How it Works Features 250+ Personas Flow Engine Smart Forms Multi-Agent Pricing Book a Demo
Workflow Automation

A Full Flow Engine
Inside the Chat

Build multi-step automated workflows that run inside the conversation — conditional branching, dynamic forms, persona handoffs, API calls, and webhook triggers. No Zapier needed. No code required.

Conditional branching Dynamic forms at any node Webhook on completion Persona handoffs Live API calls No code required
Book a Demo → See Live Bot ↗
Live Flow — Marina Booking Workflow
Visitor says "book berth"
Has visitor booked before?
YES →
Load memory & greet
NO →
Show booking form
POST to marina CRM
Confirm & close
How flows work

Built in 4 Steps.
Running in Minutes.

No developer needed. The flow builder is a no-code visual tool in your BotMaster admin panel.

01
Set a Trigger
Write the trigger in plain English: "when the user wants to book a berth" or "when the visitor says they want a quote". The AI recognises intent and starts the flow.
02
Add Nodes
Chain message nodes, condition branches, dynamic form nodes, persona handoff nodes, and API call nodes. Each node connects to the next with simple visual connectors.
03
Attach Forms & Webhooks
Any node can trigger a dynamic form inline inside the chat. On submission — or on flow completion — NIVA fires a webhook with the full data payload to any endpoint.
04
Activate & Monitor
Toggle the flow live. The bot runs it automatically whenever the trigger is matched. Monitor completions, drop-off rates, and webhook delivery in the admin panel.
Node types

Six Building Blocks.
Infinite Flows.

Every flow is built from six node types. Mix and match to build any automation your business needs.

Trigger Node
Flow Start Trigger
Defines the condition that starts the flow. Write in plain English — the AI evaluates every message against active triggers and fires the matching flow.
Condition Node
Branch on Any Condition
Fork the flow based on form input, session data, persona, visitor history, or an LLM evaluation of the conversation. Yes/No branching with unlimited depth.
Form Node
Dynamic Form Inline
Attach a form to any node. When the flow reaches it, the form appears inline in the chat widget. Field values flow into the next node automatically.
Persona Handoff
Route to Any Agent
Hand off the conversation to a different persona mid-flow. From Onboarding to Sales, from Support to Billing — seamless, invisible to the visitor.
API Call Node
Live API Call Mid-Flow
Call any REST endpoint mid-conversation. The response data is available in the next node — use it to branch, populate a message, or check availability.
Webhook Node
Fire & Forget Webhook
Fire a POST request with full flow payload to your CRM, Zapier, Make, Slack, or any HTTP endpoint — at flow completion or any intermediate node.
Use cases

Real Flows,
Real Businesses

These are production flows running in NIVA bots today — across different industries, built without code.

⚓
Marina Berth Booking
From "I want to book" to confirmed booking — collected in the chat, pushed to the marina management system.
1
Trigger: "book a berth"
2
Check: returning visitor? Load memory
3
Form: vessel details + dates
4
Webhook → marina CRM
5
Confirm message with reference
🏢
Lead Qualification (SaaS)
Qualify inbound visitors against ICP criteria, collect contact details, and route to the right sales rep — automatically.
1
Trigger: "pricing" / "demo" intent
2
Questions: company size, use case
3
Branch: ICP match? → hot / cold
4
Form: name + email + phone
5
Webhook → CRM + Slack alert
🏥
Patient Appointment Intake
Collect patient symptoms, insurance, and preferred time — then push to the booking system without staff involvement.
1
Trigger: "book appointment"
2
Form: symptom + urgency
3
Branch: urgent? → call prompt
4
Form: insurance + date preference
5
Webhook → booking system API
🚛
Freight Quote Generation
Collect cargo details inline, call the freight rate API, and deliver a live quote — all inside the chat widget.
1
Trigger: "freight quote"
2
Form: origin, destination, weight
3
API call → freight rate engine
4
Deliver quote in message
5
Webhook → CRM opportunity
🏘️
Property Viewing Request
From property interest to booked viewing — captured inline, routed to the agent's calendar without a phone call.
1
Trigger: "viewing" / "visit"
2
Form: name + phone + date pref
3
Branch: by area → route to agent
4
Webhook → agent calendar API
5
Confirm with reference
👥
HR Onboarding Flow
Guide new hires through day-one tasks, collect paperwork acknowledgements, and notify HR of completion automatically.
1
Trigger: new hire session start
2
Guide through welcome steps
3
Form: policy acknowledgement
4
Handoff to IT persona
5
Webhook → HRIS completion log
Webhook Integration

Every Flow Completion
Fires to Your Systems

Configure a webhook on any flow or individual form. The moment a visitor completes the flow, NIVA fires a POST with the full session payload — form data, visitor ID, bot name, and timestamp — to your endpoint.

Zapier Make.com Slack Any CRM REST API n8n SAP
1
Flow reaches completion node
All nodes executed, form responses collected, API calls returned.
2
NIVA fires the webhook
POST to your configured URL in under 1 second.
POST → your-crm.com/api/bookings
3
Full payload delivered
Flow name, bot name, session ID, visitor ID, timestamp, all form values, and API call results.
{"flow":"Booking","session":"abc123","data":{...}}
4
Your system takes over
Create a CRM deal, send a Slack alert, book a calendar slot, or trigger any downstream automation.

Ready to Build Your First Flow?

Book a demo and we'll build a real workflow for your business — live, during the call, no prep needed.

Book a Demo → Contact Us