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What is a Flow?

Written by Nevadit Chaudhary

Updated at May 5th, 2025

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Inside every activity, there is something called a flow. A flow is simply a list of questions, forms, or steps that guide what happens during your visit with the member.

You can think of the flow as the roadmap for your conversation. It tells you what to ask, what information to collect, and sometimes even what action to take next based on the member's answers.

There are two types of flows you can use: scripts and assessments. Each one has its own purpose, depending on what you need to accomplish during your visit.

Flows are created ahead of time by your organization's builder team (or sometimes by your administrator), but it's important for you to know how they work because every activity you complete will involve a flow.

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