Guide · Intake Bots
Agent blocks
An agent block is a part of the conversation the AI leads. It answers the person's questions from the information you give it, or works toward a goal with questions of its own.
An agent block is a part of the conversation the AI leads. Instead of asking a fixed question, it talks with the person. When it's done, the bot carries on with whatever comes next.
1. Add the block
Open your FlowApp, go to “Intake Bots” and pick the bot. Between two questions, tap the + button and choose “Agent block”. In “Choose an Agent Block type”, pick one:
- “Advisor”: answers the person's questions from the information you attach. For example, a clinic answering questions about opening hours, services and payment options.
- “Autonomous”: works toward a goal you write and asks its own questions to get there. Start from a ready-made profile or with “Start blank”.
2. Write the objective
In “Objective”, say in a sentence or two what the agent helps with. For example, a carpentry shop: Answer questions about wood types, finishes and lead times before the customer asks for a quote. The button next to “Objective” lets you insert earlier answers.
3. Give it something to answer from
Under “Sources”, tap “Add source”:
- “Document”: you write the text right there. A new “Advisor” comes with an empty one ready to fill in.
- “Knowledge document” or “Knowledge collection”: uses what you've published in “Knowledge”, in the side menu.
- “Decision table”: the agent reads the rows of one of your tables. Pick the table and only the columns it needs.
An “Advisor” with no sources will always say it doesn't have the information. If it's missing one, the editor flags it under “Review”.
4. Fine-tune it for its type
On an “Advisor”, “Exit button label” changes the link the person always has to carry on with the rest of the conversation. Leave it empty to use the default.
On an “Autonomous” block:
- “Outcomes” are the values the agent can finish with. Conditions on whatever comes next can read them.
- Under “Extra questions”, “Explore relevant context” lets the agent ask extra questions when they help with the objective.
- At the top you see whether it has an “Objective”, “Sources” and “Outcomes”. Once it does, it says “Ready to test”.
Both types have “Show this block when...”, so the agent only shows up for the people it helps. See Conditional questions.
Credits
Each time the agent replies it uses your workspace's credits. Under “Advanced”, “Max turns” limits how long the conversation with the agent runs, and “Credit budget” caps the credits it uses per conversation. See Plans and credits.
If your plan doesn't include them
If your trial ends and your workspace moves to a plan without agent blocks, or you install a FlowApp that has them on a plan that doesn't include them, the blocks aren't deleted: they're marked “Asleep”. The conversation goes right past them and carries on. When you move to the Business plan, they wake up on their own.
Frequently asked questions
- Which plan do I need?
- Agent blocks come with the Business plan. You also get them during the 14-day trial.
- Do they use credits?
- Yes. Each time the agent replies it uses credits. Under “Advanced”, “Credit budget” caps what it can use per conversation.
- What happens if my plan no longer includes them?
- Nothing is deleted. They fall asleep and the conversation goes right past them. When you're back on the Business plan, they wake up on their own.