Automations: build a simple flow

The guided agents cover the common jobs. For anything else, build a custom agent: a flow that starts on a trigger, such as a reply arriving or a lead changing status, and runs the steps you lay out, such as adding a label, moving someone to a list, waiting a day, or sending a webhook. You draw it on a canvas, test it on one record, and switch it on.

Before you start

• An idea of the trigger and the two or three steps you want
• About 8 minutes

Start a flow

Step 1: Open Create agent and choose Build custom

• Open Cipher Agents in the left menu and click Create agent.
• Click Build custom at the top of the catalogue. A blank canvas opens with the agent in Draft.

Step 2: Name it and add the trigger

• Click the name at the top left and type what the flow does, such as Label hot replies.
• Click Add a Trigger in the middle of the canvas and pick what starts the flow: a reply arrives, a lead changes status, a booking is made, a schedule.

Step 3: Add the steps

• Click the plus button at the top right of the canvas, pick a category, then a node. It drops on the canvas; drag between the dots to connect it to the step before.
• A condition node splits the flow into true and false branches. A wait node pauses it for the time you set.
• Click a node to set it up on the right.

Step 4: Or let Ask AI build it

• Click Ask AI, describe the flow in a sentence, and it lays out the trigger and the steps for you to adjust. This uses credits.

Test it and switch it on

Step 5: Run a test

• Click Run Test. The flow runs once on a sample record and each node shows what it did, so you can see a wrong branch before anything real goes through it.

Step 6: Publish and switch it on

• Click Publish to save the version that runs. Then use the switch next to it to turn the flow On.
• It now runs every time the trigger fires. Its runs are listed under the agent on Cipher Agents, and anything it prepares that needs you shows under approvals.

Troubleshooting