Manage flows and folders in bulk
The assistant builder has several bulk update features to make managing flows fast even at scale.
Create flows
In the "Create" menu, you can choose to create a flow with AI, create a flow from a template, or create a folder.
Manage folders
In the "Create" menu, you can add folders to organize flows.
You can also create a folder by selecting multiple flows and selecting "Add folder" in the move menu. This will create the folder and move the flows to it.
Folders can be nested inside other folders. Open a folder, open the "Create" menu, and select "Folder".
Move flows or folders between folders
Select any number of flows or folders, open the menu, and select "Move to folder".
Choose the destination folder.
To move items to the top level, select "Home" as the destination.
Filter flows
Several filters allow you to quickly find specific flows. The filters can be used independently or in combination.
Last modified
Shows flows that were modified within the selected timeframe.
Modified by
Shows flows modified by specific team members. Start typing their name to search for them.
AI generated
Shows flows created with the help of Generative AI.
Unpublished changes
Shows flows that have changes that have not yet been published.
Manage individual flows
View and update flow details
You can check details and update settings for a flow without opening it on the canvas. Choose a flow and select "Show details" to open its side menu.
In this view, you can see several pieces of information about the flow, including:
- Who created the flow and when
- Who last modified the flow and when
- Who last published the flow and when
- The flow's image
- The flow's translations
- The flow's advanced settings
Expand the "Translations" section to see all languages enabled for a flow and their visibility settings for translators and end users.
Expand the "Advanced settings" section to see or update whether the flow is available for conversation links or the Mavenoid Copilot browser extension and to check node expiration settings.
These settings can be changed directly in this pane without opening the flow in the canvas.
Share a flow
You can share a link to a flow, either the published user-facing assistant or the canvas for editing. Choose a flow and select "Show details" to open its side menu. Then click "Share".
View translations
You can view translations for a flow. Choose a flow and select "Show details" to open its side menu. Then click "View translations".
This will take you to the translations for this flow's content.
Publish a flow
You can publish a flow without opening the canvas. Choose a flow and select "Show details" to open its side menu. Then click "Publish".
Manage multiple flows
Select multiple flows by clicking directly on their checkboxes or by selecting one and then using the up and down arrows on your keyboard.
Open the side menu to see settings for all selected flows.
Publish multiple flows
Click "Publish" in the side menu. Flows with unpublished changes will be shown.
Confirm publishing and wait for the process to complete.
View translations
Click "View translations" in the side menu. This will take you to the translations for all selected flows.
Change advanced settings
Open "Advanced settings" in the side menu to see or update whether the flows are available for conversation links or the Mavenoid Copilot browser extension and to check node expiration settings.
Delete flows
Select "Delete" from the flow menu and confirm when prompted.