Objective
This training artile the steps to create, manage, and analyze flows within the Nedzo AI platform, ensuring efficient automation of pre, during, and post-call actions.
Key Steps
Accessing the Flow Section 0:12
Navigate to the top bar of the NetZo AI interface.
Click on the 'Flow' section to access flow management.
Understanding Flow Features 0:30
Note that the 'Flows' feature is available for Agency plans and above.
Familiarize yourself with the following sections:
Runs: Analyze every instance a flow was executed.
Issues: Identify and address any errors or failures in flows.
Creating Folders for Organization 1:32
In the left section, create folders to organize your flows.
Name the folder appropriately for easy identification.
Move flows into specific folders to maintain organization.
Searching and Filtering Flows 2:05
Use the search bar to quickly find flows by name.
Filter flows by status (enabled/disabled) or by connection type.
Creating a New Flow 2:38
Click on the arrow next to the 'Create' button.
Choose to either:
Create from Scratch: Build a flow from the ground up.
Use a Template: Select a pre-built template for quick setup.
Understanding Flow Functionality 3:28
Recognize that flows can automate tasks similar to tools like Zapier or Make.com.
Flows can connect NetZo with various tools (CRMs, invoicing systems, etc.) and handle dynamic information.
Next Steps 4:43
Prepare to learn how to build a flow from scratch in the next video.
Cautionary Notes
Ensure you have the appropriate plan (Agency or above) to access flow features.
Regularly check the 'Issues' section to maintain flow efficiency and address errors promptly.
Tips for Efficiency
Organize flows into folders based on their purpose or project for easier management.
Utilize templates to save time when creating new flows.
Regularly review flow runs to optimize performance and identify areas for improvement.