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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
  • 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
  • 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
  • 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

Create and embed flow components

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

Create 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 nodes you want to make into a component. They will be outlined in orange.

Nodes selected

  1. Right-click one of the selected nodes and click "Create component".

Create component

  1. Enter a name for the component.

New component dialog

  1. Click CREATE. The selected steps will be collapsed into a component.

Collapsed component

Update a component

  1. Double-click the collapsed component.

Collapsed component

  1. The component is opened within the canvas.

Expanded component

  1. Make whatever changes are desired to the flow as normal.

Note: Updating a component will update that component in all flows that include that component.

  1. To return to the parent flow, click its name in the top left corner.

Create component entrances and exits

  1. Inside a component, double-click the canvas and select Flow Control → Component In for a new entrance or Flow Control → Component Out for a new exit.

Add component in or component out

  1. Name your new entrance or exit.

Name component in or component out

  1. Connect your new entrance or exit as appropriate within the component.

Two connected component ins

  1. In the parent flow, new entrances or exits are available as connection points on the included component.

Connected to two component ins

Add a component to a flow

  1. Open the flow in which you'd like to add a component.

Flow ready to add a component

  1. Double-click on the canvas in the area where you'd like to add the component.
  2. From the add menu, select the component you wish to add.

Add component

  1. The component is added to the canvas.

Added component

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

Connected component

Last updated on 5/7/2021
← Copy and paste nodesWork with conditions →
  • Create a component
  • Update a component
  • Create component entrances and exits
  • Add a component to a flow
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