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Flow Nodes

The Flow Designer canvas lets you configure nodes that represent different parts of a flow. The Start node is the entry point of any flow and is available by default. You can drag any node onto the canvas to reposition it.

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Available Node Types

ChannelNodeDescription
VoiceIVR MenuPresents a key-press menu to route callers to the appropriate flow.
VoiceIVR Digit InputCollects numeric input from callers, such as a phone number or the last four digits of a credit card.
Voice / ChatSplitRoutes inbound queries to different branches based on defined conditions.
Voice / ChatCheck Agent AvailabilityChecks agent availability by skill set and routes the flow accordingly. (Experimental — may be deprecated in a future release.)
Voice / ChatCheck Business HoursRoutes the flow based on whether the query arrives within or outside configured business hours.
Voice / ChatMessage PromptDelivers automated messages to customers over voice or chat.
Voice / ChatAutomationRuns a specific dialog from your XO Platform Bot.
Voice / ChatAgent TransferTransfers an automated interaction to a live agent based on a defined trigger.
Voice / ChatConnect to APIMakes synchronous or asynchronous SOAP or REST API calls.
Voice / ChatGo To FlowNavigates from a parent flow to a target flow for a specific part of the interaction.
Voice / ChatScript TaskRuns a JavaScript script to process context or flow variables.
Voice / ChatSet QueueDefines or modifies queue settings and default messages.
Voice / ChatEnd FlowPlays a closing message to the customer when the flow ends.

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Add Nodes

Method 1: Click the + icon and select a node from the pop-up menu. Node Selection Select the node and click + New Node. Add New Node Method 2: Drag nodes from the Nodes Panel onto the canvas. Add Node

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Configure Nodes

Click a node on the canvas to open its configuration panel. Node Configuration Panel

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Rearrange Nodes

Drag and drop nodes to reposition them on the canvas. Rearrange Nodes !!! Note Only the dragged node changes position. Connected nodes stay in place regardless of the connection direction.

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Connect Nodes

Connections between nodes are made within node configuration or directly on the canvas:
  1. Click the + on a node and drag toward the target node.
  2. A line with a directional arrow appears between the two nodes.
Connect Nodes

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Edit or Delete Node Connections

Click the line connecting two nodes to highlight it. A pop-up appears with these options:
  • Bend line connector
  • Straight line connector
  • Change line color
  • Delete connector
Connection Options Edit: Click the appropriate icon to modify the connector. For example, click the color icon to change the connector color. Change Connector Color Delete: Click Delete to remove the connection. The nodes remain on the canvas but are disconnected. Create a new connection or remove unused nodes to maintain a working flow. Delete Node Connection

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Edit or Delete Nodes

Right-click a node to access these options:
  • Rename
  • Mark as Flow Starting Point
  • Sequence Color
  • Delete
Edit/Delete Node Edit: Click the appropriate icon to modify the node. For example, click the sequence color icon to change its color. Edit Node Color Delete: Click Delete and confirm the action in the pop-up. !!! Note
  • Deleted nodes cannot be restored unless a saved version containing them exists. Restoring a version may cause other flow changes to be lost. See Restore Versions for details.
  • The Start node cannot be deleted.
Delete Node