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In this guide you will build your first workflow: a simple flow that asks for a name, saves it in memory, and uses it to greet the user.

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Start with a template

If you prefer to start from a ready-made case — e-commerce, scheduling, lead capture, or biometrics/KYC — you can install a template into your account instead of building the workflow from scratch. Every template installs through the Jelou Agent, which walks you through the account-specific configurations.

Browse the available templates

Open the Templates tab on the home view to see the full catalog and pick the one that fits your case.
If you prefer to learn by building, follow the steps below.

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Build from scratch

1

Drag a question node

On your canvas, from the point to the right of the start node, drag your cursor and select the question node. In the text field paste:
pregunta.txt
I am your first workflow. What is your name?
In the “Save response as” field, type: name.
2

Connect a text node

Starting from the question node you just placed, connect a text node with the following content:
texto.txt
Hello, {{$memory.name}}
3

Test it on WhatsApp

Don’t forget to save the response from the question node in step 1.
In the upper-right corner, click Test. You can do it from our tester or add your phone number to test directly from WhatsApp.
And that’s it! Building a workflow is that easy.