Nodes and edges
- Nodes are steps: greet, converse, decide, call an API, collect data, transfer, end.
- Edges are possible paths. An agent node with three outgoing edges can hand the conversation to three different next steps.
- The assistant chooses the path based on the conversation and, crucially, on your edge labels.
Start from a use-case template
When you create a Conversational flow assistant, the template gallery offers complete blueprints for common outcomes such as callback intake, lead qualification, surveys, concierge experiences, and website assistants. A blueprint can include:- a ready-to-edit flow graph, base prompt, and first message;
- the expected outcome and supported surfaces, such as inbound phone, outbound phone, web voice, or AI avatar;
- a setup checklist for anything the use case still needs, such as a knowledge base, calendar, transfer destination, or web widget.
An Avatar-ready blueprint prepares the conversation for a speaking virtual avatar on the web. The avatar is part of the web session’s presentation layer, not a node in the flow graph. After creating the assistant, connect it to a web widget and choose the virtual avatar there. The picture shown on a template or assistant card is only a portrait and does not enable an animated avatar.
Why edge and agent labels matter
This is the most important concept in the flow builder: Compare:
The same applies to Condition nodes: the node’s description explains what is being decided, and each edge label describes one outcome. The assistant must pick exactly one edge, so the labels should be mutually exclusive and cover all expected cases.
Agent node names matter too: they appear in handoffs and call details, so
Qualification agent is clearer than Agent 2.
A minimal useful flow
Flow variables
Collect and DTMF nodes store results in flow variables such ascustomer_phone. Variables are included in the public call.completed webhook and the call details, so connected systems receive structured data, not just a transcript.
Fallback behavior
- An Agent node with empty instructions uses the assistant’s Advanced prompt as its base. Node-specific instructions are added to that base.
- A Collect node that fails after its retry allowance takes the outgoing edge labeled Failed if one exists, otherwise the normal edge.
- If a flow step cannot run, the call follows the available fallback path and records the issue in the call details.