Advanced projects

For the underlying concepts (variables, hooks, global tools, pro nodes, survey), see Advanced projects: concepts. This page is the practical, in-editor guide. Looking for the guided-form project type instead? See Simple projects.

Graph flow

The graph editor is organized into stages (tabs across the top): Setup, Before, During, After, Test.

• Setup — the flow’s identity/role and its attached agent profile.
• Before — the pre-hook tree: lookups and setup logic that runs before the conversation starts. Use the + on a leaf/edge to add a node; pick a kind (integration lookup, set variable, condition/branch, or webhook; code-snippet steps are coming soon).
• During — the conversation graph itself. Add conversation nodes and wire edges between them; code-snippet nodes are coming soon. Four further node types (evaluation, logic, abstract, auth) exist in the editor’s model but are coming soon — not offered in the node picker yet. Configure global tools (callback, forward+callback, menu) from this stage too — they attach to the whole flow, not a single node.
• After — the post-hook tree (integration writes, webhooks, etc.) and the survey toggle.
• Test — place a test call, or launch a simulation batch against this flow and review results without leaving the editor.

Variables

Open the Variables sidebar to see system variables (read-only: call start time, current time, caller phone number, invocation type) and to create/edit user variables. Reference any variable in node text as {variable_name}.

AI assistant

The editor includes an AI assistant (chat panel) that can create variables, wire pre-hook nodes, and configure global tools on your behalf, and can be handed a simulation batch’s findings directly (“Improve flow with AI” from a batch’s detail view) to suggest fixes with that context loaded.

Saving and publishing

Every save creates a new flow version. Activating a version is what’s live for calls to that number — the compiled flow goes live typically within a few seconds of activation.