When editing an assistant, you choose between the AI Prompt Editor (large text prompt) and the Flow Builder (visual structure). The Flow Builder is built for clear rules and branching—especially outbound and sales calls—while a classic prompt-first setup often fits receptionist-style assistants.
Prompt Editor vs. Flow Builder (quick guide)
| AI Prompt Editor | Flow Builder |
|---|
| Best for | Receptionists, general inbound helpers, linear dialogue | Outbound, sales scripts, objection handling, big branchy logic |
| Shape | One (or few) consolidated prompts | Nodes and paths on a canvas |
Starting the Flow Builder
Open the assistant, then launch the Flow Builder (alongside the prompt editor). Pick a template or start from scratch—same idea as with templates for the text editor.
Node types
Use Add node to insert:
- Start — Opening message: how the assistant greets the caller.
- Speak — Exact script for the model to read (options such as word-for-word delivery and phonetic number reading where available).
- Prompt — Flexible instructions (e.g. qualify interest, handle objections). You can add result branches (for example “interested” vs. “not interested”) and wire each path to the next step or to end call.
- Action — Triggers such as booking or call forwarding (and other automations, depending on your setup).
- End call — When to hang up (e.g. after a negative response).
Side settings
In the panel you can adjust identity, first message, and conversation type (e.g. sales, applicant screening, product feedback, customer service). Set language, personality sliders (e.g. assertiveness, humor), voicemail text, variables (e.g. first name from a lead list), and post-call webhooks for summaries or downstream automation.
Import / export
Export and import let you download a flow and reuse it in other assistants (copy into another assistant as needed).
Use one or the other: You work with either the AI Prompt Editor or the Flow Builder. If you already built a full prompt and then switch on or save the Flow Builder flow, the prompt-editor content can be replaced—plan accordingly and export backups if needed.
