Editing a Workflow

Overview

A workflow is a graph of connected nodes representing conversation stages, with pathways defining agent movement between stages.

Global Node

Contains instructions applicable across the entire call:

• Company context
• Overall agent goal
• Tone and personality
• Common objection handling

Node-Level Toggles

Add Global Prompt

• Recommended to inject Global Node instructions into most nodes

Allow Interruption

• Default "On": Bot stops and responds to user interruption
• "Off": Bot continues speaking, ignoring user input

Detect Voicemail

• Available only in Start Node
• Automatically disconnects if voicemail detected

Variable Extraction

Supported in Agent and End Call Nodes:

• Extract structured variables
• Define name, type, and description
• Examples: customer name, budget, interest

Webhook Node

• Executed at call end
• Sends payload to specific endpoint
• Use for:
  • Storing call data
  • Triggering automation
  • Syncing with CRMs

Editing Workflows

• Selectively delete nodes/pathways
• Completely reset workflow

Undoing a change

The editor keeps a full history of your edits. Use the undo and redo buttons in the header, or the usual keyboard shortcuts:

History covers the shape of the agent — nodes, pathways and the agent's name — so deleting a node and its connected pathways undoes as a single step rather than one edge at a time.

Pathways and Tool Calls

• Define agent node movement
• Use tool calls to transition between nodes
• "tool" is a reserved keyword for function calls and actions