Message Flow Designer Overview

Yeastar Message Flow Designer enables you to easily build intelligent and customizable message routes to automatically perform time-condition routing, auto-replies, database lookups, and more.

Requirements

Item Requirement
Firmware 83.24.0.122 or later
Plan Ultimate Plan

Limitations

  • Maximum number of message flows: 200
  • Maximum number of components and branches per message flow: 300
  • Maximum number of steps per message flow: 50

Message flow creation methods

Creation Method Description
Create Message Flow by Template Yeastar P-Series Software Edition provides built-in templates that cover common use cases. You can use a ready-made template to build a custom message flow.

For more information, see Set up a Message Flow from Template.

Create Message Flow from Scratch Build a message flow from the ground up, with full control over each component to meet your business needs.

For more information, see Set up a Message Flow from Scratch.

Create Message Flow from Existing Flow Build a message flow by starting from an existing one - either by cloning a message flow or importing a JSON file, and making modifications to fit your needs.

For more information, see Set up a Message Flow from Existing Flow.

Supported components

Component Description
Session Start

Session Start component is the entry point of a message flow. This component is uneditable.

Send Message Send Message component enables the system to automatically send messages to customers.

For more information, see Send Message.

Send WhatsApp Template Message Send WhatsApp Template Message component enables the system to automatically send messages to customers using specified WhatsApp message templates.
Important: This component is available only when the message flow is only applicable to WhatsApp channel type.

For more information, see Send WhatsApp Template Message.

Wait for Reply Wait for Reply component allows you to set the reply timeout and route the message session depending on whether a reply is received.

For more information, see Wait for Reply.

Menu Menu component allows you to present the customer with a set of menu options, and route the message session based on the value that they reply.

For more information, see Menu.

Business Hours

Business Hours component allows you to route the message session to different destinations based on the time of day.

For more information, see Business Hours.

Wait Wait component enables the system to automatically route the message session to the connected component upon reply timeout.

For more information, see Wait.

Condition Condition component allows routing the message session based on logical expressions.

For more information, see Condition.

Loop Loop component allows a group of components to be executed repeatedly based on the loop strategy.

For more information, see Loop.

Internal Data Ops Internal Data Ops component allows you to query data from PBX-native database.
For more information, see the following topics:
Email Sender Email Sender component enables the system to automatically send emails to a recipient via configured email server and record the send logs, enabling real-time notifications.

For more information, see Email Sender.

Database Access Database Access component allows you to interact with database during a message flow. You can execute SQL operations to retrieve or update data as needed.

For more information, see Database Access.

HTTP Request HTTP Request component allows you to send HTTP requests to external web servers, enabling data exchange with third-party services.

For more information, see HTTP Request.

Transfer

Transfer component allows you to transfer the message session to a specific destination to terminate the current message flow.

For more information, see Transfer.

Close Close component enables the system to automatically disconnect the message session to terminate the current message flow.

For more information, see Close.

Message flow logs

All message sessions handled by the flow are recorded in External Chat Logs (Path: Report and Recordings > External Chat Logs > External Chat Logs).