Flow Builder - Autocalls

Flow Builder is a visual, drag-and-drop conversation flow editor that lets you design AI assistant scripts without writing code. Create multi-step conversation flows by connecting nodes that represent different actions and decision points.

Overview

Flow Builder provides:

Visual design - Drag-and-drop nodes on a canvas
Multiple node types - Messages, prompts, actions, and more
Branching logic - Create different paths based on responses
Settings panel - Configure agent personality and behavior
Import/Export - Save and share flows as JSON files

When to Use Flow Builder

Use Flow Builder for

Structured conversation scripts
Multi-path decision trees
Complex call flows with branches
Visual thinkers who prefer diagrams

Use Classic Editor for

Simple, linear conversations
Highly dynamic AI responses
Quick prompt iterations
Text-focused editing

Getting Started

Open your assistant

Navigate to Assistants and click on the assistant you want to edit.

Find Flow Builder

In the edit form, scroll to the System Prompt section and click the Flow Builder tab.

Launch Flow Builder

Click Launch Flow Builder. A full-screen editor will open.

Choose how to start

Continue with existing - Edit your current flow
Start from scratch - Begin with just a Start node
Start with template - Load a pre-built flow template

Interface Overview

Canvas Area (Center)

The main workspace where you build your flow:

Nodes - Drag to reposition
Connections - Lines showing flow between nodes
Grid background - Helps with alignment
Zoom controls - Zoom in/out and fit to view
Pan - Click and drag on empty space to move around

Quick actions for managing your flow:

Button	Action
⚡ Auto Layout	Automatically arrange nodes neatly
📋 Duplicate	Copy selected node
🗑️ Delete	Remove selected node or connection
+ Add Node	Add a new node to the canvas

Settings Panel (Right Side)

Configure your assistant’s personality and behavior:

Agent Name - The name your AI will use
Agent Type - Sales, Support, Survey, etc.
Language - Spoken language for calls
Assertiveness - How pushy the AI should be
Humor - Level of humor in responses
Variables - Pre-call data fields
Post-Call Fields - Data to collect after calls

Node Types

Flow Builder has 5 node types, each with a specific purpose:

Start Node (Green)

Start Node

The entry point of every conversation. Every flow must have exactly one Start node.Properties:

Greeting - The initial message when the call begins

Example: “Hi, this is Sarah from Acme Insurance. How are you today?”

Speak Node (Blue)

Speak Node

Delivers a pre-written message exactly as specified. Use when you need precise wording.Properties:

Text - The exact message to speak
Outcomes - Different paths based on customer response

Example: “We’re offering a limited-time 20% discount on all plans. Would you like to hear more?”

Prompt Node (Purple)

Prompt Node

Gives the AI instructions on how to respond. More flexible than Speak nodes - the AI generates contextual responses.Properties:

Prompt - Instructions for the AI
Outcomes - Different paths based on response categories

Example prompt: “Ask the customer about their current insurance coverage. Be conversational and empathetic. Listen for mentions of their family size, budget concerns, or timeline.”

Action Node (Orange)

Action Node

Executes special actions during the call.Action Types:

Call Forward - Transfer to another number
Book Appointment - Schedule using connected calendar
Custom Action - Trigger a custom mid-call tool

Example: Forward to sales team at +1-555-123-4567 when customer is ready to purchase.

End Node (Red)

End Node

Terminates the call or transfers to another destination.End Types:

End Call - Hang up with a closing message
Forward Call - Transfer to a phone number
Transfer Agent - Hand off to another assistant

Example closing: “Thank you for your time today. Have a great day!”

Working with Nodes

Adding Nodes

Click + Add Node in the bottom toolbar
Select the node type from the dropdown
The node appears on the canvas
Drag it to your desired position

Connecting Nodes

Hover over a node’s bottom edge to see the output handle (small circle)
Click and drag from the output handle
Connect to another node’s input handle (top edge)
Release to create the connection

Editing Nodes

Click on any node to select it
The node’s properties appear in a panel
Edit the text, prompt, or settings
Changes save automatically to the canvas

Deleting Nodes

Select a node and press Delete key, or
Select a node and click the 🗑️ button in the toolbar

The Start node cannot be deleted. Every flow must have one Start node.

Outcomes (Multiple Paths)

Speak and Prompt nodes can have multiple outcomes - different paths based on how the customer responds.

Adding Outcomes

Select a Speak or Prompt node
In the properties panel, find Outcomes
Click Add Outcome
Name the outcome (e.g., “Interested”, “Not interested”, “Wants callback”)

Connecting Outcomes

Each outcome appears as a colored dot at the bottom of the node. Connect each outcome to a different destination node to create branching logic.

