Overview
The Flow Builder offers:- 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 the agent’s personality and behavior
- Import/Export – Save and share flows as JSON files

When to Use the Flow Builder
Use the Flow Builder for
- Structured conversation scripts
- Multi-path decision trees
- Complex call flows with branching
- Visual thinkers who prefer diagrams
Use the Classic Editor for
- Simple, linear conversations
- Highly dynamic AI responses
- Rapid prompt iterations
- Text-focused editing
Getting Started
Find the Flow Builder
Scroll to the System Prompt section in the edit form and click the Flow Builder tab.
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 empty space to move around
Bottom Toolbar
Quick actions for managing your flow:| Button | Action |
|---|---|
| ⚡ Auto Layout | Arrange nodes neatly automatically |
| 📋 Duplicate | Copy the selected node |
| 🗑️ Delete | Remove selected node or connection |
| + Add Node | Add a new node to the canvas |
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 persistent 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
The Flow Builder includes 5 node types, each serving a specific purpose:
Start Node (Green)
Start Node
The entry point of every conversation. Each flow must have exactly one start node.Properties:
- Greeting – The first message when the call begins
Speak Node (Blue)
Speak Node
Outputs a predefined message exactly as specified. Use this node when you need precise wording.Properties:
- Text – The exact message to be spoken
- Outcomes – Different paths based on customer response
Prompt Node (Purple)
Prompt Node
Gives the AI instructions on how to respond. More flexible than Speak nodes — AI generates context-aware replies.Properties:
- Prompt – Instructions for the AI
- Outcomes – Different paths based on response categories
Action Node (Orange)
Action Node
Performs special actions during the call.Action Types:
- Call Forward – Forward to another number
- Schedule Appointment – Book via a linked calendar
- Custom Action – Trigger a custom mid-call tool
End Node (Red)
End Node
Ends the call or transfers to another destination.End Types:
- End Call – Hang up with a closing message
- Forward Call – Forward to a phone number
- Agent Transfer – Hand off to another assistant
Working with Nodes
Adding Nodes
- Click + Add Node in the bottom toolbar.
- Select the node type from the dropdown menu.
- The node appears on the canvas.
- Drag it to your desired position.
Connecting Nodes
- Hover over the bottom edge of a node to reveal the outbound port (small circle).
- Click and drag from the outlet.
- Connect it to the inbound port on the top edge of another node.
- Release to create the connection.
Editing Nodes
- Click any node to select it.
- Its properties show up in a panel.
- Edit text, prompt, or settings as needed.
- Changes are saved automatically on the canvas.
Deleting Nodes
- Select a node and press the Delete key, or
- Select a node and click the 🗑️ button in the toolbar.
Outcomes (Multiple Paths)
Speak and Prompt nodes can have multiple outcomes – separate paths depending on the customer’s response.Adding Outcomes
- Select a Speak or Prompt node.
- In the properties panel, find the Outcomes section.
- Click Add Outcome.
- Name the outcome (e.g., “Interested”, “Not interested”, “Request callback”).
Connecting Outcomes
Each outcome appears as a colored dot at the bottom edge of the node. Connect each outcome to a target node to create branching logic.
Settings Panel

Agent Identity
| Setting | Description |
|---|---|
| Agent Name | Name the AI uses to introduce itself |
| Agent Type | Preset personality: Sales, Support, etc. |
| Language | Primary language for the conversation |
Personality
| Setting | Options | Description |
|---|---|---|
| Assertiveness | Low / Medium / High | How persistent the AI is |
| Humor | Off / Low / Medium / High | Level of humor in replies |
Variables
Add pre-call data that can be used in your messages:- Click Add Variable.
- Enter a Name (e.g.,
product_interest). - Set a Default Value.
{variable_name}
Example: “Hello , I see you have shown interest in our .”
Post-Call Fields
Define data to be extracted from calls:- Click Add Field.
- Enter Name, Type, and Description.
- The AI will try to fill these fields based on the conversation.
string, number, boolean
Import/Export
Exporting Your Flow
- Open the settings panel.
- Scroll down.
- Click Export JSON.
- Save the
.jsonfile.
Importing a Flow
- In settings, click Import JSON.
- Select your
.jsonfile. - The flow will load on the canvas.
Voicemail Settings
Configure what happens when voicemail is detected:- Voicemail Message – Message to leave when voicemail answers
- End call on voicemail – Toggle to hang up automatically on voicemail
Saving Your Flow
Click the Save button in the top right to save your flow within the assistant.The flow is stored as JSON in your assistant’s system prompt field. When you switch to the Classic Editor, you will see the raw JSON data.
Best Practices
Start Simple
Begin with a simple flow and gradually add complexity. Test at each step.
Use Prompt Nodes
Prompt nodes give the AI flexibility. Use them for dynamic, context-aware responses.
Plan Outcomes
Outline main paths first: positive, negative, and neutral responses.
Test Thoroughly
Make test calls that cover all paths. Verify that each outcome leads to the correct target.
Troubleshooting
Nodes won’t connect
Nodes won’t connect
- Make sure you are dragging from an outbound port (bottom) to an inbound port (top).
- Check that you are not creating a circular connection.
- Start node has only one output; End node has only one input.
Flow won’t save
Flow won’t save
- Check your internet connection.
- Ensure you have at least one node besides the Start node.
- Look for validation errors in the settings panel.
AI not following the flow
AI not following the flow
- Use Speak nodes for exact wording requirements.
- Make instructions in Prompt nodes more specific.
- Ensure outcomes are clearly defined and connected.
Related Resources
- AI Prompt Editor – Chat-based alternative for prompt editing
- System Prompt Guide – Understanding prompt fundamentals
- Testing Assistants – How to test your flows

