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Chat Flows

Save your favorite prompts, and turn them into repeatable workflows.

J
Written by Jon Crawley
Updated over 2 months ago

What are Chat Flows?

Chat Flows allow you to save and reuse sequences of prompts that you frequently use with Olli. Instead of typing the same questions repeatedly, you can create a chat flow once and run it anytime with a single command.

Example use cases:

  • Research a company or competitor with the same starting prompt, and turn results into a specific output

  • Run the same meeting-prep sequence every new deal to develop a plan and discovery questions

  • String together multiple commands, like "Build me a matrix of influential contacts at XX company" + "Draft an outreach strategy for each, with the right sequence"

  • Capture and reuse the perfect, detailed prompt whenever you find a good one!


Access Chat Flows

There are two ways to access your chat flows:

  1. From the sidebar icon menu: Click Chat Flows in the left menu

  2. From Olli Home Page: Use the slash command - type / in the main Olli chat box to see available flows:


Creating a Chat Flow

Method 1: Create from Scratch

  1. Go to Chat Flows in the left sidebar icon menu

  2. Click the Create a Chat Flow button

  3. Fill in the workflow details:

    • Name: Give your flow a descriptive name

    • Description: Explain what the workflow does

    • Execution Mode: Choose how prompts run

    • Visibility: Private (you) or Shared (entire team)

  4. Add your prompts in sequence using the "Add Prompt" button

  5. Optionally add labels to each prompt for easy reference

  6. Click "Save Changes"

Method 2: Save from an Existing Olli Chat

If you've had a productive conversation with Homepage Olli, save those prompts as a reusable chat flow!

  1. Click the chat flow icon in the chat box footer

  2. Review and edit the extracted prompts

  3. Adjust settings as needed

  4. Click "Save Chat Flow"


Execution Modes

Workflows have two execution modes:

Step-by-Step

  • Olli executes one prompt at a time

  • After each response, Olli pauses allowing you to review before proceeding

    • Type your own follow-up questions without advancing the workflow

  • Click "Continue" when ready to proceed to the next step

Automatic

  • Olli executes all prompts in sequence automatically

  • No pausing between steps

  • Faster execution for routine tasks


Running a Chat Flow

Using Slash Command /

  1. In any Olli homepage chat, type / to open the workflow menu

  2. Start typing the chat flow name to filter

  3. Click the chat flow you want to run

From the Workflows Page

  1. Go to Chat Flows in the sidebar

  2. Find the workflow you want to run

  3. Click either 'Run Live' or 'Run in Background'

  4. If required, select a deal/meeting/prospect etc.


Chat Flow Visibility

Private Workflows

  • Personal flows you create for yourself

  • Perfect for personal productivity workflows

  • Won't clutter your team's workflow list

Shared Workflows

  • Visible to everyone in your organization

  • Great for standardized team processes

  • Anyone can run them, but only the creator can edit/delete

Community Workflows

  • Every Fluint account comes with access to our default library of Chat Flows

  • Want to tweak one and adapt for your team? Just clone it, then edit away.


Using Placeholders

Some workflows are designed to work with specific targets - like a Prospect, a Deal, or even a specific Framework you want Olli to draft (like MEDDPICC Scorecards, a customer Account Plan template, etc.).

When building your prompt, use the @ symbol to insert a placeholder requirement for @deal, @prospect, or @framework. When running those workflows, Olli will first ask you to tag the deal, prospect, or document to use!


Keyboard Shortcuts for Olli:

Shortcut

Action

/

Open workflow slash command menu

@

Mention a deal or meeting

Enter

Send message / Select workflow

Esc

Close menus


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