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  • Flows
  • Agent dashboard

›How-to guides

Get started

  • Intro to flows
  • Tutorial - Create a flow for live support
  • Tutorial - Create a flow for troubleshooting
  • Tutorial - Create a flow for FAQs

Learn more

  • Understand the types of nodes
  • Working with symptoms and solutions
  • Working with backtracks and choice lists
  • Understand potential solutions
  • Understand escalation
  • Understand search
  • Understand step-by-step guides
  • Understand canvas notes
  • Understand form data
  • Understand secrets
  • Understand flow components
  • Understand conditions
  • Understand flow feedback
  • Best practices for writing flows

How-to guides

  • Preview nodes and flows
  • Embed images and files
  • Embed videos
  • Receive conversation transcript emails
  • Set a flow image
  • Work with step-by-step guides
  • Add canvas notes
  • Copy and paste nodes
  • Create and embed flow components
  • Work with conditions
  • Use markup text for form data
  • Configure flow feedback
  • View and manage flow feedback
  • Export, import, and copy flows
  • Set flow visibility
  • Manage flow translations
  • Create a live support node
  • Create an external API node

Reference

  • Live support settings
  • Actions settings
  • External API settings
  • Glossary of terms
  • Legacy documentation

Add canvas notes

Canvas notes can help keep a flow readable to the people editing it. See Understand canvas notes for more details.

  1. Navigate to the assistant builder by clicking the hamburger menu in the top left and selecting "Assistant builder".
  2. Create a flow or open an existing one.
  3. Double-click the canvas background where you would like to add a note.
  4. Select the node type "Note".

Add node menu

  1. The note is added to the canvas and selected for editing.

Edit note pane

  1. Enter the text of the note. Any URLs are automatically turned into clickable links.

Note with text

  1. As with other steps, you can drag it around the canvas to relocate it or click it to edit it.
Last updated on 4/14/2021
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