Builder Tools

The conversational flow builder provides a comprehensive set of tools to help you create, organize, test, and configure your flows efficiently.

Available Tools

Tool	Description	Location
Auto-Layout	Automatically organize nodes in the canvas	Left panel
Copy & Paste	Duplicate nodes and their connections	Left panel / Keyboard
Key Points	Star the nodes support agents resume conversations at	Node options menu
Import & Export	Save and load flows as JSON files	Settings menu
Test Flow	Test the flow on a channel and check channel compatibility	Top bar
Versions	Browse and restore earlier versions of the flow	Top bar
Publish	Promote the draft to the active version, through the publish gate	Top bar
Variables	Declare the flow's variables and their types	Bottom center
Templates	Apply a ready-made flow or a sub-flow to the canvas	Bottom center
Web Settings	Customize the chatbot appearance	Settings menu
AI Assistant	AI-powered helper for building flows	Bottom-right button
Flow Relationships	See how your flows chain together: groups, entries, paths and ends	Bot Builder, Relationships view

Tool Locations

The builder interface organizes tools across different areas:

Left Panel (Canvas Tools)

Located on the left side of the canvas:

Add Nodes (+) - Open the node palette
Pointer Mode - Toggle selection mode
Sticky Notes - Add documentation notes
Copy/Paste - Duplicate selected nodes
Auto-Layout - Organize nodes automatically
Zoom In/Out - Adjust canvas zoom

Top Bar

Located at the top of the editor:

Test Flow - Open the test dialog: pick a channel, check which nodes it cannot run, and start a test conversation or open the test link
Preview - Open the version you are editing in the web portal
Versions - View version history, open an earlier version and restore it as a new draft
Publish - Validate and publish the draft
Settings - Open web configuration

Bottom Center

Variables - Manage flow variables
Templates - Open the Templates panel

The main button reads Publish while you are on a draft. Pressing it validates the flow twice, in the editor and in the engine that will run it. Only rules that would provably break a real conversation block the publish; everything else is shown as a warning and the publish goes through. Blocking errors are painted on their nodes and listed in the error panel at the bottom of the canvas. The full list of what blocks and what only warns is in Publish Gate.

Saving needs no button: the editor autosaves the draft while you work, with errors and all.

Versions

Versions opens the history of the flow: the draft you are editing, the published version and the older ones. Opening an earlier version loads it on the canvas so you can compare or restore it. While you are looking at a version other than the one you are editing, the Variables panel is read-only: you can see what that version declared, but changes are only accepted on the draft.

Templates

The Templates panel offers ready-made flows and sub-flows you can drop on the canvas. Applying one lays out its nodes, keeps your flow's own Start node and reconnects the template to it, so the flow still has exactly one Start. The template's variables are merged into the ones the flow already declares: a variable you had declared is kept, and the template's are added next to it. Nothing is lost by applying a template.

Flow Notices

The natural next stop after the editor is Flow Notices, under Conversational in the sidebar. It groups the notices your bots left in real conversations by flow and node, and each row links back here: Open node in editor opens the flow so the editor centers on the node and opens its configuration panel. The same link appears on each notice in the Chat notices panel.

Keyboard Shortcuts

Shortcut	Action
`Ctrl + C`	Copy selected nodes
`Ctrl + V`	Paste copied nodes
`Delete`	Delete selected nodes
`Shift + Click`	Add node to selection
`Drag`	Select multiple nodes

Quick Tips

Use Auto-Layout after adding many nodes to keep your flow organized
Copy & Paste works across different flows in the same browser session
Test your flow on the channel you will use before publishing; the dialog tells you which nodes that channel cannot run
Read the warnings the gate shows even when it lets you publish; each one becomes a notice when it happens in a real conversation
Export your flow as backup before making major changes