Build a flow with AI (Hermes)

Hermes is the AI flow builder inside Studio. Instead of dragging blocks onto a canvas, you describe what you want in your own words. Hermes asks a handful of follow-up questions, and when it has everything it needs it builds the whole flow for you — the blocks, their settings, and the connections between them.

The result is a normal Studio flow. Nothing about it is locked or special: you open it in the canvas editor, change anything you like, and publish it yourself.

When to use it

Use Hermes when	Build it yourself when
You know what you want to happen but not which blocks to use	You already know the blocks and just want to place them
You are new to Studio and want a working example to learn from	You are making a small edit to an existing flow
You want a first draft fast, then to refine it by hand	The flow depends on an uploaded file or a WhatsApp template you must pick yourself
Your flow has several branches and you want the wiring done for you	You are copying an existing flow's structure

tip

Hermes is a starting point, not a replacement for the editor. Most teams let Hermes build the skeleton, then spend two minutes polishing the wording of the replies on the canvas.

Before you start

Requirement	Detail
AI Studio must be on	Somebody with AI World → Update turns on the AI Studio switch in AI World. Until then the AI option in Studio is visible but not selectable.
Who can use it	Any signed-in agent with Studio → Create. See Roles and Permissions.
Your inboxes should exist first	Hermes offers your real inboxes, teams, agents, schedules, and CRM objects by name. If the inbox you want to automate is not connected yet, connect it first — see The Ring.
Language	Hermes writes to you in your Teloring interface language (English or Hebrew), and writes the customer-facing message text inside the blocks in that same language.

note

If the Use AI to build card is greyed out with "Enable AI Studio to use this", ask an account administrator to switch AI Studio on in AI World. Agents cannot change AI switches themselves.

Start a flow with AI

1. Open Studio from the sidebar and click New Flow.
2. Give the flow a name and, ideally, a short description. Hermes reads both — WhatsApp — route to sales or support tells it much more than Flow 4.
3. Under How would you like to build it?, choose one of the two cards. Neither is pre-selected, and the button stays disabled until you pick one.
4. Click Start with AI.

Card	What happens
I'll build my own	The flow is created and the canvas editor opens, exactly as it always has.
Use AI to build	The flow is created and the Hermes chat opens. The button label changes to Start with AI.

info

The flow is created as a draft either way, before the conversation starts. If you abandon the interview halfway, you have not lost anything — you are left with an ordinary empty draft flow you can open in the editor or delete.

The Hermes screen

The page has three parts: the conversation in the middle, a progress rail on the right, and a header with two exit actions.

Header

Element	What it is
←	Back to the Studio flow list.
AI Studio · Hermes	The kicker, with the flow's name underneath.
Start over	Throws this conversation away and begins a new interview for the same flow. You are asked to confirm, because everything Hermes has collected is lost.
Save & exit	Leaves the conversation. Nothing is lost — every answer is already saved. You return to the flow list.

Neither header button builds anything. There is exactly one build action on the page, and it lives in the panel above the message box.

The conversation

Hermes opens with the same greeting every time:

Hi, I'm Hermes — the AI Studio flow builder. Tell me in short what you'd like to build?

Answer in plain language. There is no syntax, no block names to learn, and no need to know how Studio works:

"I want customers who message us on WhatsApp to choose sales or support, and go to the right team."

From there, every question depends on your last answer. There is no fixed questionnaire. If you said "departments", Hermes asks which departments; if you said "abandoned carts", it asks something else entirely. Along the way it asks about the things that decide which blocks it needs — which inbox, who handles what, what the customer should see, what happens on each branch, what happens when nobody answers, and when the automation should stop.

Element	What it is
Hermes bubble	A question, a short confirmation, or the closing summary.
You bubble	Your answer.
Thinking…	Hermes is working out the next question and redrawing the flow. This takes a few seconds.
Message box	Type your answer. Enter sends it; Shift + Enter starts a new line. Up to 2,000 characters per answer.

tip

Answer with real detail. "Sales and support" is fine, but "Sales and support — after hours everyone goes to support" saves Hermes two questions and gets you a better flow.

Progress rail

The rail on the right shows what Hermes has understood so far, so you can catch a misunderstanding early instead of at the end.

