Automation

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Automation flows list

This is where you’ll see all your existing automation flows. For each flow, you can quickly view:

• Trigger type
• Last run time
• Total executions
• Number of completions
• Current status (on/off)

To view or edit a flow in detail, simply click on it. Creating a New Flow There are three ways to create a new automation flow:

1. Create manually: Click the Create flow button in the header to start from scratch.
2. Use a template: Click Browse templates to choose from hundreds of ready-made flows.
3. AI-generated flow: Write a prompt describing what you want (e.g., “Send a greeting when a customer visits the website”) and click Generate to let AI build it for you.

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Automation flow templates

With Flow Templates, you can launch ready-made flows in seconds. Browse the templates from the left panel, select a flow to preview on the right, and click Apply if it suits your needs. You can still edit all flow details afterward. Use the search bar to find templates by keywords related to triggers, conditions, or message content.

If no results appear, try using shorter or more general keywords.

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Flow settings

Each flow has a name and description, which help you stay organized.

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Generate flow (AI)

You can describe what you’d like your automation to do, and click Generate flow. AI will build a complete draft of the flow and show you a preview.

• Click Apply this flow to activate the generated version.
• Not happy? Rewrite your description and click Generate again.
• Or click Cancel to return to your existing flow without changes.

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Edit trigger

The Trigger is the starting condition that activates your flow. Click the Trigger step to edit it. The trigger settings will appear on the right. Triggers fall into three categories:

• Customer Activities: Triggers based on user behavior (e.g., visits website, adds product to cart).
• Admin Activities: Actions taken by you or your system (e.g., campaign starts, product added).
• Scheduled Time: Time-based triggers like a specific hour of the day, day of the week/month/year.

Examples:

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Add a new step

A Step is an action or logic block within a flow. To add a new step, hover between existing steps and click the + icon. There are three types of steps:

1. Wait: Adds a delay between steps (e.g., wait 30 seconds).
2. Check if: A condition step used to create branches based on logic (e.g., is this a returning visitor?).
3. Do this: The action to perform (e.g., send a message).

To delete a step, click the trash icon in the top right corner of the step box.

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Wait step

The Wait step defines a pause before continuing to the next action. Choose the time unit (seconds, minutes, hours) and enter the desired delay.

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Check if step

The Check if step evaluates a condition to determine the next path. Condition types include:

1. Triggered object attributes: e.g., “3 days before campaign ends”
2. Customer attributes: e.g., gender, location, customer segment
3. Time-based conditions: e.g., specific hour, day, or date

Examples:

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Send message step

Use the Send message step to deliver a message to the customer. You can:

• Write a text message
• Attach product links, discount codes, images, or emojis
• Use AI-generated message by entering a prompt and letting NeoPal craft the content for you

Message examples:

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Activate or pause flow

Once your flow is complete, turn it on by clicking the Activate Flow button. To pause the flow, use the Turn off Flow toggle in the header bar.

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Flow runs

To view flow performance, go to the Flow Runs tab (visible only after the flow has been activated at least once). You’ll see key metrics such as:

• Total runs
• Completion count

Click any individual run to see detailed results:

• Start: When the flow started
• Completed: When the flow finished
• Contact: Who triggered the flow
• Conversation: Which conversation was active during the run
• Seen: Whether the message was viewed
• Click: Whether the CTA was clicked
• Place order: Whether the customer placed an order