Flow Builder

To add a step to a new or existing Flow, click any of the plus icons on the left to insert a step between existing steps or add to the end.  You can drag and drop steps to re-arrange.

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You can also add steps by selecting any of the blue plus icons on the flow rendering to the right.

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When adding a step you can choose from our library of step types that range from instructional (Rich Text and Decision trees) to integrations with external tools.  You can search for a specific step type or integration using the search bar.

Step Selection

Flow Builder automatically saves your edits as a draft.  When making edits you can undo/redo edits made in that session.  Select “Discard Changes” to discard edits since the last published version.  Select “Publish Changes” to publish your current edits.

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From the toolbar you can download an image of the flow, zoom in/out, fit to screen, and show flow heatmaps.  Flow heatmaps provide a visualization of the number of completions, time to complete, and rep feedback by step.

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