Let your AI agent hand a step to a flow

The agent chats, a flow does one exact step (verify a phone, a form, a booking), then the agent carries on.

3 min read

An AI agent is great at conversation. A flow is great at doing the same exact steps every time. Use both: the agent stays in charge and passes one step to a flow when the customer is ready for it.

How it works

  1. 1The agent chats with the customer as usual.
  2. 2When the customer is ready for the step, the agent says one line (for example "I'll send you a quick code") and the flow takes over.
  3. 3While the flow runs, it owns the conversation: the agent stays quiet.
  4. 4When the flow ends, the agent picks the conversation back up and already knows what the flow collected, so it never asks again.

Set it up

  1. 1Build and publish the flow (Flows). Keep it to one job, and end it with a short message.
  2. 2Open your agent, step 3 "What it can do", and find "Hand a step to a flow".
  3. 3Add the flow and write when the agent should hand over, in plain words.
  4. 4Save and publish the agent.

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