How to Build a 24/7 Automated Onboarding Flow in 15 Minutes
The first 5 minutes of a user’s experience determine your churn rate. A successful onboarding flow shouldn’t be a static tour; it should be an interactive conversation.
Using Dexra’s Flow Builder, you can create a logic-based path that adapts to user input.
Watch: How to Build Your First Automated Flow
02:15The 3-Step Flow Builder Process
Step 1: Define the Entry Trigger
In the Dexra Dashboard, create a new Flow and set the trigger to 'Event: First Visit' or 'Widget: Opened'. You can also use the JS API for specific URLs.
Step 2: Logic Branching
Use Quick Reply Buttons to segment users immediately. For example: 'New User', 'Migrating Data', or 'Talk to Sales'.
Step 3: Enable AI Fallback
Enable AI Intelligence so Dexra can scan your Knowledge Base to answer unexpected questions. If confidence is low, hand over to support.
Pro Tip: The “Human-Handover” Trigger
Set a condition in your flow: If User Sentiment = “Frustrated” OR User clicks “I’m stuck”, immediately notify your team on Slack. This ensures that while the bot handles the routine, a human is always ready to save a high-value lead.
👉 Open the Flow Builder and launch your automated concierge.