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Using the Workflow Editor

The canvas is where a workflow is drawn. Each node's own settings are in the node reference.

chatleadr Check an order Bot: Patio Warehouse · Workflow Editor Actions Start FlowStart NodeChatbot Trigger Look up the orderAPI RequestGET /orders/:number SendAPIFormDecisionFunctionWaitWebhookMenuEnd Look up the order Method GET URL https://api.example.com/… Headers (JSON) Done 1 Header: name, save, close 2 Canvas: drag to pan 3 Palette and zoom 4 Properties, for the selected node
The four regions of the editor. Everything you do to a node happens in the panel on the right; everything you do to the canvas happens with the pointer.

Save Before a Large Change#

The editor has no undo. Deleting a node, deleting a wire, and dropping a wire onto a port that already had one all take effect at once, and nothing asks you to confirm.

The workflow on the server is whatever you last saved, so save with Actions → Save Flow before a large change.

Add a Node#

Click a node type in the palette. The node appears in the middle of the current view, selected. Click its gear to open its settings.

A workflow starts with one Start node on the canvas, and the palette does not add another. Drag a node by anywhere except its gear to move it.

Connect Two Nodes#

Press on an output port, the dot beside each way out of a node, and drag it onto the target card, which highlights while you are over it.

Look up the orderAPI RequestGET /orders/:number Give them the statusChat MessageOrder order_number ships… Drop anywhere on the card, not only on the dot What the canvas allows One wire per output port. Connecting a port that already has one replaces it, silently. One wire per pair of nodes. The second is refused. Nothing connects into Start. It has no input port. A wire back to an earlier node is allowed, and warned about.
Dropping a wire anywhere on a node connects it. A port already carrying a wire keeps only the new one.

Four rules apply:

  • One wire per output port. A second wire dropped on a port that already has one silently removes the first.
  • One wire per pair of nodes. The same two nodes cannot be joined twice; the target stops highlighting to say so.
  • Nothing connects into the Start node. It has no input port.
  • A wire may point backwards. Connecting to an earlier node builds a loop. See execution limits.

Delete a Node or a Connection#

To delete a node, open its properties panel with the gear, then click the red trash button. Every wire attached to the node goes with it. The Start node cannot be removed and has no delete button.

Delete a node Say helloChat MessageHi there! 1 Click the gear on the node Done 2 Then the trash button in the panel footer
Deleting a node. It goes through the node’s own properties panel, not the canvas.

To delete a connection, click the wire, then the round red button on it.

Delete a connection FirstChat MessageNot configured BookedEnd Node 1 Click the wire; it thickens to show it is selected 2 Click the red button at its midpoint
Deleting a connection. It is selected and removed on the canvas, without opening either node.

Save the Workflow#

Actions → Save Flow writes the workflow as it stands, and it is the only control that saves anything. A node's settings apply to the canvas as you edit them, and Done in the properties panel closes the panel.

One dialog can appear on save: "Saved, but this lead will arrive empty". It names the lead fields nothing in the workflow sets. The workflow is saved either way. See how a lead is captured.

Read the Warning Badges#

Four badges can appear as you draw. None blocks saving:

  • Missing Connections: a node has no outgoing wire, or a Decision node has a port left unwired.
  • Infinite Loop Detected: the wires contain a cycle. It replaces Missing Connections.
  • Form fields the assistant can read: an End node shares a payload naming a form field, which the assistant can repeat in the chat.
  • Message may never arrive: a message follows a delay of more than 24 hours, which WhatsApp and Instagram refuse.
Missing Connections You have un-connected node ports. TheChatbot relies on End Nodes to know when aworkflow finishes. Infinite Loop Detected This flow contains a cyclical loop. Theengine enforces a maximum of 100 stepsbefore it kills the workflow. Form Fields Shared With the AI email, phone in Ask for their details. The assistant canread these and may repeat them in the chat.
The three badges. The first two describe a workflow that will misbehave; the third describes one that works exactly as drawn and shares personal data doing it.

Pan and Zoom#

The canvas answers four pointer gestures:

  • Drag empty canvas to pan.
  • Scroll or swipe with two fingers to pan, not zoom.
  • Hold Ctrl and scroll to zoom.
  • Click empty canvas to clear the selection and close the properties panel.

The palette's magnifier buttons also zoom. The canvas has no keyboard shortcuts.

Common Questions#

Can I Undo a Deletion?#

No. The editor keeps no history. The version you can return to is the one you last saved: Close Editor, then open the workflow again.

Why Did My Connection Disappear When I Drew a New One?#

The new wire left from a port that already had one. A port carries a single connection, and the new one replaces the old without asking. Check the port you dragged from.

Can I Delete the Start Node?#

No. Its properties panel has no delete button and the palette has no Start button, so a workflow keeps one entry point.

Does Moving Nodes Change How the Workflow Runs?#

No. Position is saved so the canvas looks the same when you return, and the engine reads the connections.

Why Is a Port Dot Hollow?#

Hollow means nothing is connected to it. A run that reaches a hollow port ends there, silently, and is recorded as completed.