SMOC Studio can build a complete, ready-to-edit flow for you from a short brief. Instead of starting from a blank canvas, you describe your goal and a few details, and SMOC generates the full flowchart; messages, questions, branches, and lead capture, which you can then refine.

This guide explains where to find the generator, what each field does, and how to get the best results.

When to use AI generation

Use it when you want to:

  • Start a brand new flow quickly instead of building node-by-node.
  • Get a solid first draft to react to and edit, rather than a blank page.
  • Spin up channel-specific variations (e.g. a version for Meta ads vs. email).

If you already have a working flow and only want targeted improvements, use Studio Recommendations instead - it's designed to optimize an existing flow, while AI generation builds the structure.

Where to find it

  • Open your flow in SMOC Studio.
  • In the top bar, switch to Setup mode.
  • The Generate flow panel opens.
Tip: The generator builds into the flow you currently have open, in your current language. Use it on a new/empty flow when you want a fresh build.

Step 1 — Describe the flow

Fill in the brief. Only Goal is required; the rest are optional but improve the result.

Goal (required)

The single most important field. Describe what the flow should achieve in plain language.

  • Good example: "Capture leads from a summer sale campaign and qualify their purchase intent."
  • Be specific about the outcome (leads, bookings, sign-ups, quiz completions, etc.).

The Generate button stays disabled until you've entered a goal.

Flow type

Pick the template pattern that best matches your use case:

  • Lead Gen B2B — qualify and capture business leads.
  • Lead Gen B2C — capture consumer leads.
  • Lead Gen Recruitment B2C — capture candidates/applicants.
  • Quiz B2C with lead participation — quiz where completing it is the conversion.
  • Quiz B2C with lead consent to contact — quiz that also collects consent to be contacted.
  • Guide based on questions to site link — a guided Q&A that routes users to a destination URL.
  • Contact us form — a straightforward contact/lead form flow.

Channel

Where the flow will run, so the AI can match length, tone, and formatting:

  • Meta (Facebook), Instagram, Email, WhatsApp, SMS, Web chat, or Other.

Target demographic

Describe who the flow is for, e.g. "Women 25–45, interested in fitness, mid-income." This shapes language and the questions asked.

Tone of voice

Select one or more tone chips: Friendly, Professional, Conversational, Urgent, Empathetic, Formal, Casual, Persuasive. You can combine several (e.g. Friendly + Persuasive).

Additional context (optional)

Free-text for anything else: brand guidelines, constraints, offer details, must-include questions, things to avoid, etc.

Tip: Anything you don't specify is filled in with sensible defaults based on your goal and flow type — so a strong Goal plus Flow type already gets you a long way.

Step 2 — Generate

Click Generate. While it runs:

  • The panel shows a live progress step and a spinner.
  • It usually takes about a minute — you can wait on the panel.

If something goes wrong, you'll see Generation failed with a short reason and a Try again option. Common causes are a temporary service hiccup or a connection drop; retrying usually resolves it.

Step 3 — Review the generated flow

When it's done, the panel shows Generation complete.

  • Click View updated flow to load it. Studio switches to Analyze mode so you can see the full structure.
  • Switch to Design mode to edit any node — messages, questions, answer buttons, branches, forms, and links are all standard, editable nodes.

Treat the output as a strong first draft: read it through, adjust copy to your voice, tighten questions, and check that each branch leads somewhere sensible.

Step 4 — Refine or regenerate

  • Edit directly: make changes in Design mode like any hand-built flow.
  • Generate another: reopen Setup and run it again. Your previous inputs are remembered, so you can tweak the brief (e.g. change tone or channel) and regenerate.
  • Improve with Recommendations: once the structure is in place, use Studio Recommendations to optimize specific messages.

When you're happy, Publish the flow as usual to take it live.

Tips for better results

  • Lead with a sharp goal. A specific, outcome-focused goal produces a much better flow than a vague one.
  • Match flow type to intent. Choosing the closest flow type gives the generator the right backbone (quiz vs. lead form vs. guide).
  • Set the channel. A WhatsApp/SMS flow should read very differently from an email flow — telling the AI the channel helps it match length and formatting.
  • Use Additional context for non-negotiables. Put required fields, legal/consent wording, or specific offers here.
  • Iterate. Generate, review, adjust the brief, and regenerate — it's fast and the inputs persist.

Troubleshooting

  • Generate button is disabled: add text to the Goal field — it's the only required input.
  • "Generation failed": click Try again. If it keeps failing, check your connection and retry shortly after.
  • Result isn't quite right: rather than rebuilding by hand, refine the Goal/Additional context and use Generate another, then polish in Design mode.

Stay close to the shift in AI sales

Get product updates and perspective on proactive AI agents, multichannel orchestration, and conversion—without the noise.

Product of the Year Weekly signal on proactive AI sales
Join the newsletter