Flows & forms

Guide your customers, collect details in chat

Conversation flows guide customers through choices, such as service type, then branch, then time slot. Chat forms collect details like name, needs, and preferred time right inside the conversation and save them to the contact.

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Plan: Pro
In the dashboard: Automisasi › Alur Percakapan / Formulir Chat (Automation › Conversation flows / Chat forms)
Group: AI & Automation

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Illustration with sample data

What it is

Conversation flows & forms

No-code tools that guide customers step by step, collect structured answers right in the chat, then follow up automatically.

Who it's for

Service businesses that need details before offering a time slot
Training centers taking registrations from prospective students
Sales teams that want to qualify prospects
Businesses that want clean customer data from the very first chat

What you get

Conversation flows & forms in Conex Bisnis

Branching flows

Build steps and choices without code.

Chat forms

Ask for details one at a time inside the chat.

Saved to contacts

Form data fills in the customer profile.

Hand off to staff

When a flow ends, the chat can be handed to your staff.

Bot order

Forms and flows are checked before keywords and AI answers.

Test in the test panel

Try the flow like a customer before turning it on.

How it works

Step by step in the dashboard

Menu names match business.conex.chat (in Indonesian).

1
Choose the type
In Automisasi (Automation), open the Alur (Flows) tab for branching conversations, or the Formulir (Forms) tab for a list of questions in order.
2
Set the trigger
Flows start from a keyword, a button, or the customer's first message. Forms start from a keyword.
3
Build the steps
Combine messages, choice buttons, questions, conditions, and pauses. Conditions can read answers, labels, or business hours.
4
Add actions
Add a label, assign to staff or a team, create a deal in the pipeline, hand off to AI, or hand off to staff.
5
Save the answers
Map answers to contact fields, then set a thank-you message and an answer summary for the customer.
6
Test & turn it on
Try it in the test panel, turn it on for the channels you choose, then track incoming responses.

Key settings

Question types: Text, number, choice, date, or photo, with required flags and value limits.
Save to field: Answers fill contact fields, such as date of birth or last service date.
Form actions: Add a label, create a deal, send the customer an answer summary, and notify staff or a team.
Channels: Flows can be limited to specific channels.
Opening & closing messages: Forms have their own opening message and thank-you message.

Limits & rules

Plan: Conversation flows and chat forms are Pro only.
Flow size: Up to 200 steps, 8 levels of branching, and 12 branches per step.
Forms: Up to 30 questions per form, with at most 12 choices per question.
Pauses: A pause step can last up to 7 days.

Use cases

Used across many businesses

Education & courses

A "Daftar kelas" (Class sign-up) form asks for name, age, program, and preferred schedule, then adds a "Calon siswa" (Prospective student) label and notifies the admissions team.

Education & course solutions

Home services

The flow asks for the type of job, requests a photo of the damage, then hands the chat to the technician team.

Home services solutions

Property

A qualifying flow asks about budget and preferred location, then creates a deal in the first pipeline stage for sales.

Property solutions

Integration with other features

Works together with other features

Contacts & segmentsAnswers saved to contact fields can be used as segment conditions.Sales pipelineA "create deal" step or action puts the prospect into a pipeline stage.AI bot & knowledgeFlows and forms run before AI answers and can hand the conversation to AI.Opt-in broadcastsFields like date of birth or last service become the basis for recurring messages in Broadcast.

Problems it solves

This feature helps when…

Messy customer data

Contacts are scattered across phones, notebooks, and spreadsheets, with lots of duplicates.

See how to fix it

Customers leave after business hours

Night-time questions get answered the next day, after the customer has already bought elsewhere.

See how to fix it

FAQ

Conversation flows & forms FAQ

Do I need technical skills?

No. Flows and forms are built visually in the Automisasi (Automation) menu.

Is it available on the Free plan?

No. Conversation flows and chat forms are on the Pro plan.

Where is form data saved?

To the form response list and, if you set it up, to customer contact fields, so it can be used for segments and follow-ups.

What's the difference between a flow and a form?

A flow can branch based on the customer's choices and run actions. A form asks a list of questions in order and saves the answers.

Can I ask customers to send a photo?

Yes. Choose the photo question type in a flow or form.

Can form responses be downloaded?

Yes. The form response list can be exported to CSV and opened in Excel or Google Sheets.

Related features & solutions

FreePro

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