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The workflow editor lets you build a conversation flow by dragging nodes onto a canvas, connecting them, and configuring each step in a side panel. Changes are saved automatically as you work.

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Create a workflow

  1. Go to Dashboard => YOUR_APP => AI Agent.
  2. Open the Workflow Agent you want to add a workflow to.
  3. Click the Chat Workflows tab.
  4. Click Create (the button reads Create Workflow on the empty state).
  5. Enter a name for the workflow and confirm.
The workflow is created in draft state and appears in the workflows list. Click Edit next to it to open it in the editor.
New Workflow

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Editor layout

The editor has three main areas:
AreaWhat it does
Canvas (centre)Your workflow graph. Drag nodes here, click a node to select it, and drag from a node’s output port to connect it to the next node.
Node palette (left)All available node types organised into groups. Drag any node onto the canvas to add it.
Node Settings (right)Configuration panel for the currently selected node. Configure its message, options, variables, and behaviour here.
The editor auto-saves your changes. You do not need to click a Save button while editing — focus on building the flow.
Workflow example

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Import and export

You can share or back up a workflow as a JSON file. Both actions live in the editor toolbar, so open a workflow first.
  • To export: open the workflow and click the Export icon in the editor toolbar. The JSON file is downloaded to your device.
  • To import: open a workflow, click the Import icon in the editor toolbar, and select a previously exported JSON file. The imported graph replaces the canvas of the currently open workflow.
Importing overwrites the currently open workflow’s canvas. The change is auto-saved as the draft working copy — review and publish it before activating.

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Publish a workflow

Publishing makes a workflow available to be activated for live conversations. Before you can publish, every node must meet the following requirements:
  • Every node must be connected — no isolated nodes on the canvas.
  • Every node must be reachable — each node needs an incoming connection, with no orphaned nodes that nothing links to.
  • Every path must ultimately reach an End node — no open output ports.
If any requirement is not met, the editor highlights the problem and prevents publishing. To publish a workflow:
  1. Finish building and configuring all nodes.
  2. Click Publish in the editor toolbar.
  3. Resolve any validation errors shown, then click Publish again.
Workflow error
When you edit a published workflow, your changes are auto-saved to a draft working copy. Your live agent keeps using the previously published version until you click Publish again. If the workflow is already active, you do not need to reactivate it after re-publishing.

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Activate a workflow

Only one workflow per agent can be active at a time. Activating a workflow makes it the one that runs for all new conversations on that agent.
  1. Go to the Chat Workflows tab of the Workflow Agent.
  2. Find the published workflow you want to make live.
  3. Toggle the Status switch to Active.
The previously active workflow (if any) is automatically deactivated.
Several Workflows
Publish your workflow before activating it. Activating a workflow that has never been published leaves live conversations with no flow to run.

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Preview and test

You can test your workflow without affecting live users.
  • Click Preview in the editor toolbar to open the embedded chat widget and interact with the workflow as a user would.
  • Use the AI Agent Tester (available from the agent’s main settings) to run through the flow and inspect how each node responds.
Preview Workflows
Live Chat handover nodes are simulated in preview — no real agent is notified. See Variables, branching & testing for full testing guidance.