Flow editor
The Flow Editor page is structured to give you a comprehensive view and control of your virtual assistant workflows. Below is a detailed description of each section in the Flow Editor.
Learn more about the Flow editor with the Build, validate and test a simple flow tutorial
Accessing the Flow Editor
Sign in to ixHello Customer v2.
In the left navigation menu, go to Flows
Select Create Flow or open an existing flow to edit.
Flow editor page layout
1. Header
Flow Name and Description: At the top, you see the name and a brief description of the current flow. To the right of the name is a state badge that indicates whether the saved flow is valid or invalid.
Action Buttons:
Save: Saves the current flow to the backend. It performs validation and displays any errors that might exist.
Validate: Validates the flow as currently displayed without saving it.
Test: Opens the test chat, allowing you to interact with the flow.
2. Available nodes
This section displays a list of nodes types available for use in your flow. You can:
Drag and Drop: Add nodes to the Canvas by dragging them from the list.
Click to Add: Click a node to add it to the center of the viewport in the Flow Canvas.
Detailed descriptions of each node type and its configuration can be found in the child pages.
3. Canvas
This is where you design the flow. It is composed of interconnected nodes that define the flow logic. Canvas Controls are located in the bottom left corner, these controls include
Zoom In/Out: Adjust the view scale on the flow design.
Fit to View: Automatically adjust the zoom level to fit the entire flow in view.
4. Sidebar
Node Configuration: When a node is selected, the right sidebar opens to display and allow updates to the node's internal configuration.
Chat Interaction: When the Test button is clicked, this sidebar shows the chat interaction corresponding to the flow logic being tested.
Learn more about the Flow editor with the Build, validate and test a simple flow tutorial
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