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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

Export, import, and copy flows

Export a flow

A flow can be exported to a JSON file for backup.

  1. Click the "IMPORT/EXPORT" button to open the import/export dialog.

Import/export toolbar button

  1. Under "EXPORT FLOW", click "DOWNLOAD" to save the JSON file to your local machine.

Import/export dialog

  1. Click anywhere outside the import/export dialog to close it.

Import a flow

Exported JSON flows can be imported back into Mavenoid.

Importing a flow will completely replace the existing flow. We recommend only importing onto a new empty flow.

Importing a flow that contains components or step-by-step guides will overwrite those components and guides. If you've updated any components or guides, export a new JSON file as well to prevent undoing those updates.

The maximum uploadable file size is 50 MB.

  1. In the flows list, click "Create a flow" to create a new flow.
  2. Start from the blank template - the flow content will be overwritten by the import.

New flow

  1. Once the flow is created and opened, click the "IMPORT/EXPORT" button to open the import/export dialog.

Import/export button

  1. Under "IMPORT FLOW", click the "Browse..." button to open a file chooser.

Import/export dialog

  1. Navigate your file system and select the JSON file to import.
  2. Click "IMPORT". The flow in the JSON file will completely overwrite your existing flow.

Import/export dialog with overwrite warning

  1. Click the settings button to open the flow settings panel.

Settings panel

  1. Update the flow's name as desired.

Copy a flow

You can copy a flow by exporting it and reimporting it. This can be useful if you have one you want to use as a template for multiple similar products.

If you want to copy only part of a flow, see Copy and paste nodes.

If you want to share content between flows and keep it up to date in all flows where it appears, see Understand flow components.

Importing a flow will completely replace the existing flow. We recommend only importing onto a new empty flow.

Importing a flow that contains components or step-by-step guides will overwrite those components and guides. If you've updated any components or guides, export a new JSON file as well to prevent undoing those updates.

  1. Open the flow you wish to copy.
  2. Click the "IMPORT/EXPORT" button to open the import/export dialog.

Import/export toolbar button

  1. Under "EXPORT FLOW", click "DOWNLOAD" to save the JSON file to your local machine.

Import/export dialog

  1. Click anywhere outside the import/export dialog to close it.
  2. Click the back button in the top left corner to return to your flows list.

Back to flows list

  1. In the flows list, click "Create a flow" to create a new flow.
  2. Start from the blank template - the flow content will be overwritten by the import.

New flow

  1. Once the flow is created and opened, click the "IMPORT/EXPORT" button to open the import/export dialog.

Import/export button

  1. Under "IMPORT FLOW", click the "Browse..." button to open a file chooser.

Import/export dialog

  1. Navigate your file system and select the JSON file to import.
  2. Click "IMPORT". The flow in the JSON file will completely overwrite your existing flow.

Import/export dialog with overwrite warning

  1. Click the settings button to open the flow settings panel.

Settings panel

  1. Update the flow's name as desired.
Last updated on 1/17/2023
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  • Export a flow
  • Import a flow
  • Copy a flow
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