Skip to main content
The workflow builder is your visual studio for creating conversation flows. Drag, drop, connect, and design exactly how your agent should guide callers.
[IMAGE: Full workflow builder with an example flow, all areas visible]

​
Interface Overview

[IMAGE: Left panel showing all node types and sections]
The left panel contains everything you can add to your flow:Nodes Section
NodeIconQuick Description
Default🔷Conversation step
Transfer Call📞Handoff to human
API Call⬆️External data request
End Call✂️Terminate conversation
Pre-Call API🔵🟠Load data before call
Post-Call API🟠🔵Send data after call
Integrations Section
IntegrationStatus
SalesforceAvailable
Google CalendarComing Soon
HubSpotComing Soon
Google SheetsComing Soon
Help Section
  • Need Help? (expandable)
  • Keyboard Shortcuts (expandable)

​
Working with Nodes

​
Adding Nodes

[IMAGE: Animation-style showing node being dragged from palette]
1

Find the Node

Locate the node type in the left palette.
2

Drag to Canvas

Click, hold, and drag onto the canvas.
3

Release to Place

Let go where you want the node.

​
Connecting Nodes

[IMAGE: Line being drawn from one node to another]
1

Find the Handle

Each node has connection handles (small circles on edges).
2

Drag the Connection

Click and drag from an output handle.
3

Drop on Target

Release on another node’s input handle.
Connections flow top to bottom and left to right by convention. Auto-layout helps maintain this.

​
Configuring Nodes

[IMAGE: Selected node with configuration panel visible]
Click any node to open its settings. Each type has different options:
Node TypeConfiguration Options
DefaultPrompt text, output branches, conditions
TransferPhone number, transfer type, messages
API CallEndpoint, headers, body, response mapping
End CallClosing message

​
Deleting Nodes

[IMAGE: Node selected with delete indication]
  1. Select the node (click on it)
  2. Press Delete or Backspace
  3. Confirm if prompted
Deleting a node also removes all its connections. Make sure to reconnect orphaned nodes.

​
Moving Nodes

Simply drag any node to reposition it on the canvas.
[IMAGE: Node being dragged to new position]
After moving nodes manually, click Auto-layout to clean up the arrangement.

​
Working with Connections

​
Understanding Connections

[IMAGE: Close-up of a connection line with labels]
Connections define the conversation path:
  • Lines show flow direction
  • Arrows indicate where the conversation goes next
  • Labels can show condition names

​
Editing Connections

[IMAGE: Connection line being redirected]
ActionHow
RemoveClick connection → Delete
RedirectDelete and create new
Add labelConfigure in source node’s branch settings

​
Branch Connections

A single node can have multiple output connections for branching:
[IMAGE: One node with three outgoing connections to different targets]
→ Learn more: Conditions & Branching

​
Best Practices

[IMAGE: Side-by-side of organized flow vs tangled flow]
  • Use Auto-layout regularly
  • Flow top-to-bottom, left-to-right
  • Group related nodes visually
  • Don’t cross lines if avoidable
[IMAGE: Nodes with clear names like “Ask Budget” vs generic “Step 3”]
Good NamesBad Names
”Verify Identity""Step 1"
"Budget Question""Node 5"
"Transfer to Sales""Transfer”
Don’t wait until the flow is complete to test. Validate each section:
  1. Build a few nodes
  2. Test that section
  3. Continue building
  4. Test the new section
  5. Repeat
Before building, sketch out:
  • What questions lead to branches?
  • What are all possible answers?
  • Where does each path end?

​
Keyboard Shortcuts

[IMAGE: Shortcuts help panel expanded]
ShortcutAction
Delete / BackspaceDelete selected
Cmd/Ctrl + ZUndo
Cmd/Ctrl + Shift + ZRedo
Cmd/Ctrl + ASelect all
EscapeDeselect

​
Next Steps

Node Types Reference

Understand every node type

Conditions & Branching

Create complex conversation paths