AI Edit Flows

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Open the flow editor

1. Navigate to /agent/{agentId}?tab=workflows.
2. Confirm the active flow is the one you intend to edit.

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Edit the flow

1. Identify the trigger, execution stage, and route that need to change.
2. Add or update the required blocks in execution order.
3. Connect every required source handle to a compatible target handle, including required failure or alternate routes.
4. Configure the block’s required fields. In a field that supports variables, select only values shown in Available Variables.
5. If a supported block derives output variables from a test result, run a successful block-level test with safe sample data before using those outputs downstream.
6. Wait for auto-save to finish.
7. Open the Flow Checklist and resolve every block error.
8. Review the affected routes and variables, then publish the draft.
9. Verify the published flow from its normal entry point with Web Chat, Web Call, or Place Phone Call, as appropriate.

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Editing rules

• Use block for a reusable capability or an item placed on the canvas. Use node only when quoting technical UI output that uses that term.
• Match the block to its supported Pre-call, Live call, or Post-call stage.
• Do not leave a required source handle disconnected.
• Confirm that every referenced variable is available on each route that reaches the destination block.
• Transfer Flow keeps the call active, but flow-specific variables from the source flow are unavailable in the target flow.
• Test from here checks part of the current draft. It does not replace publishing and testing the complete flow.
• Web Chat, Web Call, Place Phone Call, and inbound phone calls use the latest published version. If the flow has never been published, they fall back to its current draft.