Section	What it shows
Progress	A percentage and bar — Hermes's own estimate of how far the interview is. It is a guide, not a countdown.
What Hermes understood	Every decision collected so far, one line each. This list is rewritten in full after every answer, so it always reflects the current design. Read it. If a line is wrong, say so in your next message.
Blocks so far	How many blocks the flow currently contains. Hermes redraws the whole flow after each answer, so this number can go up or down.
Needs your attention	Things you will have to finish by hand after the flow is built — see Warnings. Only appears when there is something to say.

note

"Blocks so far" is a count, not a preview. You see the actual flow on the canvas after you build it.

Stop and continue later

The interview is saved after every single answer. You can close the tab at any question — mid-sentence, mid-branch, at the end of the day — and nothing is lost.

To pick it up again:

1. Open Studio.
2. The flow's card shows a ⚡ Continue with AI badge.
3. Click the card. The conversation reopens with the full transcript, the progress bar, and everything Hermes had understood.

Where you click	Where you land
The card itself, while Continue with AI is shown	Back into the Hermes conversation
The card's ✏️ Edit button	The canvas editor, at any time
The card itself, once the flow has been built	The canvas editor, like any other flow

warning

If you open the editor mid-interview and add blocks by hand, Hermes will refuse to build over your work later — see Hermes will not overwrite your edits. Finish the interview first, then edit.

Build the flow

When Hermes has everything it needs, it says so and a panel appears above the message box.

Element	What it does
Your flow is ready to build	Plus the number of blocks waiting to be placed.
The amber note	"This is the last step: the blocks go onto your canvas and this conversation closes. Anything you want Hermes to change, ask now."
Keep refining	Puts your cursor back in the message box. Use it to ask for a change before committing.
Build my flow	Opens the confirmation dialog.

Ask for changes first

Until you press Build my flow, nothing has been written to the canvas and you can keep talking. Hermes redraws the entire flow after each answer, so changes are cheap:

"Add a message before the menu that says we're open 9 to 5."

"If nobody picks a department, send it to support instead of asking again."

"Make the greeting shorter."

The confirmation

Build my flow opens a dialog that spells out all three consequences, because two of them are one-way:

	What it means
✅ The blocks are created and wired for you	You can move, edit, add, or delete any of them afterwards. Nothing is locked.
✅ The flow stays a draft	Nothing runs until you publish it from the editor. No customer is affected by pressing Build.
⚠️ This ends the conversation with Hermes	You cannot ask for another version of this flow afterwards. From then on you edit it by hand.

Click Yes, build it and Studio places the blocks and opens the canvas editor. Click Keep refining to go back to the conversation.

Why building is final

Once the blocks are on the canvas, they are yours. If Hermes could rebuild the flow later it would have to replace whatever you had changed in the meantime — so instead the conversation closes and the editor takes over. The message box is disabled and reads "The flow is built — continue in the editor."

If you want a different flow built by AI, create a new flow and start a new interview.

After Hermes builds

You land in the normal canvas editor with the flow laid out top-to-bottom.

Your next steps are the ordinary Studio ones:

1. Read the blocks. Click each one and check its settings in the right panel. Hermes writes real message text — make it sound like your brand.
2. Clear any warning badges. Anything Hermes could not fill in (an uploaded voice prompt, a WhatsApp template) shows a ⚠ badge on the block. See warnings on a block.
3. Test Run. Walk the draft with sample data — nothing reaches real customers. See Test Run.
4. Publish. The flow goes live only when you press Publish. See Publishing.

info

A flow Hermes built is a completely ordinary flow. Version history, pause and resume, Test Run, saved variables, and delete all work exactly as they do for a flow you drew by hand.

What Hermes knows

Two things, and both come from your live account rather than from a generic template library. This is why Hermes asks "Support or Sales?" using your real inbox names, and why the blocks it produces are already pointing at the right things.

Hermes knows	So it can
Every Studio block — triggers, actions, and conditions, with all of their real settings	Choose the correct block and fill in its properties, including branch rules and output ports
Your inboxes, by name and channel type	Ask which inbox, and write the real inbox into the trigger
Your agents (and which of them are AI agents)	Route to a named person, and avoid sending "wait for a human" to an AI agent
Your teams	Hand a conversation to Sales or Support by name
Your labels, forms, and business-hours schedules	Tag conversations, listen to the right form, and branch on opening hours
Your CRM objects and their fields	Create or update a Deal, Service Call, or Task with the right field keys
Your analytics alerts	Start a flow when one of your own thresholds trips

Hermes can only see your account. It never sees another business's inboxes, conversations, contacts, or flows.

