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  • Flows
  • Agent dashboard

›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

Preview nodes and flows

You can preview entire flows or individual nodes to see what the user will see.

It's generally a good idea to preview flow content frequently as you update it to ensure it behaves as intended.

Preview a flow

  1. Click the preview button in the canvas toolbar.

Preview button

  1. The assistant will open on the canvas, starting with the first user-facing node.

Search node displayed and highlighted

  1. You can follow the same prompts the user would see and watch the way the flow moves from node to node.

Preview a node

  1. Click the preview button in the node edit panel's title bar.

  1. A preview of the selected node will appear next to the edit panel, showing what the panel will look like to users.

Preview a flow starting with a specific node

  1. Click the preview button in the node edit panel's title bar.

  1. A preview of the selected node will appear next to the edit panel, showing what the panel will look like to users.

  1. Click the "Preview flow starting with this node" button in the node preview.

  1. The assistant will open on the canvas, starting with that node.

  1. You can follow the same prompts the user would see and watch the way the flow moves from node to node.
Last updated on 1/10/2022
← Best practices for writing flowsEmbed images and files →
  • Preview a flow
  • Preview a node
  • Preview a flow starting with a specific node
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