Your first workflow

Plan availability #

Allowances follow the published Chatigram pricing page. Your organization’s Billing & Plans screen confirms its subscription and current usage. Plans can change. Plan information reviewed 2026-11-10.

What you will build #

A visitor opens your chat and sends their first message. Chatigram welcomes them, asks what they need, and waits for a reply. This tutorial uses a team-supported Line so you can also see the conversation in Inbox.

Start with Live Chat so you can test in a browser before connecting another messaging channel. You need access to an organization where you can create a Line and a workflow.

1. Create a Live Chat Line #

1. Open Chatigram and select your organization.
2. Open Lines, create a new Line, and choose Livechat.
3. Give it a recognizable name, such as Website test.
4. Leave Private AI mode disabled for this Inbox-based tutorial.
5. Save the Line and open its details. Keep the direct chat link handy.

A Line is the channel your visitors use. It is separate from the workflow that decides what happens inside the conversation.

2. Build the welcome flow #

1. Open Workflows and create a workflow.
2. Under Blank Workflow, choose the New Chat Created trigger. This runs for the first message in a fresh chat.
3. Add Send Text Message after the trigger.
4. Enter: “Hi! Welcome to our team. What can we help you with today?”
5. Add Receive Message and enable Text. The workflow can wait here until the visitor replies.

Alternatively, copy the ready-made JSON at the bottom of this guide and choose Paste/Import Workflow when creating a workflow. Read copy and paste workflows for the full import process.

3. Save, assign, and enable #

Save your workflow. In your Line’s workflow selection, include this workflow. Check whether the Line uses an explicit selection or all eligible workflows; use an explicit selection for a predictable first test.

Enable the workflow and confirm that the Line is connected. A saved workflow can remain disabled; saving and activation are separate choices.

4. Test a fresh conversation #

Open the Line’s direct chat link in a fresh incognito or private browser window and send a message. You should see the welcome message. Reply again, then open the conversation in Inbox. The browser’s private window creates a fresh test session; it is separate from the Line’s Private AI mode setting.

If you intentionally want an AI-only Line, follow Private AI mode instead of expecting a human agent to find or answer its conversations in Inbox.

Check Workflow Activity if the reply does not arrive. Because this example uses New Chat Created, reopening an existing conversation does not create the first-message event again. Start a genuinely fresh test chat.

What to do next #

• Learn the core concepts so the canvas feels familiar.
• Use the workflow editor to edit, pause, undo, and redo changes.
• Try a menu workflow to route visitors into different branches.
• Add your website widget after you finish testing.

{
  "format": "chatigram-workflow",
  "version": 1,
  "metadata": {
    "sourceName": "Website welcome",
    "importHelp": {
      "note": "Import with Paste/Import Workflow. Review the message, save, assign this workflow to a test Line, and enable it when ready. Start a fresh conversation to test."
    }
  },
  "workflow": {
    "instruction": null,
    "multiLanguageSupport": null,
    "properties": [],
    "trigger": {
      "$tag": "Trigger",
      "type": "CONVERSATION_CREATED",
      "data": {}
    },
    "nodes": [
      {
        "$tag": "Node",
        "id": "d0c00000-0000-4000-8000-000000000001",
        "name": "welcome",
        "parentId": null,
        "branchIndex": 0,
        "type": "SEND_TEXT_MESSAGE",
        "data": {
          "message": [
            {
              "$tag": "Constant",
              "value": "Hi! Welcome to our team. What can we help you with today?"
            }
          ]
        }
      },
      {
        "$tag": "Node",
        "id": "d0c00000-0000-4000-8000-000000000002",
        "name": "customerReply",
        "parentId": "d0c00000-0000-4000-8000-000000000001",
        "branchIndex": 0,
        "type": "RECEIVE_MESSAGE",
        "data": {
          "receiveText": true,
          "receiveAudio": false,
          "receiveImage": false,
          "receiveVideo": false,
          "receiveFile": false
        }
      }
    ],
    "gotos": []
  }
}