> For the complete documentation index, see [llms.txt](https://help.rechat.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.rechat.com/guides/marketing/flows.md). # Flows Understand how Flows automate emails, tasks, and reminders and how available Flows are shared across your organization. Flows automate a sequence of emails, tasks, and reminders to help you follow up with contacts consistently. You can use an available Flow or create your own follow-up plan for buyers, sellers, leads, past clients, and other audiences. ### Open Flows 1. Sign in to Rechat. 2. Hover over **Marketing** from the main navigation. 3. Select **Flows** from the submenu. The Flows page displays each Flow available to your account, including its: * Name * Description * Number of enrolled contacts * Available actions Select a Flow to review its steps and enrolled contacts.

### Understand the Flows available to you The Flows shown in your account may have been created by: * **Rechat:** Rechat-provided Flows may be made available through your brokerage. * **Your brokerage:** Flows created at the Brand or Root level automatically become available to the appropriate accounts beneath them. * **You:** Flows you create belong to your account and are not accessible to other agents. The selection available to you may differ from what is shown in this guide. #### Work with an inherited Flow Agents cannot directly change or delete an inherited Rechat- or brokerage-provided Flow. This protects the original Flow from being changed for everyone else. To customize an inherited Flow, duplicate it. The copy belongs to your account and can be edited without affecting the original. ### What can a Flow include? A Flow can contain four types of steps:


Step	What it does
Automated Marketing Email	Sends a designed email using a Marketing Center template
Automated Simple Email	Sends a direct, text-focused email using a Simple Email template
Reminder	Adds a reminder to the Calendar in People Center
Task	Adds an item to the Task list in People Center

Steps can be scheduled for the same day, relative to another event, or before or after a date saved in the contact’s profile. For complete instructions, see [**Create and Manage a Flow**](/guides/marketing/flows/create-and-manage-a-flow.md). ### How can contacts enter a Flow? Contacts can be enrolled in several ways: * Individually from a contact profile * In bulk from the People page * Automatically through a Lead Routing rule You can begin a Flow immediately or schedule it to start on a future date. For complete instructions, see [**Enroll Contacts in a Flow**](/guides/marketing/flows/enroll-contacts-in-a-flow.md). ### Review enrolled contacts Open a Flow and select the **Contacts** tab to see the contacts currently enrolled. From this tab, you can: * See the enrolled-contact count * Review each contact’s name and contact information * Stop the Flow for one contact * Stop the Flow for all enrolled contacts Stopping an enrollment prevents steps that have not yet been generated. Tasks and reminders already created in People Center remain in place. ### Monitor Flow activity Open **Marketing > Insight** to review contact activity associated with a Flow. On the **Activities** tab, use the enrollment filter to select a specific Flow. You can also apply a date range to narrow the results.

### What happens when a Flow ends? A Flow ends after its final step is completed. Rechat does not automatically restart the Flow or enroll the contact in another Flow. If another follow-up sequence is needed, the contact must be enrolled separately or qualify through an applicable Lead Routing rule. ### Choose what you want to do * [**Create and Manage a Flow**](/guides/marketing/flows/create-and-manage-a-flow.md)**:** Create a Flow, configure its steps, edit it, or duplicate an existing Flow. * [**Enroll Contacts in a Flow**](/guides/marketing/flows/enroll-contacts-in-a-flow.md)**:** Enroll contacts individually, in bulk, or through Lead Routing and manage active enrollments. --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter: ``` GET https://help.rechat.com/guides/marketing/flows.md?ask=&goal= ``` `ask` is the immediate question: it should be specific, self-contained, and written in natural language. `goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.