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The Stage Builder is an AI-powered assistant that helps you create and modify flows using natural language. Describe what you want, and the AI suggests nodes, connections, and configurations.

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Overview

Instead of manually dragging nodes and configuring settings, you can:
  • Describe your flow in plain language
  • Get AI-generated node suggestions
  • Receive configuration recommendations
  • Iterate quickly with conversational feedback

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Accessing Stage Builder

In the Flow Builder:
  1. Click the AI Chat icon in the left sidebar
  2. The Stage Builder panel opens
  3. Type your request in the chat input

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Using Stage Builder

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Starting a New Flow

Describe what you want your agent to do: 
User: I need an agent that handles appointment scheduling.
      It should greet the caller, collect their name and
      preferred date, check availability, and book the appointment.

AI: I'll help you create an appointment booking flow. Here's what I suggest:

    1. Start Node - Greeting the caller
    2. Data Extraction - Collect name and preferred date
    3. Calendar Booking - Check availability and book
    4. End Call - Confirm the booking

    Should I create these nodes for you?

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Modifying Existing Flows

Ask for changes to your current flow: 
User: Add a human transfer option if the customer asks to
      speak with a person.

AI: I'll add a Human Transfer node. Where should the transition
    from? The main Conversation node?

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Getting Suggestions

Ask for advice on flow design: 
User: What's the best way to handle customers who don't
      have their order number?

AI: You could:
    1. Offer to look up by email address
    2. Ask for phone number used for the order
    3. Transfer to a human agent

    Want me to add an alternative lookup path?

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Example Conversations

User: Create a customer support agent for a software company.

AI: I'll create a support flow. Here's the structure:

    Start → Greeting
    ↓
    Conversation → Main Support Handler
    (with transitions for):
    - Technical issues → Tech Support node
    - Billing questions → Billing node
    - Human transfer → Transfer node
    - End conversation → End Call

    I'll also suggest:
    - Knowledge base for product docs
    - Data extraction for ticket number
    - Sentiment-based escalation

    Should I build this?

User: After collecting the issue type, I want to route
      technical issues differently from billing issues.

AI: I'll add an If/Else node after your Data Extraction:

    Data Extraction
    ↓
    If/Else
    ├── issue_type == "technical" → Tech Support
    ├── issue_type == "billing" → Billing Support
    └── Default → General Support

    Creating these nodes now...

User: Can you improve the prompt for my main conversation node?

AI: Looking at your current prompt, I suggest:

    Current:
    "Help customers with questions"

    Improved:
    "You are a customer support specialist for Acme Software.

    - Answer questions about our products
    - Help troubleshoot common issues
    - Look up information in the knowledge base
    - If you can't resolve the issue, offer to transfer

    Stay friendly, concise, and solution-focused."

    Should I apply this update?

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Capabilities

The Stage Builder can:
ActionDescription
Create nodesAdd new stages to your flow
Configure nodesSet prompts, variables, transitions
Connect nodesCreate edges between stages
Suggest improvementsRecommend better configurations
Explain conceptsClarify how features work
Debug flowsHelp identify issues

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Tips for Effective Use

Be Specific

“Add a node that collects the customer’s order number and validates it’s in format XX-123456”

Provide Context

“This is for a restaurant reservation system where we need table size and time preference”

Iterate

“That’s good, but also add a fallback if they don’t have a reservation”

Ask Questions

“What’s the best way to handle callers who are upset?”

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Starting Fresh

Click New Chat to reset the conversation. This:
  • Clears previous context
  • Starts a fresh assistant session
  • Does not affect your flow (unsaved suggestions are lost)

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Best Practices

Describe the overall flow before diving into details. This gives the AI context for better suggestions.
The AI provides good starting points, but always review and adjust to match your exact needs.
Stage Builder is great for rapid prototyping. Build quickly, then refine manually.
Use AI for the initial structure, then fine-tune with direct node editing.

Flow Canvas

Manual flow building

Conversation Stage

Configure conversation nodes

Quick Start

Build your first agent