The flow editor is the canvas where an agent's conversation takes shape. Steps run from the top down; each step has a card, and the lines between cards are the order the conversation follows.
Find your way around
Open an agent with Edit flow on the Agents page. The top bar holds:
- 1Steps
- 2Publish
- The agent's name — select it to rename the agent.
- A status, Active or Paused, and a save indicator: Saving… while you edit, then Saved with the time.
- A Content language switch, EN or AR. Text you type applies to the language selected, so switch to write the Arabic version of each message.
- Assistant, Test, Preview and Publish. Assistant appears only when the assistant is available to you. Test needs permission to run agents (
builder.bots:trigger).
Under it, the tabs Build, Design, Share and Analyze move between the stages of an agent. Beside them are the issues button, zoom controls, Undo and Redo.
The canvas opens on the Trigger card, labelled Start this flow when. Select it to see how the flow starts; see Webhook and schedule triggers.
Add a step
- 1Steps
- 2Search steps and apps
Select the + at the end of the flow, or on a line between two cards. You can also right-click empty canvas.
In the picker titled What happens next?, choose a family on the left — Conversation, Ask & collect, AI, Control flow, or any app — or type in the search box. The search covers steps and apps together.
Select the step. It lands on the canvas and its panel opens on the right.
The right-click menu also offers Paste. Every step is described in the Steps reference.
Fill in a step
Select a card to open its inspector. At the top you can set a Step name, add a Description and a Tag, and turn the step off. A turned-off step is skipped: the flow carries on to what comes next and the step is not counted in analytics. Press D to toggle it.
Anywhere you can type text, the Insert a variable button adds a token such as {{order_number}}. A step that saves a reply names the variable in a Saves to field; a later step reads it back.
Connect steps and branches
Steps with several outcomes have several outlets: a Selection has one per option, a Router one per branch plus Otherwise, an AI step has a success path and an error path. Each unwired outlet shows a + to add the next step.
- 1Remove
To change the order, drag a card; its whole block moves with it.
Go back to an earlier step
To re-ask a question or retry, drag an unwired outlet's + onto an earlier step. A dashed line with an arrow shows the new connection. Only certain earlier steps accept it: the ones every path to that point passes through. Select the × on the dashed line to remove it. This is the only connection you can delete directly.
Edit faster
| Action | Shortcut |
|---|---|
| Undo / redo | Ctrl+Z / Ctrl+Shift+Z |
| Copy / paste | Ctrl+C / Ctrl+V |
| Select all | Ctrl+A |
| Delete selected | Delete |
| Turn selected steps off or on | D |
On a Mac use Cmd in place of Ctrl.
Your work saves itself
There is no Save button. The editor keeps a copy in your browser and a shared draft on the server, a few seconds after your last change.
- If saving to the server fails, a banner says your changes are kept in this browser and it will keep trying. If it says you do not have permission to save, ask an admin for
builder.bots:write. - If someone else changed the draft, in another tab or by another person, you see This flow changed somewhere else. Select Reload to load their version; your canvas is kept as a backup you can restore.
- When the assistant changes the flow, the canvas updates by itself and shows Updated by the assistant. If you had unsaved edits, you choose Restore my version or Keep the assistant's version. See Build with the assistant.
- Earlier versions on this device lists those backups with a Restore link.
Saving a draft never changes what customers see. That happens only when you publish.