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  3. I imported a flow, but the bot is still following the old funnel

I imported a flow, but the bot is still following the old funnel

Importing a flow between bots or from a personal account to Standard transfers the funnel structure — steps, branches, and texts. But some settings are tied to a specific bot and are not transferred a

Updated June 21, 20263 min
Importing a flow between bots or from a personal account to Standard transfers the funnel structure — steps, branches, and texts. But some settings are tied to a specific bot and are not transferred automatically — you need to review them manually after the import.


What you need to check manually

Steps Change flow — transfer to another flow — the link to the flow is tied to an ID. After import, the new bot does not have this ID, and the step shows “not selected”. Open each Change flow and select the target flow again.
Steps Condition — conditional branching (Custom condition) — conditions that reference Custom Fields, tags, and statuses. After import, the fields may not exist in the new bot — check each condition and, if necessary, create the missing ones in Custom Fields — custom fields.
Steps Send message — sending a prepared message with Inline Buttons or Reply Keyboard — buttons are saved as a structure, but callback-data and links may lose the context of the specific bot. Open each message with buttons and check that the buttons are set up correctly.
Steps Operator — assigning an operator — assigning an operator is tied to the team of a specific bot. After import, check that the selected operator exists in the team of the new bot; otherwise, the step will not work.
Steps Webhook — Sending Data Out — the URL and headers are transferred, but if they work through a bot-specific token, you need to check and update the token.
What is transferred without loss
Message texts (Send Message), step delays (Delay), tag changes (Change tag), sale status changes (Change sale status), AI Reply / AI Routings — the structure of prompts and conditions. In other words, the core of the scenario usually migrates cleanly; refinements are needed only in places with a local binding.


What to do after import

  1. 1

    Review all steps in the list

    In Flow Settings open the imported flow. Check by step type: first Change flow, then Condition, then Send Message with buttons. These are the most common points where bindings are lost.
  2. 2

    Check Custom Fields and Tags

    If conditions use Custom Fields (Custom Fields — custom fields) and Tags (Tags — tags for segmentation) — make sure all of them have already been created in the new bot. If necessary, create the missing ones before testing the flow.
  3. 3

    Run a test pass

    Open the bot in Telegram from a test account and go through the funnel. At each branch, check that you end up where you planned. If the bot follows the “old” path, it means some branch still has an unlinked step. Most likely, an old Change flow is referencing the original flow by ID.
To prevent this from happening again
When migrating, always keep a description of which Custom Fields and Tags are needed for the flow to work. Create them in the new bot before importing the flow — then the conditions will be linked by name during import, and there will be less manual work.


Frequently asked questions

The most common reason is a forgotten Change flow at the beginning of the funnel. The import transferred the structure of the new flow, but the entry point still references the old flow by ID. Check Change flow — transfer to another flow in the initial steps and make sure the imported flow is selected, not the original one.

Files (images, videos, voice messages) are also linked to the source bot. After import, it’s better to re-upload media to the required steps. Old links may continue to work for some time, but this is not guaranteed.

Prompts are transferred in full. If the responses have changed, check which model is selected in AI Models — Complete Guide to AI Models in Chatterfy of the new bot and which global Restrictions — what the bot must not do are set in this flow. They are applied on top of the local AI Reply.

Yes, but a Personal bot does not support all step types (for example, buttons are only partially supported). After importing into Personal, there will be notes about disabled steps — go through them in Flow Settings and adapt them.


Related

Create New Flow — creating a flow
Creating a flow is the first operation you perform in Flow Settings. Immediately after connecting, the bot already has one empty default flow. If you need another one (for example, a separate funnel f
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
Condition — conditional branching
The Condition step branches the flow based on exact values in the lead’s data. Tag exists — left. deposit greater than $100 — right. time from 12 to 18 — third branch. This is the opposite of “AI Rout
Custom Fields — custom fields
Custom Fields (Bot Settings → Custom Fields) — a section for creating additional fields in the customer card. Standard fields already exist in Chatterfy: name, username, status, and Telegram ID. But o

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On this page

  • What you need to check manually
  • What to do after import
  • Frequently asked questions
  • Related