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A step is a single node on the canvas. Drop one between the trigger and an end node, connect the arrows, and it becomes part of the flow.
The step palette showing every available step type you can drag onto the canvas
Steps fall into two categories:

Action steps

They have side effects — send a message, tag a contact, call a webhook. If they fail, they retry. If retries are exhausted, they take an optional error path.

Control steps

They shape the flow — delay, branch, wait for a reply, look up history. No side effects, just routing.

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At a glance

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Action steps

Sends a WhatsApp message using a template. This is the workhorse of the platform.
The Send Message step configuration panel
What you configure:
  • Template — pick a previously-approved template or create a new one inline (it will go through Meta approval at publish time).
  • Template category — UTILITY or MARKETING. This drives both Meta’s review and the frequency cap (see Frequency cap). New send steps default to UTILITY in the UI.
  • Language — the template language (must match the contact’s country).
  • Variables — values for any {{1}}, {{2}} placeholders in your template. Each can be a literal, a memory reference (e.g. order.customer.firstName), or a computed expression.
  • Buttons (optional) — quick reply buttons. When configured, the step automatically waits for the contact’s reply and branches by button label. Add a timeout and a timeout branch as you would for a wait.
  • Media header (optional) — image, video, or document. Drop a URL or pick a stored asset.
  • Discount (optional) — let TextYess reserve a unique discount code from a campaign you’ve set up.
  • Stop button (optional) — append a localised opt-out button so contacts can leave with a tap.
Two shapes:
  • Shape 1 — no buttons. Sends and moves to the next step immediately. Pair with the Wait for Reply control step if you want to wait for a text answer.
  • Shape 2 — with quick-reply buttons. Sends, waits for the contact, and branches by button. Each button is an output handle on the canvas, plus a timeout branch. Do not pair with Wait for Reply — Shape 2 already includes the wait.
A Send Message step with quick-reply buttons configured, with one branch per button visible on the canvas
Memory written:
Generates the message body at runtime using the brain0 AI engine, then sends it on a pre-approved dynamic template.Use this when you want personalised copy on every send instead of the same template body for everyone — and you don’t want to manage one Meta-approved template per variation.
The Send Dynamic Message (AI) step configuration with prompt and custom rules
What you configure:
  • Template category — same two options as Send Message (UTILITY or MARKETING); defaults to UTILITY.
  • Prompt — natural-language instructions for the AI (e.g. “Greet the customer by name and recommend our newest collection in a warm, conversational tone”).
  • Custom rules (optional) — extra constraints (max length, must include a specific phrase, etc.).
  • Language — the template language.
  • Discount + copy-code button (optional) — same as Send Message. The copy-code source can be a reserved discount code or a static value.
The dynamic template itself is submitted to Meta for approval the first time you publish a flow that uses one. The category you pick is the submission intent; Meta’s final decision is what gates the frequency cap.
Memory written:
Adds a tag to a contact or to an order. Tags drive segmentation in TextYess and (for Shopify orders) sync back to your store.What you configure:
  • Entity — contact (default) or order.
  • Entity ID — leave empty to tag the current execution’s contact / triggering order. Override only for advanced use cases.
  • Tag — the tag string (e.g. vip, responded-to-welcome).
Appends a free-text note to the triggering Shopify order. Useful for flagging orders your support team should look at (“waited 24h for reply, no response”).What you configure:
  • Note — the text to append. Supports variables.
  • Order ID (optional) — defaults to the triggering order.
Requires an active Shopify connection. Currently a Shopify-only action.
Appends a free-text note to the contact’s profile in TextYess. Visible in the conversation panel.What you configure:
  • Note — the text to append. Supports variables.
Makes an outbound HTTP request to an external URL. Use to notify your CRM, Slack, Zapier, internal tooling, or any system that can accept HTTP.What you configure:
  • URL — the destination. Can be built from variables (e.g. concat("https://crm.example.com/leads/", contact.id)).
  • Method — POST (default), GET, PUT, PATCH, DELETE.
  • Headers (optional) — JSON object of headers.
  • Body (optional) — the request body. Usually JSON; supports variables.
Memory written:Errors and retries: Send Webhook retries on 5xx and network errors with exponential backoff. Non-success responses (4xx) take the error path if you’ve connected one.
Removes the current contact from the marketing blacklist so they can receive future marketing messages again. Use after a contact explicitly opts back in.What you configure: Nothing — it operates on the current contact.
Only use this when the contact has clearly consented (e.g. they typed START in response to your opt-in flow). Re-engaging blacklisted contacts without consent puts your WhatsApp account at risk.

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Control steps

Pauses the flow for a fixed duration, then moves on. Durable — survives restarts.
The Time Delay step configuration with duration and unit fields
What you configure:
  • Duration — a number.
  • Unit — minutes, hours, days.
Common values:
In test mode, delays are automatically capped to a few seconds so you don’t wait 24 hours to validate your flow.
Branches the flow into a True path and a False path based on a condition.Conditions can be a preset (e.g. “has placed an order in the last 30 days”) or a custom expression (e.g. order.total > 100 and contact.tags contains "vip").Two output handles: true and false. Either can be unconnected — the unconnected side ends the flow.See Conditions for the full grammar.
The Conditional Split step with the preset picker open
Suspends the flow until the contact sends a free-text reply, then branches replied or timeout.
The Wait for Reply step configuration showing the timeout and the two branches
What you configure:
  • Timeout — e.g. 24 hours. If the contact doesn’t reply by then, the flow follows the timeout branch.
Memory written:
Use Wait for Reply only after a Send Message without buttons (Shape 1). If your Send Message already has quick-reply buttons (Shape 2), the wait is built in — adding a separate Wait for Reply will be rejected by the flow editor.
Terminal — the flow ends here. You rarely need to drop one yourself; the editor inserts a No-Op automatically wherever a branch is left unconnected, so you can leave the “False” handle of a Conditional Split dangling and the flow will simply end on that path.

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Error handling: the failure path

Every action step has an optional failure output (a red handle in the canvas). When the action exhausts its retries, the flow takes that path instead of failing the whole execution.
If you leave the failure handle unconnected, an unrecoverable error halts the execution with status failed.
A canvas zoom showing an action step with its failure handle connected to a follow-up step
For critical flows, always connect the failure handle to at least an Add Note to Contact so you have a record of what went wrong.

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Variables: how steps share data

Each step writes its result to a shared memory object under its own step id. Later steps can read from it. Example: a Send Message step with id welcome_msg_1 whose contact tapped a quick-reply button writes { messageId: "wamid.xxx", reply: { type: "button", buttonId: "yes", text: "Yes please" } }. A downstream Send Message template can reference the reply text as: The variable picker in the editor lists every readable field from the trigger and every previous step, so you almost never type these paths by hand. Next: Conditions — how to express branching logic without writing code.