Workflow Builder

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The workflow builder is where you design your conversation. Drag nodes onto the canvas, connect them with branches, and see your entire flow at a glance.


The Interface

Workflow builder

The workflow builder
AreaLocationPurpose
Node PaletteLeft panelAll available node types to drag onto canvas
CanvasCenterYour visual workspace
Node ConfigRight panelSettings for the selected node
VariablesTop right buttonManage flow-wide variables
ControlsBottomAuto-layout, zoom, feedback

Adding Nodes

  1. Find the node type in the left palette
  2. Drag it onto the canvas
  3. Release where you want it placed

Every flow starts with a Start node (the green pill). Connect your first node to Start to begin the conversation.


Connecting Nodes

  1. Hover over a node to see connection handles (small circles)
  2. Drag from an output handle
  3. Drop onto another node’s input handle

Connections show conversation flow. When a node finishes, the conversation moves to the connected node.


Configuring Nodes

Click any node to open its settings in the right panel. Each node type has different options:

NodeKey Settings
DefaultName, Prompt, Branches, Uninterruptible toggle
API CallMethod, URL, Headers, Body, Response extraction
Transfer CallPhone number, Transfer type, Warm transfer messages
End CallClosing message

Variables Panel

Click Variables (top right) to manage variables:

TabContents
User DefinedVariables you create
SystemPlatform-provided (caller_phone, call_duration, etc.)
APIValues extracted from API responses

Use variables in any prompt with {{variable_name}} syntax.


Canvas Controls

ControlFunction
Auto-layoutAutomatically organize nodes
Zoom +/-Adjust view
PanClick and drag empty space

Use Auto-layout often. It keeps your flow readable as it grows.


Keyboard Shortcuts

ShortcutAction
DeleteDelete selected
Cmd/Ctrl + ZUndo
Cmd/Ctrl + Shift + ZRedo
EscapeDeselect

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