Example flow:

[Start] → [Ask about interest]
              ↓
         [Prompt: "Ask if interested"]
              ↓
    ┌─────────┼─────────┐
    ↓         ↓         ↓
[Interested] [Maybe] [Not Interested]
    ↓         ↓         ↓
[Book Demo] [Send Info] [Thank & End]

Settings Panel

Agent Identity

Setting	Description
Agent Name	Name the AI uses to introduce itself
Agent Type	Preset personality: Sales, Support, Survey, etc.
Language	Primary language for the conversation

Personality

Setting	Options	Description
Assertiveness	Low / Medium / High	How persistent the AI is
Humor	Off / Low / Medium / High	Level of humor in responses

Variables

Add pre-call data that can be used in your messages:

Click Add Variable
Enter a Name (e.g., product_interest)
Set a Default Value

Use variables in messages with curly braces: {variable_name} Example: “Hi , I see you were interested in our .”

Post-Call Fields

Define data to extract from calls:

Click Add Field
Enter Name, Type, and Description
The AI will attempt to fill these based on the conversation

Types: string, number, boolean

Import/Export

Export Your Flow

Open the Settings panel
Scroll to the bottom
Click Export JSON
Save the .json file

Import a Flow

Click Import JSON in settings
Select your .json file
The flow loads on the canvas

Export your flows regularly as backups. You can also share flows with team members this way.

Voicemail Settings

Configure what happens when voicemail is detected:

Voicemail Message - Message to leave if voicemail answers
End Call on Voicemail - Toggle to automatically hang up on voicemail

Saving Your Flow

Click the Save button in the top-right corner to save your flow to the assistant.

The flow is stored as JSON in your assistant’s system prompt field. If you switch to the Classic Editor, you’ll see the raw JSON data.

Best Practices

Start Simple

Begin with a basic flow and add complexity gradually. Test at each step.

Use Prompt Nodes

Prompt nodes give the AI flexibility. Use them for dynamic, context-aware responses.

Plan Your Outcomes

Before building, sketch the main paths: positive, negative, and neutral responses.

Test Thoroughly

Make test calls covering all paths. Verify each outcome leads to the right destination.

Troubleshooting

Nodes won't connect

Ensure you’re dragging from an output handle (bottom) to an input handle (top)
Check that you’re not creating a circular connection
The Start node only has an output, End node only has an input

Flow not saving

Check your internet connection
Ensure you have at least one node (besides Start)
Look for any validation errors in the settings panel

AI not following the flow

Use Speak nodes for exact wording requirements
Make Prompt node instructions more specific
Check that outcomes are clearly defined and connected

AI Prompt Editor - Chat-based alternative for prompt editing
System Prompts Guide - Understanding prompt fundamentals
Testing Your Assistant - How to test your flows

Introduction

Getting Started

AI Assistants Overview

Campaigns

Leads

Custom Dashboards

Conversations

WhatsApp Business

Phone Numbers

Inbound Calls

Outbound Calls

AI Prompting & Conversation Design

Automation & Integrations

Costs & Pricing

Number Provisioning

Troubleshooting & FAQs

​Overview

​When to Use Flow Builder

Use Flow Builder for

Use Classic Editor for

​Getting Started

​Interface Overview

​Canvas Area (Center)

​Bottom Toolbar

​Settings Panel (Right Side)

​Node Types

​Start Node (Green)

Start Node

​Speak Node (Blue)

Speak Node

​Prompt Node (Purple)

Prompt Node

​Action Node (Orange)

Action Node

​End Node (Red)

End Node

​Working with Nodes

​Adding Nodes

​Connecting Nodes

​Editing Nodes

​Deleting Nodes

​Outcomes (Multiple Paths)

​Adding Outcomes

​Connecting Outcomes

​Settings Panel

​Agent Identity

​Personality

​Variables

​Post-Call Fields

​Import/Export

​Export Your Flow

​Import a Flow

​Voicemail Settings

​Saving Your Flow

​Best Practices

Start Simple

Use Prompt Nodes

Plan Your Outcomes

Test Thoroughly

​Troubleshooting

​Related Resources

Overview

When to Use Flow Builder

Getting Started

Interface Overview

Canvas Area (Center)

Bottom Toolbar

Settings Panel (Right Side)

Node Types

Start Node (Green)

Speak Node (Blue)

Prompt Node (Purple)

Action Node (Orange)

End Node (Red)

Working with Nodes

Adding Nodes

Connecting Nodes

Editing Nodes

Deleting Nodes

Outcomes (Multiple Paths)

Adding Outcomes

Connecting Outcomes

Settings Panel

Agent Identity

Personality

Variables

Post-Call Fields

Import/Export

Export Your Flow

Import a Flow

Voicemail Settings

Saving Your Flow

Best Practices

Troubleshooting

Related Resources