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  1. CRM
  2. Changes
  3. Change flow — transfer to another flow

Change flow — transfer to another flow

The Change flow step moves a lead from the current flow to another flow of the same bot. You can specify the exact step in the new flow where the dialog should continue. It is used to split the bot lo

Updated May 16, 20263 min
The Change flow step moves a lead from the current flow to another flow of the same bot. You can specify the exact step in the new flow where the dialog should continue.
It is used to split the bot logic into several scenarios. For example, the main flow is an arbitrage funnel. If the lead has made a deposit, move them to a VIP flow with special messaging. If the lead has been silent for 30 days, move them to a Reactivation flow.
When to use
The bot has several different funnels (main, VIP, reactivation, support) and you need to switch between them. After a sale event → move to a post-sale funnel. After a specific Routing → move to a specialized flow. On a schedule (via Delay + Change flow) — for example, every Monday move to a weekly mailing flow.
Change flow in the tree
Change flow in the step tree



How it works

The lead reaches the Change flow step.
The step takes the flow selected in the settings.
Moves the lead to the specified step within that flow.
Continues the dialog in the new scenario.
The current flow for this lead stops — the next steps of the old flow are not executed. All tags, fields, and chat history are preserved.


Settings

Settings
Change flow step settings

Parameter
What it defines
Title
Step name
Delay
Delay before the transition
Finish Status
Dialog status after switching
Skip the transition
Applicable in rare cases


Flow — selecting the target scenario

Selecting Flow and Step
Choose flow + Choose step

Choose flow — select the target flow from the list of existing flows in this bot.
Choose step — select the specific step inside the flow where the conversation will continue.
If you want to start a new flow from the very beginning, choose the start step (the one with Is start step of flow enabled).


Usage examples

Switching to the VIP flow after a large deposit:
Main flow — Send event “sale” → Condition “Total Deposit > $500”.
If yes — Change flow → VIP flow → “VIP Welcome” step.
The VIP flow runs the conversation with a special approach and a manager.
Reactivation after a month of silence:
After registration — Change tag “Registered”.
After Delay = 30 days (if there is no activity, the bot waits).
If the lead is still silent — Change flow → Reactivation flow → “Wake up message”.


What to keep in mind

The current flow stops
After Change flow, the old flow stops running for this lead. If it contained pushes, AI Reply, or a wait, they are canceled. Choose the transition moment carefully — you cannot automatically “go back”.
The target step must be in the correct flow
If you select a flow but do not select a step, the lead will get “stuck.” Always specify the destination step. If you want to “start from the beginning,” choose the start step of the target flow.


FAQ

Yes, through another Change flow step in the new flow — back to the required step of the old one. Essentially, transitions between flows can be built cyclically.

They are preserved. Change flow changes only the current step and flow — all other lead data (tags, custom fields, sale-status, history) remains. This lets flows check data collected earlier.

No. Change flow works only within a single bot. Leads are not transferred between bots automatically.

The step becomes “broken” — the lead may get stuck. Before deleting a flow, check that there are no Change flow steps that reference it.

No, selecting a flow and step is static. If you need dynamic behavior, use Condition + multiple Change flow blocks with different targets.


Related

Changes — data changes
The Changes category is steps that change lead or conversation attributes without sending messages. A tag is added or removed, the sale status is updated, an operator is assigned or unassigned, or the
Create New Flow — Creating a Scenario
Creating a flow is the first operation you perform in Flow Settings. Immediately after connection, the bot already has one empty flow by default. If you need another one (for example, a separate funne
Condition — conditional branching
The Condition step branches the flow based on exact values of lead data. A tag is present — go left. A deposit is over $100 — go right. The time is from 12 to 18 — the third branch. This is the opposi

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On this page

  • How it works
  • Settings
  • Flow — selecting the target scenario
  • Usage examples
  • What to keep in mind
  • FAQ
  • Related