The Canvas

Placing nodes, connecting outputs, choosing the start node and saving your design

The canvas is where the workflow takes shape. You place nodes from the panel on the left, open each one to fill in its settings, connect them, and mark where a new patient begins. Nothing you do here reaches your patients until you save and publish.

The Screen

Back returns to the list. Leaving with unsaved changes asks "You have unsaved changes. Are you sure you want to leave?".
The workflow name is shown at the top.
Save stores the design. Publish or Unpublish appears beside it depending on the workflow's status (see Publishing and Validation).
The canvas pans and zooms; a small map in the corner shows where you are, and the zoom controls sit beside it.

Placing Nodes

The panel offers two groups of tiles. Click a tile and the node appears near the top left of your current view, slightly offset from the last one.

Group	Tile	The node it adds
Nodes	Add a Lead Source	The entry rule: which patients enter (see Lead Source and Conditions)
Nodes	Add a new stage	A step worked by an agent (see The Stage Node)
Nodes	Set a condition	A branch on a patient attribute (see Lead Source and Conditions)
Operations	Time Delay	A wait before the next node (see Delays, Attributes, Tags and End Stage)
Operations	End Stage	The end of the workflow
Operations	Update Attribute	Sets or removes a patient attribute
Operations	Update Tags	Adds or removes tags
Operations	Template	Sends a WhatsApp template (see WhatsApp Templates)

Place the Lead Source first: its rules become the workflow's entry rules when you save.

Opening and Editing a Node

Double-click a node to open its dialog. Each dialog has Cancel and Save.
Save in a dialog changes the node on the canvas only; the design is stored when you press the canvas's Save.
Clicking outside a dialog with unsaved edits asks "You have unsaved changes, do you want to exit?" with Cancel and Yes.
A stage's dialog keeps Save disabled until its required fields are valid.

Every node has a menu with four actions:

Action	Meaning
Edit	Opens the dialog, the same as a double-click
Delete Node	Removes the node and every connection into or out of it. If it was the start node, the workflow has no start node until you set one
Set Start Node	Marks this node as where a new patient begins; a blue Start Node badge appears on it
Copy Node	Adds a copy of the node with the same settings, unconnected

Set the start node on your first stage. Saving, publishing and unpublishing all refuse with "Please select a start node" while no node carries the badge.

Connecting Nodes

Drag from a node's right-hand output to another node's left-hand input. Connections are drawn as dashed lines.
Every output accepts exactly one connection. To change where an output goes, delete its connection first.
An input accepts any number of connections, so several outputs can lead into the same stage.
Hover the middle of a connection and press the red bin to delete it. Dragging a connection's end off its node and dropping it on empty canvas also deletes it.

What an output means depends on the node: a stage's outputs are its call outcomes and form conditions, a condition's are its true and false branches, a Lead Source's are its rules. Each node page lists them.

Saving

Save stores the nodes, the connections and the start node as the draft, and "Workflow saved successfully" confirms it. On a workflow that is already published, Save first asks "Are you sure you want to save and publish the bot?" with Close and Save And Publish, and the saved design goes live at once.

Working Habits

Place the Lead Source, then the stages in the order patients meet them, then the automation nodes between them.
Fill each node before connecting it; a stage's outputs only exist once its call actions or form conditions do.
Set the start node, save, and only then publish.
Copy a finished stage instead of building a similar one from scratch; rename it and adjust the form.