What Hermes cannot do

Not possible	What to do instead
Upload a file for you — a voice prompt (WAV) or WhatsApp template media	Hermes builds the block and tells you; you attach the file in the editor
Pick a WhatsApp template	Choose the approved template on the block in the editor
Publish the flow	You publish, always
Edit a flow that already has blocks	Start a new flow, or edit the existing one by hand
Use an inbox, team, or object you have not created	Create it first, then start the interview

Warnings

Needs your attention in the right rail lists anything Hermes wants you to know before the flow can work. The same items are worth re-reading after the flow is built.

Warning	Meaning	What to do
"…is not one of this account's resources"	Hermes referred to an inbox, team, agent, or object that does not exist	Open the block on the canvas and pick the right one from the dropdown
"…removed a selection that does not exist in this account"	Same, for a multiple-choice field such as an inbox filter	Tick the correct inboxes on the block
"…is not connected to anything and will not run"	A block has nothing pointing into it	Wire it in from an earlier block, or delete it
"…the '…' branch has nothing wired to it"	A condition or IVR branch leads nowhere	Connect it, or accept that this path simply ends
"…cannot be used in a … flow and was removed"	A voice block landed in a messaging flow, or the reverse	Usually nothing — Hermes already removed it. Check the flow still does what you asked
"upload the … in the editor"	A block needs a file only you can provide	Open the block and upload it

note

Warnings do not stop you from building. They are the short list of things to finish by hand.

Hermes will not overwrite your edits

Studio protects work that a person did:

Situation	What happens
You start an interview on a flow that already has blocks	Refused: "This flow already has blocks. Create a new flow to build one with AI."
You edit the canvas by hand mid-interview, then press Build my flow	Refused, with a message pointing you to the editor. Your edits stay untouched
You press Build my flow on an untouched draft	The blocks are placed

Limits and good practice

Limit	Value
Length of one answer	2,000 characters
Blocks in a flow Hermes builds	Up to 60
Connections in a flow Hermes builds	Up to 120
Questions in one interview	Up to 60 (a normal interview is 6–15)
Messages per account	Throttled — if you hit it, wait a minute and continue. Nothing is lost

Good practice

• Name the flow well before you start. Hermes reads the name and description as its first clue.
• Read "What Hermes understood" as you go. Correcting a misunderstanding at question three is much cheaper than at the end.
• Say what should happen when things go wrong — nobody answers, the customer replies with something unexpected, it is 2 a.m. Hermes will ask, but you know your business better.
• Ask for changes before you build, not after. After building, changes are yours to make on the canvas.
• Always Test Run before publishing, exactly as with a hand-built flow.

Frequently asked questions

Does the flow go live automatically? No. Hermes always produces a draft. Nothing runs until you press Publish in the editor.

Can I edit a flow Hermes built? Yes — completely. Move, retype, rewire, add, and delete anything. It is an ordinary Studio flow.

Can I ask Hermes to change a flow it already built? No. Building closes the conversation. Edit it on the canvas, or create a new flow and run a new interview.

What if I close the tab in the middle? Nothing is lost. Every answer is saved as you go. Reopen the flow from the Studio list — it shows ⚡ Continue with AI.

Which language does Hermes speak? Your Teloring interface language. It also writes the customer-facing text inside the blocks in that language. You can rewrite any of it afterwards.

Does Hermes see other businesses' data? No. It only ever reads your own account's inboxes, teams, agents, labels, forms, schedules, and CRM objects. Flows and conversations are account-isolated.

Can Hermes build voice (phone) flows? Yes. Tell it the automation starts with a phone call and it builds a voice flow with IVR menus and transfers. It cannot record the audio prompts for you — upload those in the editor.

Nothing happened when I clicked "Use AI to build". The card is disabled unless AI Studio is on in AI World. A greyed card shows "Enable AI Studio to use this" with a link to the page.

The conversation says it hit a limit. An interview is capped at 60 questions, and each account has a short-term message throttle. Your progress is saved either way — wait a moment and continue, or open the flow in the editor and finish it by hand.

Where to go next

Page	What it covers
Studio overview	The canvas, blocks, ports, and how a flow runs
Triggers — the WHEN blocks	Every trigger Hermes can choose from
Actions — the THEN blocks	Every action, its properties, and its outputs
Conditions — the IF blocks	How the branches Hermes wires actually decide
Test, publish, and versions	What to do with the flow Hermes just built
AI World	Turning AI Studio on, and every other AI switch
Flow recipes	Hand-built examples, useful for checking Hermes's work