Chatflows are fully editable, flexible, and easy to navigate. You can move across flows, customize every step, and organize them into folders as your automation grows.
Managing a Chatflow
From the chatflow editor header, you can:
Rename the chatflow at any time
Save changes as you work
Publish the chatflow when it’s ready to go live
View related conversations to see which customer interactions are linked to that flow
This allows you to iterate safely while keeping visibility on real conversations handled by the chatflow.
Customizing Nodes
Each node in the chatflow can be fully customized:
Open a node to edit its content or configuration
Duplicate a node to reuse logic quickly
Delete a node if it’s no longer needed
Important:
When you delete a node, everything after that node remains in place. You can reconnect those nodes to another step in the flow afterward, without rebuilding them.
Adding Nodes Anywhere
You can extend your chatflow at any time:
Click the ➕ plus icon on any connection point
Choose the next action (AI, Send, Logic, Data, Dev, etc.)
Continue building forward or branching the flow
This makes it easy to evolve chatflows incrementally.
Managing Connections Between Nodes
Connections between nodes are fully editable:
Click on a line to select it, it turns blue
Press Backspace/Delete to remove the connection
You can connect multiple actions to the same next step, allowing different paths to converge into one shared outcome
This supports both branching and merging logic within the same chatflow.
Searching Within a Chatflow
For complex flows, you can quickly find what you need:
Use the search to locate specific nodes
Jump directly to a node without manually scrolling through the canvas
This is especially useful for large or long-running automations.
Navigating Between Chatflows
You can easily move between different chatflows:
Open the chatflows list from the sidebar
Select another chatflow to switch context instantly
Keep multiple flows organized without losing your place
Creating Chatflows with AI
You can also generate chatflows using AI:
Choose Create chatflow with AI
Describe the flow you want to build, or select a template
Generate a ready-to-edit chatflow that you can refine manually
This is ideal for quickly scaffolding common use cases like password resets, refunds, or sales flows.
Organizing Chatflows into Folders
To keep things organized:
Create folders directly in the editor from the dropdown on the left
Move uncategorized chatflows into existing folders
Move chatflows from a folder to another one or outside folders
Use folders to group flows by use case, team, or environment
Chatflows can be reorganized at any time
This helps maintain clarity as the number of chatflows grows.