Quickstart

Create and deploy your first conversational flow in minutes.

Prerequisites

A Mach Five Magnet account (sign up at machfivemagnet.com)
Access to your website’s HTML or a tag manager (Google Tag Manager recommended)

Step 1: Create a Flow

Log in to the Mach Five Magnet dashboard
Click New Flow to open the visual editor
Start with a template or build from scratch

Tip

Start with the Lead Qualification template. It’s the most popular starting point and shows off branching logic well.

Step 2: Configure Your Nodes

The visual editor uses a node-based system:

Message nodes display text to the visitor
Question nodes collect input (text, email, choice)
Branch nodes route visitors based on their responses
Action nodes trigger integrations or tag leads

Start → Welcome Message → "What brings you here?"
                              ├── "Pricing info" → Show plans → Collect email
                              ├── "Schedule demo" → Calendar → Confirm
                              └── "Just browsing" → Resource link → Soft CTA

Step 3: Choose a Display Format

Select how your flow appears to visitors:

Format	Best For
Chat bubble	Always-available bottom-corner widget
Embedded	In-content placement for landing pages
Pop-up modal	High-visibility center-screen overlay
Slide-out panel	Side drawer for detailed conversations

Step 4: Install the Snippet

Add the Mach Five Magnet snippet to your website:

<script src="https://cdn.machfivemagnet.com/magnet.js"
        data-flow-id="your-flow-id"
        async></script>

Note

The snippet is lightweight and loads asynchronously. It won’t slow down your page.

Platform-Specific Guides

WordPress: Use our plugin or paste the snippet in your theme’s footer
Shopify: Add to theme.liquid before the closing </body> tag
Google Tag Manager: Create a Custom HTML tag with the snippet

Step 5: Go Live

Toggle your flow from Draft to Live in the dashboard
Visit your website to verify the flow appears
Submit a test response to confirm data capture

Warning

Make sure draft = false is set in your flow settings before going live. Draft flows are only visible to logged-in team members.

What’s Next

Learn about Concepts to understand flows, nodes, and triggers in depth
Check the API Reference for programmatic integration