Guide
How to Build Your First Workflow in Fiko
Create your first automated workflow: a welcome message that triggers on new conversations and tags new leads.
beginner15 min7 steps
Before you start
Prerequisites
- •Fiko account with at least one channel connected
- •Basic understanding of what you want to automate
Step by step
Follow these steps in order
1
Open the Workflows section
Fiko dashboard → Workflows → New Workflow. You'll see two options: 'Start from scratch' or 'AI Generator'. For your first workflow, try the AI Generator.
2
Describe your workflow in plain language
In the AI Generator, type: 'When a new customer sends their first message, reply with a friendly welcome, ask what they're looking for, and tag them as new lead.' Click Generate.
3
Review the generated workflow
Fiko shows the visual graph: a When node (new_customer trigger), an Action node (send message), a Waiting node (ask question), and another Action (add tag). Click any node to see its configuration.
4
Edit the welcome message
Click the first Action node. Customize the message text to match your brand. Add emojis, variables like {{customer.name}}, and keep the tone friendly.
5
Test in the simulator
Click 'Simulate'. The simulator runs the workflow without sending real messages. Type 'hello' to simulate a customer message. Watch each node execute. Adjust if needed.
6
Publish the workflow
Click 'Publish'. The workflow goes live immediately. New customer conversations will trigger it automatically.
7
Monitor and iterate
Workflows → Analytics: see how many customers entered the workflow, how many completed each step, and where they dropped off. Adjust messages to improve completion rate.
FAQ
Common questions
For simple workflows, yes — it's faster. For complex flows with many branches, conditions, and integrations, the visual editor gives you more precise control. Most experienced users mix both.
Yes. Each workflow has its own trigger. Different triggers don't conflict. You can have 20+ active workflows handling different scenarios in parallel.
Both run, but message-sending actions can be ordered. Use the priority field on workflows to control which runs first. For mutually exclusive flows, use a Condition node to branch.
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