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›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
  • Working with flow links
  • Understand potential solutions
  • Understand escalation
  • Understand search
  • Understand step-by-step guides
  • Understand canvas notes
  • Understand form data
  • Understand markup
  • Understand secrets
  • Understand flow components
  • Understand conditions
  • Understand translations
  • Understand flow feedback
  • Understand search gaps
  • Best practices for writing flows

How-to guides

  • Search the canvas
  • Preview nodes and flows
  • Use AI to create a flow
  • Use AI to rewrite flow content
  • 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
  • Configure flow feedback
  • View and manage flow feedback
  • Export, import, and copy flows
  • Set flow visibility
  • Manage translations
  • Create a live support node
  • Create an external API node
  • Start the user on different nodes based on the embedding page
  • Dynamically populate a choice list form field

Reference

  • Text formatting
  • Live support settings
  • Actions settings
  • External API settings
  • Form field types
  • Reserved form data
  • Markup expressions and operators
  • Supported languages
  • Glossary of terms

Search the canvas

Basic search

  1. Click the magnifying glass icon in the toolbar to open the search bar.

The search button is a magnifying glass icon.

  1. Type in the words or phrases to search for.

The search bar lets you type in a search string.

  1. Observe the search results.

Search results are displayed.

In a basic search, the search is performed across all fields in all nodes in the current flow, including any components or step-by-step guides. Search results have icons indicating the node type. Results from components or guides are grouped together under ones that are directly visible on the current canvas.

  1. Click any search result to be taken to that node.

Clicking a result closes the search bar and selects the node.

Advanced search

  1. Click the magnifying glass icon in the toolbar to open the search bar.

The search button is a magnifying glass icon.

  1. Click the funnel icon in the search bar to open the advanced search pane.

The advanced search button is a funnel icon.

  1. Type in the words or phrases to search for, if any. (You can leave this blank if you want to only search by filtering.)

The search bar lets you type in a search string.

  1. Filter the results as desired. There are several ways to filter the results:
  • Type: Include only results from particular node types.
  • Last modified: Include only results from nodes that have modified in a specific period of time, or since the flow was last published.
  • Modified by: Include only results from nodes that were modified by specific team members.
  • Filter by: Include only results from nodes that meet a variety of other criteria, such as whether they are included in assistant search, they include a step-by-step guide, or they are behind a condition.

Under the search bar are several filter menus.

Filters can be used individually or in combination, making it easy to do things like review all unpublished node changes by a particular team member or review all solution nodes that are included in Mavenoid Copilot.

  1. Click any search result to be taken to that node. The search pane remains active, so you can move through the list of search results and check each node as desired.

Clicking a result leaves the search pane up and selects the node.

Last updated on 9/6/2023
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