Elpidan Dashboard Overview

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Flows

The Flows menu is where you create, organize, and manage all your automations in Elpidan.

 From this section, you can:

• View all your flows in one place
• Create new flows with Flow Builder
• Organize flows into folders
• Search flows by name or trigger keyword
• Open, edit, clone, deactivate, or delete flows

The Flow menu is the main workspace for building and managing your automation system.

👉Read the full Flow Menu guide

Inbox

The Inbox is the central place to monitor conversations, review interactions, and respond to contacts in one view.

From here, you can:

• View all conversations (automated and manual)
• Reply to users directly
• See contact details and interaction history
• Manage tags and custom fields for each contact

👉Read the full Inbox & Live Chat Menu guide

 Contacts

The Contacts menu gives you a complete view of everyone who has interacted with your Instagram account.

From this section, you can:

• View the full list of contacts
• Filter contacts based on tags and custom fields
• Narrow down contacts using multiple filter conditions
• Export the filtered results as an Excel file

The Contacts menu is designed for segmentation, review, and data export, making it easy to work with your audience outside of active conversations.

👉Read the full Contacts Menu guide

Products (Cards)

In the Products menu, you can create reusable cards to use across multiple flows.
Products allow you to manage card content in one place and reuse it wherever needed.

Cards are displayed to users as a horizontally scrollable gallery inside Instagram Direct.

When you update a Product, the changes are automatically applied in all flows where that card is used — no extra steps required.

👉Read the full Products Menu guide

Tags

Tags are labels used to represent a contact’s state or classification.

In the Tags menu, you can create the tags you need based on your business and assigned to contacts automatically through flows or manually from the Inbox.

A contact either has a tag or does not. Tags do not store values.

Tags are commonly used to track progress, segment contacts, and control logic inside flows, making automation clearer and easier to manage.

👉Read the full Tags Menu guide

Custom Fields

Custom Fields are used to store structured data about contacts.
They can hold values such as text, numbers, dates, or true/false states, and are commonly used to save user input, power conditions, and personalize messages.

Custom Fields include both Internal Fields (provided by Elpidan) and user-defined fields that you can create based on your business needs.

In the Custom Fields menu, you can create new fields, as well as assign or update field values automatically in flows or manually from the Inbox.

Custom Fields allow you to build more dynamic and data-driven automation.

👉Read the full Custom Fields Menu guide

Ready-made Templates

The Template Library provides pre-built automation flows that users can install and customize instead of starting from scratch.

Templates are designed to:

• Accelerate setup
• Demonstrate best practices
• Reduce beginner mistakes
• Cover common automation scenarios

Typical workflow:

• Choose a template
• Install the template
• Edit it to match your needs
• Publish the flow
• The flow is now live and ready to use

👉Read the full Template Menu guide

Persistent Menu

The Persistent Menu is a set of buttons that appears in the Instagram Direct Message menu (hamburger menu) and remains available to the user at all times.

You can define up to five buttons, each connected to a specific flow.
When a user taps a button, the linked flow starts automatically for that user.

The Persistent Menu is commonly used for shortcuts such as FAQs, contact options, or important entry points into your flows.

👉Read the full Persistent Menu guide

Ice Breakers

Ice Breakers are a set of buttons shown to users when they start a new conversation in Instagram Direct.

You can define up to four Ice Breaker buttons, each connected to a specific flow.
When a user taps an Ice Breaker, the linked flow starts automatically.

Ice Breakers are commonly used to guide users at the beginning of a conversation, such as starting common questions, collecting information, or directing users to key flows.

👉Read the full Ice Breakers Menu guide

Canned Messages

Canned Messages are pre-written messages that can be reused across different interactions.

They support two main use cases:

Manual replies in the Inbox
Canned Messages can be selected and customized when replying to conversations manually in the Inbox.

Automated public comment replies
Canned Messages can be used as randomized replies when responding to comments automatically through comment triggers.

Canned Messages help ensure faster responses, consistent messaging, and less repetitive manual work.

👉Read the full Canned Messages Menu guide