From zero to a pipeline that receives leads and moves them itself
By the end of this guide you’ll have an active pipeline, with stages, a doorway connected to
your conversations, and at least one automatic transition.
Go to CRM → Salesflow and create a new pipeline. Give it a Pipeline name and a
Description.
The description isn’t decorative: if you later enable the orchestrator, the AI reads it
as context for its decisions. Describe the actual sales process — don’t just write
“sales pipeline”.
You can also start from a template instead of a blank slate.
Define the stages
Switch to the Flow view and use Add Stage in the toolbar.A good starting point is four or five stages that reflect real decisions in your process,
not internal tasks. For example: New → Contacted → Qualified → Proposal →
Closed.The last one should be type Final, with Outcome typeWon or Lost. It’s common
to have two final stages: one won and one lost.
Stages
The three stage types and what each one does.
The pipeline stages in Flow view, not yet connected
Open the doorway
Without an input node, the pipeline only fills by hand.Click Add Input Node, choose the Source type (for example WhatsApp Chat), and
drag from the node to a stage to connect it. An unconnected node shows as Not
connected and does nothing.Then configure it: Entry conditions (which agents, which tags, at what moment) and
Target stage.
If you leave the conditions empty, everyone enters. If you fill them in and nothing
matches, nobody enters and you’ll see no error — the non-match is silent. Review them
carefully.
Input nodes
The five sources and all their filters.
Connect stages with transitions
Drag from the edge of one stage to another to create a transition. Configure Transition
opens, where you pick the Trigger type:
Manual — only a person moves the card.
Static — exact rules about the call or chat outcome.
Orchestrator — the AI decides, based on a prompt you write.
Start with static transitions wherever you have clear criteria: they’re free, instant,
and predictable.
Transitions
The three types, priority, and strict mode.
Activate the pipeline
Change the pipeline Status to Active.
While the pipeline isn’t active, input nodes and idle timers won’t run. The status pill is
the only in-product signal — there’s no banner warning you.
Check that people are entering
Generate a real conversation that matches your input node’s conditions — for example, write
to your WhatsApp agent and resolve the session.Chat and call entry happens when the conversation ends, and processing runs every
minute, so the card can take up to ~1 minute to appear. Client entry is scanned every
2 minutes.If it doesn’t show up, check the Processing History and the
troubleshooting page.
