Canvas Overview
The Flow Builder interface consists of four main areas:Node Palette (Left Sidebar)
The node palette contains all available stage types organized by category:| Category | Stages |
|---|---|
| Conversation | Conversation, Data Extraction |
| Logic | If/Else |
| Actions | Human Transfer, Calendar Booking |
| Call Control | End Call |
The Start node is automatically created when you create a new flow agent. Each flow must have exactly one Start node.
Canvas Area (Center)
The main workspace where you build your flow:- Drag & Drop: Drag nodes from the palette onto the canvas
- Pan: Click and drag on empty space to move around
- Zoom: Use scroll wheel or pinch to zoom in/out
- Select: Click nodes or edges to select them
- Multi-select: Hold Shift and drag to select multiple items
Property Panel (Right Sidebar)
When you select a node, the property panel shows its configuration options:- Stage-specific settings
- Transitions configuration
- Knowledge base attachment
- Advanced options
Toolbar
The top toolbar provides quick actions:| Button | Action |
|---|---|
| Save | Manually save the current flow |
| Undo | Undo last change (Ctrl/Cmd+Z) |
| Redo | Redo undone change (Ctrl/Cmd+Shift+Z) |
| Test | Open the test panel |
| Active | Toggle agent activation status |
| Settings | Open global settings |
Working with Nodes
Adding Nodes
- Locate the desired stage type in the left palette
- Click and drag the node onto the canvas
- Release to place the node at the desired position
Connecting Nodes
Nodes have handles (small circles) for creating connections:- Source handle (bottom): Where connections originate
- Target handle (top): Where connections arrive
- Click on a source handle
- Drag to the target handle of another node
- Release to create the connection
Selecting Nodes
- Single select: Click on a node
- Multi-select: Shift+drag to create a selection box
- Deselect: Click on empty canvas space or press Escape
Deleting Nodes
- Select the node and press Delete or Backspace
- Or right-click and select “Delete”
Working with Edges (Connections)
Edge Types
Edges represent transitions between stages. They can be:- Unconditional: Always follows this path (solid line)
- Conditional: Follows when condition is met (dashed line)
Edge Labels
Edges display their transition condition as a label. Click the label to edit the condition.Deleting Edges
- Click on an edge to select it
- Press Delete or Backspace
Canvas Controls
Keyboard Shortcuts
| Shortcut | Action |
|---|---|
Ctrl/Cmd + Z | Undo |
Ctrl/Cmd + Shift + Z | Redo |
Ctrl/Cmd + S | Save |
Delete / Backspace | Delete selected |
Escape | Deselect all |
Zoom Controls
- Scroll wheel: Zoom in/out
- Pinch gesture: Zoom on trackpad
- Fit view: Double-click on empty space to fit all nodes in view
Auto-Layout
Click the Auto Layout button to automatically arrange nodes in a clean left-to-right flow. This is useful when your flow becomes complex.Node States
Nodes display different visual states:| State | Appearance |
|---|---|
| Default | Normal node with type-specific color |
| Selected | Highlighted border |
| Active (Testing) | Purple glow animation |
| Invalid | Red border with warning icon |
Auto-Save
The canvas automatically saves your changes:- Changes are debounced (2-second delay after last edit)
- Manual save is always available via toolbar or Ctrl/Cmd+S
- Save status indicator shows: Saved, Saving, or Error
- Local backup stored in browser for recovery
Best Practices
Keep flows readable
Keep flows readable
- Use descriptive node names
- Arrange nodes left-to-right or top-to-bottom
- Use Auto Layout for complex flows
- Group related stages together
Start simple
Start simple
- Begin with the main conversation path
- Add edge cases and branches after the happy path works
- Test incrementally as you build
Use meaningful transitions
Use meaningful transitions
- Write clear, specific conditions
- Test each transition path
- Always have a default path for unexpected inputs