What does FLOWS do?

It turns business rules into automated execution: every event triggers a flow that moves the funnel forward, updates data, and coordinates the team without friction.

FLOW BUILDER

No-Code Visual Builder

Design flows by dragging and dropping blocks, using sales-ready templates without relying on your IT team or any development work.

CONDITIONALS & FLOW CONTROL

Flow Control

IF/ELSE paths, waits, retries, and escalation to operate with discipline without breaking the customer experience.

EVENT & TIME BASED TRIGGERS

Triggers

Activate automations based on business events: new lead, inbound message, stage change, inactivity, appointment date, and more.

INTEGRATIONS & WEBHOOKS

Apps & Webhooks

Connect your stack external CRM, ERP, Sheets, calendars, e-commerce, payments, ticketing, or your own APIs without loose ends.

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AI NODES FOR DECISION MAKING

AI Nodes

Extract data from conversations, detect intent, and recommend the next action to keep the process moving forward with clear judgment.

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LOGS, ALERTS & OBSERVABILITY

Observability

Monitor executions, errors, and performance by flow to audit, optimize, and scale with confidence.

The Problem

Without operational flows, strategy stays at the level of good intentions and execution becomes manual.

Teams end up copying data, forwarding messages, and remembering follow-ups. Execution depends on individual habits, delays pile up, and the consistency that drives conversion breaks down.

The consequences of operating without Flows:

  • Critical processes that depend on someone “remembering” to do them
  • Duplicated data and an outdated CRM
  • Irregular follow-up that cools intent and increases CAC
  • Fragile integrations: tasks scattered across tools and people
  • Zero traceability: you don’t know what ran, when, or why

The BIKY Thesis

Automation isn’t about connecting tools. It’s about turning rules and context into reliable execution.

Flows takes context from the CDP, conversations from SmartChat, and the funnel from the CRM to run end-to-end processes without friction. AI decides and triggers actions; humans step in only when judgment, exceptions, or closing are required.

How we solve the problem:

  • Standardize processes with templates and operational rules by stage and channel
  • Keep data alive: every conversation updates the CDP and CRM without manual entry
  • Ensure follow-up with SLAs: timing, waits, and automatic escalation
  • Connect systems without chaos: integrations and webhooks with control and monitoring
  • Make execution visible: logs and metrics by flow to audit and optimize

How does it work?

Three steps to move from “we want to grow” to measurable execution with production-ready deliverables.


1.

DESIGN

Choose a template or build the flow with blocks: triggers, conditions, actions, and approvals.




2.

CONNECT

Select BIKY modules and your external tools. Map fields and define role-based permissions.




3.

EXECUTE

Activate the flow and let operations run: messaging, assignment, CRM updates, follow-up, and alerts.



FLOWS IN ACTION

Processes that keep moving even when your team is busy.

When processes run on their own, conversion goes up and burnout goes down.

  • Fewer repetitive tasks, more time to sell
  • Zero orphan leads due to missed follow-up
  • Response and continuity outside business hours with clear rules
  • Consistent operations across shifts, teams, and locations
  • Better control: every action leaves evidence and can be audited

Use Cases

  • Inactivity: reactivation sequences by channel with escalation to a human
  • Appointments: confirmations, reminders, rescheduling, and no-show reduction
  • Post-sales: follow-up, CSAT, and lifecycle-based offers
  • Complex sales: handoff with summary, documents, and closing checklist
  • Omnichannel operations: a single flow for web, WhatsApp, forms, and QR
  • Integrations: create tickets, update Sheets, generate tasks, or trigger webhooks

FLOWS IS THE EXECUTION LAYER OF THE SUITE

  • SmartChat triggers events from conversations
  • CDP provides unified identity, consent, and context
  • CRM turns events into stages, opportunities, and activities
  • Outbound runs proactive sequences with contact rules
  • TRUST validates identity and returns actionable status (when applicable)
  • Analytics measures performance by flow, stage, and outcome

Privacy & Operational Control

Clear governance to automate without losing control

  • Control over what the AI executes and what requires human approval
  • Complete execution history by flow and by customer
  • Role- and permission-based access control
  • End-to-end traceability connected to the CDP

FREQUENTLY ASKED QUESTIONS

No. An integration connects systems. Flows governs processes: it triggers actions, decides paths, applies timing, and leaves evidence to sustain the sales operation.

No. It’s designed for sales, operations, and marketing teams. If you want to integrate your own APIs, you can use webhooks but most use cases are solved with blocks and templates.

Conversation events, funnel events, time based triggers (inactivity, scheduling), and external events connected through integrations.

An execution record is created, with alerts and configurable retries. You can pause, fix, and resume the flow without losing traceability.

Through roles. You can restrict who can create, edit, or activate flows and which data or actions each role is allowed to execute.

By impact on operational and business metrics: response speed, conversion by stage, CAC, contact rate, show rate, pipeline health, and closed deals with full traceability.

FLOWS THAT EXECUTE AT SPEED

Activate Flows to turn your sales operation into a system that runs on its own: clear rules, AI driven decisions, and full traceability to scale without friction.

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