Skip to main content

Open The Workflow Canvas

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

Standard Editing Flow

  1. Identify the entry block or source block.
  2. Add or update blocks in execution order.
  3. Connect each block to the next required branch.
  4. Configure block-specific fields.
  5. Save or confirm changes before leaving the page.

Canonical Flow Blocks

  • Start Flow
  • Talk
  • Collect
  • Ask Exactly
  • Filter
  • Time Filter
  • End Call

Canonical Live Call Actions

  • API Request
  • Transfer Flow
  • Transfer Call
  • Payments
  • Send SMS
  • Send Email
  • Run Code Workflow

Validation Rules

  • ALWAYS ensure every non-terminal block has the required outgoing path.
  • ALWAYS ensure terminal branches end at a valid end state.
  • NEVER leave a required handle disconnected.
  • IF the workflow depends on external data, THEN verify the required variables exist before the action block.