Flow Editor Overview

The Conversational Flow editor is a visual, drag-and-drop tool that lets you design multi-step conversation paths for your Chat Agent. Instead of writing a single prompt, you map out distinct stages of a conversation as nodes (boxes) connected by transitions (arrows), giving you precise control over how your AI agent guides each interaction.

​

When to Use the Conversational Flow

The Conversational Flow engine is ideal when your Chat Agent needs to:

• Follow a structured conversation path (for example, greet, qualify, collect contact info, schedule a meeting).
• Behave differently depending on the visitor’s responses (new prospect vs. existing customer).
• Collect specific information at defined stages before moving on.
• Hand off to a human agent or book a meeting at the right moment.

If your agent only needs a single set of instructions for every conversation, the Single Prompt engine type may be simpler. You choose the engine type when you first create a Chat Agent.

​

How to Access the Flow Editor

1. Navigate to Agents > Chat Agents in the left sidebar.
2. Click on the Chat Agent that uses the Conversational Flow engine type. You can identify it by the label “Conversational Flow” shown beneath the agent name in the list.
3. Select the Flow tab in the top navigation bar of the agent detail page.

The Flow tab is only available for agents created with the Conversational Flow engine type. Single Prompt agents will not display this tab.

​

Anatomy of the Flow Editor

The editor canvas is built around two core concepts:

​

Canvas Controls

At the bottom-left corner of the canvas you will find zoom and navigation controls:

​

Toolbar (Editing Mode)

When you click Start Editing to acquire the edit lock, a toolbar appears above the canvas:

​

Version Control and Editing Lock

The flow editor uses a collaborative editing model:

• Versions — Each published state of your flow is saved as a version (for example, “v2 (current)”). You can view older versions in read-only mode from the Versions tab.
• Edit Lock — Only one team member can edit a flow at a time. Click Start Editing to acquire the lock. When you are finished, click Stop Editing to release it so others can make changes.
• Publish — After saving your flow, click Publish to make the new version live.

​

Tips

• Use Fit View frequently to get a bird’s-eye view of your entire flow, especially after adding new nodes.
• Always Save Flow before leaving the page. The editor will warn you if you try to navigate away with unsaved changes.
• Export your flow before making major changes so you can restore it if needed.
• Release the edit lock when you are done so other team members are not blocked.

​

Next Steps

• Creating and Connecting Nodes — Learn how to add nodes and define transitions.
• Global Nodes and Prompts — Understand nodes that can be reached from anywhere in the flow.
• Flow Node Features — Explore per-node settings like contact collection, meeting scheduling, and more.