Flow-based tools allow your AI Voice Assistant to execute powerful logic inside Salesforce — without writing code, you just build an Autolaunched Flow, and then connect it as a “Tool” in your ConverseKit app.

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🛠️ Example Use Case: Create Case Tool

Let’s say your assistant is talking to a customer who wants to report a complaint. You want the assistant to:
  • Capture the **customer’s name, contact number **and complaint
  • Check if a contact already exists in CRM using the customer’s phone number.
  • If found, create a Case and relate it to that contact.
  • If not found, create a new Contact, then create the Case record in Salesforce with that new contact.
  • Return the Case Number and Case Subject as output.
This is the backend automation logic behind a tool named Create_Case. This is a great use case for a Flow-based Tool. We’ll use a Salesforce Autolaunched Flow to handle the backend logic while your assistant keeps the conversation going.

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🧱 Required Flow Inputs (Match Tool Parameters)

These inputs come from the assistant, so make sure the variable names match exactly in your flow:
Variable NameTypeDescriptionInput
nameStringCustomer’s full name✅
contact_numberNumberMobile number with country code✅
complaintStringComplaint or issue description✅
🔁 Make sure these match the Flow input variable names exactly.
🧱 Use snake_case for consistency and better integration.

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🎁 Flow Outputs

Your flow is returning two variables back to ConverseKit:
Variable NameTypeDescriptionOutput
created_caseidStringID of the created Case✅
created_case_subjectStringSubject line of the new Case✅
These are marked as Output variables in the flow, so the assistant can access and say them after execution.

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🧭 Steps to Build the Flow

1

Create a New Auto-Launched Flow

  1. Go to Setup → Flows
  2. Click New Flow
  3. Select Auto-Launched Flow (No Trigger)
  4. Click Create
2

Add Input Variables

  1. Click New Resource → Variable
    • Name: name
    • Data Type: Text
    • Check Available for Input
Repeat for:
  • contact_number (Number, input)
  • complaint (Text, input)
3

Lookup Existing Contact

  1. Drag an Element → Get Records
    • Label: Fetch Contact
    • Object: Contact
    • Filter: MobilePhone Equals {!contact_number}
    • Select Only the first record
    • Store all fields
  2. Connect this to a Decision element
    • Label: Record Found?
    • Outcome 1: Yes → If Fetch_Contact.Id Is Null False
    • Default: No (contact not found)
4

Create Records

If Contact Found → Create Case:
  1. Use Create Records
    • Object: Case
    • Fields:
      • ContactId = {!Fetch_Contact.Id}
      • Subject = {!complaint}
      • priority = Medium
If Contact Not Found → Create Contact → Create Case:
  1. Create Contact using:
    • LastName = {!name}
    • MobilePhone = {!contact_number}
  2. Create Case using Contact.Id from above new contact Fields:
    • ContactId = Contact Id from above new conact
    • Subject = {!complaint}
    • priority = Medium
5

Create Output Variables

  1. Click New Resource → Variable
    • Name: created_case_id
    • Data Type: Text
    • Check Available for Output
Repeat for:
  • created_case_subject – Text – Available for Output
6

Add Output Assignment

  1. Use an Assignment element:
    • Assign created_case_id = Case.Id
    • Assign created_case_subject = {!complaint}
7

Save & Activate

  1. Name the Flow: Create Voice Case
  2. Set API Name: create_voice_case
  3. Click Activate
Once All done, you will find a flow like below. image.png Now that your backend logic is ready, it’s time to register this flow as a Tool.

Create Tool

Let’s walk through how to create a Tool