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Unpublished changes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.