Flow designerAbout nodes

Configure step nodes

Step nodes are the main building blocks of your flow. They give your agent instructions on what to do and (optionally) execute actions.

Configure step nodes

1

In your Flow Designer, click and select Step.

2

Enter a Name for your step node. This is what the agent reads first. Keep it short and meaningful so that it’s easy to scan. For example, “Confirm subscription”.

3

Type Instructions for your agent. This is a free-form description of what you want the agent to say or do during this step. You can include custom variables (for example, {lead_name} and {order_id}), as well as reference pre-configured actions (#sendSMS) and the results of previously executed actions (<fetchWeather.forecast>).

4

Optinally, you can add a real-time booking action, a call transfer action, or any of your custom actions to this step. To do that, click Add Action under Actions and select your chosen action.

Tips

  • Give your steps meaningful names. For example, “Validate email format”.
  • Keep every step restricted to just one task. If you add too many actions to a single prompt, it might be harder for the agent to it properly.
  • Keep your prompts short. If your prompt has five or more sentences, consider breaking it down into two steps (one for the context and one for the instructions).