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
Use variables in any prompt with {{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 DeleteDelete selected Cmd/Ctrl + ZUndo Cmd/Ctrl + Shift + ZRedo EscapeDeselect
Next
Node Types Every node and how to configure it
Conditions & Branching Create paths based on responses
