Design

Design the call on a canvas

Drag-and-drop the call flow, test it in the browser, and put it behind a number. No code, and no sales conversation to unlock it.

What this is for

Conversations branch, and writing that down as code turns a fifteen-minute design decision into a ticket. Drawing it instead means the person who knows how the calls should go is the person who lays them out, and the diagram is not documentation of the agent. It is the agent.

How you lay out a call

  1. 01

    Drop the nodes

    Each node is one thing the agent says or does. Ask a question, look something up, take an action, transfer, end the call.

  2. 02

    Draw the branches

    Connect the ways the conversation can go. Every path a caller can take is visible on the canvas rather than buried in a condition somebody has to read.

  3. 03

    Run it in the browser

    Test any branch as often as you like without dialling anything. Fixing a wrong turn is an edit, not a deploy.

  4. 04

    Put it behind a number

    When it does what you want, point a number at it. The version you tested is the version that answers.

Related

Design the call on a canvas: common questions

Do I need to write code to build a flow?

No. The whole flow is drag-and-drop, and it is tested in the browser. If you would rather drive it from code, everything the builder does is also available over the API.

Can I change a live agent?

Yes. Edit the flow and test the change in the browser before it goes out. You are not rebuilding the agent to adjust one answer.

What happens on a branch I did not draw?

It follows whatever fallback you set, which is usually a handover to a person. An undrawn path is a gap you can see rather than an improvisation you cannot.

Can two people work on the same agent?

Agents live on your account rather than on one person's machine, so the flow is somewhere your team can find it.

How do I know a change did not break something else?

Test the affected branches in the browser, then read the transcripts once it is live. Every call keeps one, so a regression shows up as calls rather than as a hunch.

Still stuck? Talk to our team.