Creating and managing flows

A Flow is your complete system for one offer: traffic, Sales Agent conversations, funnel steps, nurture, and reporting.

Creating a new flow

Step 1: Go to flows

Open Flows from the sidebar and click Create Flow.

Step 2: Pick the first offer

Choose the first offer your Sales Agent will present:

• Free Consultation Funnel
• Paid Consultation Funnel
• Low-Ticket Funnel
• Webinar / Workshop Funnel
• Trial Funnel
• Book Funnel
• Demo / VSL Funnel
• Community Funnel

Step 3: Add offer details

Add the link or details your funnel needs: booking link, webinar registration, trial page, book page, or community link.

Step 4: Build the flow

The builder has three columns:

• Traffic Agents - LinkedIn or Instagram
• Conversion Agents - the funnel for your first offer
• Nurture Agents - email follow-up

Step 5: Review each tab

Open the Flow and check:

• Traffic Agents - content, promo, and people (sales conversation settings live inside the matching Conversion Agent)
• Conversion Agents - first offer, checkout or booking, upsells, downsells, thank-you
• Nurture Agents - email follow-up

A separate Analytics view (not a tab) shows performance once activity starts.

Step 6: Launch the flow

Click Launch. Agents ramp up gradually so your connected accounts stay safe and activity looks natural.

Managing existing flows

Flows list page

Navigate to /flows to see:

• All Flows
• Flow name, status, creation date
• Lead count per Flow
• Quick actions

Flow actions

• View Details - Opens Flow detail page
• Edit - Modify Flow settings
• Launch / Pause - Start or stop all agents in that Flow
• Delete - Permanently remove Flow (loses all data!)

Flow detail page

URL: /flow/[FLOW_ID]

Tabs:

1. Traffic agents tab

• LinkedIn and Instagram agent cards
• Content, promo, sales, and people controls
• Sales Agent settings and conversation controls
• Live activity for prospecting

2. Conversion agents tab

• View and edit the funnel for the first offer
• Configure checkout or booking
• Add upsells, downsells, and thank-you steps

3. Nurture agents tab

• Email sequence overview
• Email templates
• Open rates and click rates
• Edit email content and timing

4. Data & analytics tab

• Flow performance
• Traffic sources breakdown
• Lead and conversion metrics
• Email engagement
• Sales Agent activity

Scaling your flows

Running multiple flows

• Distinct Audiences or Offers: Create separate Flows for different market segments or products
• Avoid Overlap: System prevents same contact from being in multiple Flows simultaneously
• Stagger Launches: Deploy one new Flow at a time, monitor for 1-2 weeks, then launch next

Optimizing conversions

• Improve the first offer: Clearer offer details make the Sales Agent sharper
• Review conversations: Learn what leads actually care about
• Refine Your Offers: Adjust based on what people actually respond to
• Quality Over Quantity: Focus on leads who become paying clients

Remember: One well-optimized Flow is better than five mediocre ones. Start with one, perfect it, then scale.