Flow Builder

Flow Builder is a visual, drag-and-drop conversation flow editor that lets you design AI assistant scripts without writing code. Create multi-step conversation flows by connecting nodes that represent different actions and decision points.

Overview

Flow Builder provides:

• Visual design - Drag-and-drop nodes on a canvas
• Multiple node types - Messages, prompts, actions, and more
• Branching logic - Create different paths based on responses
• Settings panel - Configure agent personality and behavior
• Import/Export - Save and share flows as JSON files

When to Use Flow Builder

- Structured conversation scripts
- Multi-path decision trees
- Complex call flows with branches
- Visual thinkers who prefer diagrams

- Simple, linear conversations
- Highly dynamic AI responses
- Quick prompt iterations
- Text-focused editing

Getting Started

Navigate to **Assistants** and click on the assistant you want to edit.

In the edit form, scroll to the **System Prompt** section and click the **Flow Builder** tab.

Click **Launch Flow Builder**. A full-screen editor will open.

- **Continue with existing** - Edit your current flow
- **Start from scratch** - Begin with just a Start node
- **Start with template** - Load a pre-built flow template

Interface Overview

Canvas Area (Center)

The main workspace where you build your flow:

• Nodes - Drag to reposition
• Connections - Lines showing flow between nodes
• Grid background - Helps with alignment
• Zoom controls - Zoom in/out and fit to view
• Pan - Click and drag on empty space to move around

Bottom Toolbar

Quick actions for managing your flow:

Settings Panel (Right Side)

Configure your assistant's personality and behavior:

• Agent Name - The name your AI will use
• Agent Type - Sales, Support, Survey, etc.
• Language - Spoken language for calls
• Assertiveness - How pushy the AI should be
• Humor - Level of humor in responses
• Variables - Pre-call data fields
• Post-Call Fields - Data to collect after calls

Node Types

Flow Builder has 5 node types, each with a specific purpose:

Start Node (Green)

Speak Node (Blue)

Prompt Node (Purple)

Action Node (Orange)

End Node (Red)

Working with Nodes

Adding Nodes

1. Click + Add Node in the bottom toolbar
2. Select the node type from the dropdown
3. The node appears on the canvas
4. Drag it to your desired position

Connecting Nodes

1. Hover over a node's bottom edge to see the output handle (small circle)
2. Click and drag from the output handle
3. Connect to another node's input handle (top edge)
4. Release to create the connection

Editing Nodes

1. Click on any node to select it
2. The node's properties appear in a panel
3. Edit the text, prompt, or settings
4. Changes save automatically to the canvas

Deleting Nodes

• Select a node and press Delete key, or
• Select a node and click the 🗑️ button in the toolbar

Outcomes (Multiple Paths)

Speak and Prompt nodes can have multiple outcomes - different paths based on how the customer responds.

Adding Outcomes

1. Select a Speak or Prompt node
2. In the properties panel, find Outcomes
3. Click Add Outcome
4. Name the outcome (e.g., "Interested", "Not interested", "Wants callback")

Connecting Outcomes

Each outcome appears as a colored dot at the bottom of the node. Connect each outcome to a different destination node to create branching logic.

Example flow:

[Start] → [Ask about interest]
              ↓
         [Prompt: "Ask if interested"]
              ↓
    ┌─────────┼─────────┐
    ↓         ↓         ↓
[Interested] [Maybe] [Not Interested]
    ↓         ↓         ↓
[Book Demo] [Send Info] [Thank & End]

Settings Panel

Agent Identity

Personality

Variables

Add pre-call data that can be used in your messages:

1. Click Add Variable
2. Enter a Name (e.g., product_interest)
3. Set a Default Value

Use variables in messages with curly braces: {variable_name}

Example: "Hi {customer_name}, I see you were interested in our {product_interest}."

Post-Call Fields

Define data to extract from calls:

1. Click Add Field
2. Enter Name, Type, and Description
3. The AI will attempt to fill these based on the conversation

Types: string, number, boolean

Import/Export

Export Your Flow

1. Open the Settings panel
2. Scroll to the bottom
3. Click Export JSON
4. Save the .json file

Import a Flow

1. Click Import JSON in settings
2. Select your .json file
3. The flow loads on the canvas

Voicemail Settings

Configure what happens when voicemail is detected:

• Voicemail Message - Message to leave if voicemail answers
• End Call on Voicemail - Toggle to automatically hang up on voicemail

Saving Your Flow

Click the Save button in the top-right corner to save your flow to the assistant.

Best Practices

Begin with a basic flow and add complexity gradually. Test at each step.

Prompt nodes give the AI flexibility. Use them for dynamic, context-aware responses.

Before building, sketch the main paths: positive, negative, and neutral responses.

Make test calls covering all paths. Verify each outcome leads to the right destination.

Troubleshooting

- Ensure you're dragging from an **output handle** (bottom) to an **input handle** (top)
- Check that you're not creating a circular connection
- The Start node only has an output, End node only has an input

- Check your internet connection
- Ensure you have at least one node (besides Start)
- Look for any validation errors in the settings panel

- Use Speak nodes for exact wording requirements
- Make Prompt node instructions more specific
- Check that outcomes are clearly defined and connected

Related Resources

• AI Prompt Editor - Chat-based alternative for prompt editing
• System Prompts Guide - Understanding prompt fundamentals
• Testing Your Assistant - How to test your flows