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
| Area | Location | Purpose |
|---|
| Node Palette | Left panel | All available node types to drag onto canvas |
| Canvas | Center | Your visual workspace |
| Node Config | Right panel | Settings for the selected node |
| Variables | Top right button | Manage flow-wide variables |
| Controls | Bottom | Auto-layout, zoom, feedback |
Adding Nodes
- Find the node type in the left palette
- Drag it onto the canvas
- 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
- Hover over a node to see connection handles (small circles)
- Drag from an output handle
- 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:
| Node | Key Settings |
|---|
| Default | Name, Prompt, Branches, Uninterruptible toggle |
| API Call | Method, URL, Headers, Body, Response extraction |
| Transfer Call | Phone number, Transfer type, Warm transfer messages |
| End Call | Closing message |
Variables Panel
Click Variables (top right) to manage variables:
| Tab | Contents |
|---|
| User Defined | Variables you create |
| System | Platform-provided (caller_phone, call_duration, etc.) |
| API | Values extracted from API responses |
{{variable_name}} syntax.
Canvas Controls
| Control | Function |
|---|
| Auto-layout | Automatically organize nodes |
| Zoom +/- | Adjust view |
| Pan | Click and drag empty space |
Use Auto-layout often. It keeps your flow readable as it grows.
Keyboard Shortcuts
| Shortcut | Action |
|---|
Delete | Delete selected |
Cmd/Ctrl + Z | Undo |
Cmd/Ctrl + Shift + Z | Redo |
Escape | Deselect |
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