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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

Learn more

  • Understand the types of nodes
  • Working with symptoms and solutions
  • Working with backtracks and choice lists
  • Understand escalation
  • Understand search
  • Understand canvas notes
  • Understand form data
  • Understand flow components
  • Understand flow suggestions
  • Best practices for writing flows

How-to guides

  • Embed files
  • Receive conversation transcript emails
  • View version history
  • Set a product image
  • Add canvas notes
  • Create and embed flow components
  • Configure flow suggestions
  • View and manage flow suggestions
  • Export, import, and copy flows
  • Set flow visibility
  • Manage flow translations
  • Create a live support node

Reference

  • Live support settings
  • Glossary of terms
  • Legacy documentation

Create and embed flow components

For more context on what flow components are used for, see Understand flow components.

Create a component

From a flowchart

  1. Click the "SELECT MULTIPLE" button in the left toolbar to enter multiple select mode.

SELECT MULTIPLE button

  1. Click and drag a selection box around the steps you want to make into a component. They will be outlined in red.

CREATE A COMPONENT button

  1. Click the "CREATE A COMPONENT" button in the left toolbar just under the "SELECT MULTIPLE" button. This will open the "New component from selection" dialog.

New component from selection dialog

  1. Enter a name for the component.
  2. Click CREATE. The selected steps will be collapsed into a component.

Collapsed component

From a checkflow

Create a group

In checkflows, components can only be created from groups. The process for creating a group is the same as described in Create groups and conditions - Create a group, so if you've already done that you can skip to Convert the group into a component.

  1. Click the "SELECT MULTIPLE" button in the left toolbar to enter multiple select mode.

SELECT MULTIPLE button

  1. Click and drag a selection box around the symptoms you want to group. They will be highlighted in blue.

CREATE A GROUP button

  1. Click the "CREATE A GROUP" button in the left toolbar just under the "SELECT MULTIPLE" button. This will create a group from the selected symptoms and place your cursor in the group name box.

Group created

  1. Enter a name for the group.

Group named

  1. You can edit the name later by clicking the pencil icon in the group's top-right corner to open the edit panel.

Edit group panel

Convert the group into a component

  1. Click the pencil icon in the group's top-right corner to open the edit panel.

Edit group panel

  1. Click "CONVERT INTO COMPONENT". The selected group will be collapsed into a component.

Collapsed component

Update a component

From within a flowchart

  1. Click the collapsed component to open the edit panel.

Edit component panel

  1. The component can be renamed directly in the edit panel.
  2. For other updates, click "EDIT MODEL". This opens the component itself within the assistant builder.

Expanded component

  1. Make whatever changes are desired to the flow as normal.
  2. To return to the parent flow, click its name in the top left corner.
  3. When finished, click "PUBLISH" in the top right toolbar to save your changes.

From within a checkflow

  1. Double-click the component title.

Collapsed component

  1. This opens the component itself within the assistant builder. You can make changes to the flow as normal.

Expanded component

  1. To rename the component, click the "COMPONENT SETTINGS" button with the gear icon next to the component name in the top left.

COMPONENT SETTINGS button

  1. This opens the component settings panel where you can update the name as desired.

COMPONENT SETTINGS panel

  1. To return to the parent flow, click its name in the top left corner.
  2. When finished, click "PUBLISH" in the top right toolbar to save your changes.

Embed a component in a flow

Note that flowcharts can contain either flowchart components or checkflow components but that checkflows can only contain checkflow components.

  1. Open the flow in which you'd like to embed a component.
  2. Click the "INCLUDE A COMPONENT" button in the left toolbar.

INCLUDE A COMPONENT button

  1. Select the component you'd like to embed from the list.

List of components

  1. The component is added to the canvas.

Component added

  1. Connect the component to the rest of the flow as desired.

Component connected

  1. Click "PUBLISH" in the top right toolbar to save your changes.

Make a checkflow component searchable within a flowchart

By default, the contents of checkflow components embedded in flowcharts will not come up as matches for free text searches performed within the flowchart. If desired, you can change this behavior for specific components.

  1. Click the checkflow component to open the edit panel.

Edit component panel

  1. Check the "Contents searchable" box below the component name.
  2. Click "PUBLISH" in the top right toolbar to save your changes.
Last updated on 2/26/2021
← Add canvas notesConfigure flow suggestions →
  • Create a component
    • From a flowchart
    • From a checkflow
  • Update a component
    • From within a flowchart
    • From within a checkflow
  • Embed a component in a flow
  • Make a checkflow component searchable within a flowchart
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