Skip to main content
Starting from scratch gives you complete creative freedom. This guide walks you through creating a Conversational Flow agent step by step.
[IMAGE: Empty workflow builder canvas with node palette visible]

​
Step 1: Start Creation

1

Click Create Agent

Find the green Create Agent button in the top right of your dashboard.
[IMAGE: Dashboard showing Create Agent button location]
2

Select 'Start from scratch'

Choose the first option in the modal.
[IMAGE: Modal with “Start from scratch” highlighted]
3

Choose 'Conversational Flow'

Select the Conversational Flow agent type.
[IMAGE: Conversational Flow option with connected nodes icon]
The workflow builder opens with an empty canvas.

​
Step 2: Meet the Workflow Builder

[IMAGE: Full builder screenshot with numbered callouts]

​
Interface Layout

AreaLocationWhat It Does
Toggle TabsTop centerSwitch between Workflow and Settings
Node PaletteLeft panelDrag nodes from here
CanvasCenterYour visual workflow
VariablesRight panelManage flow variables
ControlsBottomZoom, auto-layout, feedback
[IMAGE: Left panel showing all node types]
SectionContents
NodesDefault, Transfer, API Call, End Call, Pre-Call API, Post-Call API
IntegrationsSalesforce (available), Google Calendar, HubSpot, Google Sheets (coming soon)
HelpNeed Help?, Keyboard Shortcuts
[IMAGE: Bottom control bar with zoom and layout buttons]
ButtonFunction
👍Send feedback
↕️Auto-layout (organize nodes)
+Zoom in
−Zoom out

​
Step 3: Build Your First Flow

Let’s create a simple lead qualification flow.

​
Add the Start Node

Every flow begins with a Start Node — it’s added automatically.
[IMAGE: Canvas showing green Start node pill]

​
Add Your First Conversation Node

1

Drag a Default Node

From the Node Palette, drag a Default Node onto the canvas.
[IMAGE: Hand cursor dragging node from palette to canvas]
2

Connect from Start

Drag from the Start node’s handle to your new node.
[IMAGE: Connection line being drawn between nodes]
3

Configure the Node

Click the node to open its settings. Add your prompt:
Hi! Thanks for calling [Company]. I'm here to help 
you find the right solution. To get started, could 
you tell me your name?
[IMAGE: Node settings panel with prompt field]

​
Continue the Flow

Add more nodes for each step in your conversation:
[IMAGE: Canvas showing Start → Greeting → Ask Budget → Ask Timeline]
1

Add 'Ask Budget' Node

Great, {{name}}! What's your approximate budget 
for this project?
2

Add 'Ask Timeline' Node

And when are you looking to get started?
3

Add 'Qualify' Node

Based on responses, determine if lead is qualified.

​
Add an End Node

Every path needs an ending.
1

Drag an End Call Node

From the palette, add an End Call node.
[IMAGE: Red End Call node at end of flow]
2

Configure the Ending

Set the goodbye message:
Thanks so much for your time! We'll be in touch 
within 24 hours. Have a great day!

​
Step 4: Add Branches

Branches let you route conversations based on caller responses.
[IMAGE: Node with two output branches going to different paths]
1

Click a Node

Open the node you want to branch from.
2

Add Conditions

Define what triggers each branch.
[IMAGE: Node settings showing condition inputs]
Condition TypeExample
Text MatchUser says “not interested”
IntentUser expresses budget concern
Variable{{budget}} > 10000
3

Connect Each Branch

Draw connections from each condition to its destination node.
[IMAGE: One node with three output branches to different paths]
Always add a default/fallback branch. Handle unexpected responses gracefully.

​
Step 5: Configure Settings

Click the Settings tab to access agent configuration.
[IMAGE: Top toggle showing Settings tab active]
The Settings tab contains the same options as Single Prompt agents:
Setting AreaWhat to Configure
VoiceSpeech settings, pronunciation, detection
ModelLLM selection, language switching
Phone NumberAssign a number
WebhookEvent notifications
GeneralTimeouts
→ See: Configuring Your Agent

​
Step 6: Test Your Flow

[IMAGE: Modal showing Telephony, Web Call, and Chat options]
1

Click 'Test Agent'

Top right corner of the builder.
2

Choose Test Mode

  • Web Call — Quick browser test
  • Telephony — Real phone experience
  • Chat — Text-only for logic testing
3

Walk Through Your Flow

Test every branch. Try edge cases.
4

Review in Logs

Check Convo Logs to see exactly which nodes were hit.
Test every branch. It’s easy to miss an edge case that breaks the flow.

​
Your Flow is Ready!

[IMAGE: Polished workflow with all nodes connected and organized]
From here you can:

Learn Node Types

Master all available nodes

Advanced Branching

Complex condition logic

Configure Settings

Voice, model, webhooks & more

Deploy to Phone

Assign a real number