple Languages
Use the Language condition to send visitors different flow messages based on their browser language. You write each message and connect it to the language it belongs to.
Create a Loop in your Flow
Return visitors to an earlier decision in your flow.
Create a ticket from a Flow
Use the Create ticket action to turn a chat into a ticket from your Flow, with its subject, message, transcript and department.
Create an FAQ Flow
Answer your visitors' most frequent questions with an FAQ flow - from a ready-made template or from scratch.
Disable Text Input
Control when visitors can type in the chat during a flow with Disable text input and Enable text input.
Edit your initial message (first flow)
Find, test, edit, pause or delete the first flow added to your project when you signed up.
Flow and Handoff Analytics
Use the flow editor's Analyze mode to see how many visitors reach each step of a flow and where they leave it, over the last 30 days or dates you pick.
Flow editor: Actions
Every action you can add to a Flow, from Send a chat message to Create ticket, Send a coupon code and the Shopify actions, and what each one does.
Flow editor: Conditions
A condition in Tidio is a flow node that checks whether specific visitor criteria are met to choose the next step in the flow.Â
Flow editor: Triggers
How triggers start your Flows, the three trigger groups in the editor, and what each of the 22 triggers does.
Flow Metrics
Read your Flows' metrics: the 30-day summary in My Flows, and each Flow's statistics window with Executed, Engagement, Helpfulness, Conversations and Handoff.
Flow Performance Analytics
See how your flows perform: the four metrics over the last 30 days, the per-step view in Analyze mode, tips to raise engagement and how the monthly flows limit works.
Flow Portals - Start one Flow from another
Link flows with portals or matching quick replies.
Flow Strategies
Pick a ready-made Strategy in the Flows section, customize its flows step by step and activate them all at once.
Flow Templates
You can automate your work even faster by using our flow templates. Ready-to-use templates are available for your adjustment in the Flows section.Â
Flows dedicated for Shopify
The Shopify-only nodes of the flow editor (five actions, the Cart Value condition and the add-to-cart trigger), the Shopify templates and Flow strategies.
Flows in Live Conversations
Launch a prepared flow while chatting with a customer.
Flows: Making an API call (HTTP request)
Send HTTP requests from a flow with the API call action: set up and test the request, save parts of the response, use the Success and Fail paths and download the logs.
Instagram Flows
Use flows on Instagram: the triggers, actions and conditions you can use, how to check which nodes work on Instagram, and the Instagram templates.
My Flows section
Find, filter and sort your flows in My Flows, manage them from the three-dots menu, open their statistics, and clone, export or import them.
Recommend Products (flow action for Shopify)
Show your visitors product recommendations from your Shopify store in a flow with the Recommend products action.
The "Transfer to agent" message
Hand the conversation to your agents when a visitor types instead of clicking a flow's buttons, and adjust the message they see.
The Flows launcher: welcome message, Flow ended message and Flow buttons
Set up the Welcome message and Flow buttons your visitors can click to start a flow, the Flow ended chat message, and where the launcher is turned on.
The Flows section
Find your way around the Flows section: My Flows, Strategies, the Sales, Leads and Support template lists, Welcome to Flows and the Flows launcher.
The Handoff Metric
Find out how often visitors leave your support flows by typing instead of clicking, where to see it (the Handoff tab and Analyze mode) and how to improve the flow.
The Helpfulness Metric
Ask visitors whether a flow message helped them, then read the thumbs up and down per message in the Helpfulness tab of the flow's statistics.
The monthly flow limit
Your flows can reach a set number of unique visitors a month (100 on the Free plan): where to check your Visitors reached, how it's counted and what happens at the limit.
Tracking an Abandoned Cart using Tidio
Track abandoned carts with Tidio - automatically on Shopify, or with a short script on other platforms - and react to them with a flow.
Transfer flows between projects
Export a flow as a JSON file and import it into another Tidio project as a draft.
Trigger a flow by clicking on the chat icon
Start a flow when a visitor clicks your chat icon and edit the closed-widget label.
Troubleshooting Flow and Widget Display
Check widget visibility and test flows in a fresh private browsing session.
Visitor Says (flow trigger)
How the Visitor says trigger starts a Flow when a visitor's message is similar to your phrases, in nine languages, and how to set it up.
