Navigation Bar, Sidebar & Flow Builder
Discover how to efficiently navigate and customise your experience with Flexito's flow builder. Whether you're setting up a new automation or tweaking existing workflows, these features and tips will enhance your productivity and ease of use across various channels. TIP: Consider
Listen to an audio overview
A short, AI-generated podcast-style summary of this article.
Discover how to efficiently navigate and customise your experience with Flexito's flow builder. Whether you're setting up a new automation or tweaking existing workflows, these features and tips will enhance your productivity and ease of use across various channels.
TIP: Consider creating a flow first () and then open it side by side as you follow these instructions. The example provided uses a Facebook flow.
Once you enter a flow, here is what you'll encounter:
Navigation Bar
At the top, you'll find a navigation bar. It includes the following, from left to right:
Part | Usage |
|---|---|
"Demo Account" | current workspace, click to go back to Flexito OmniAI dashboard |
" Support" | flow type and flow name, click to go back to "All Bots" |
"Main Flow" | current sub flow |
"Preview" | preview the current subflow from the Start Step |
"Build a bot..." | tutorial video widget |
"Joyce" | current user, click for user settings, support and logout |
Preview Feature: Be aware that the "Preview" feature isn't available on all channels. It is supported on Facebook, Telegram, WhatsApp, Line, and Viber. For channels lacking Preview, refer to the documentation by searching "talk to bot."
Sidebar
On the left side, there's a sidebar. It contains the following, listed from top to bottom:
Section | Usage |
|---|---|
Flow Builder | build subflows here |
Flows | manage all your subflows |
Analytics | bot data analysis |
Live Chat | inbox for all the conversations, make a human reply here |
Bot Users | manage bot user profile. import, export, search or delete bot users |
Automation | manage keywords, sequences, triggers and comments |
Contents | manage custom fields, tags, OTN, personas, user menus and customer feedback |
Tools | manage error logs, draft version tester, bot admins, widgets, multiple language and shortcuts, Facebook Ads, inbound webhooks |
Broadcasts | send/manage broadcasts |
Settings | (some are owner only) manage bot users limit, Facebook greeting text, chat widget customization, ice breakers and authorized websites |
Note: Features within Automation, Contents, Tools, and Settings may vary between channels. In Settings, the owner typically has access to all settings, such as the bot user limit, while admins and members may only see a subset.
Flow Builder
In addition to what's shown in the screenshot above, here are a few more tips for using the flow builder:
Change Themes
Before beginning, you can select your preferred theme by clicking "Change Theme":
Choose one and click "Apply Change."
Hide Mini-map or Tooltips
The mini-map is handy when you need to navigate your workspace. For instance, clicking and dragging inside the canvas moves the entire canvas rather than individual elements:
To hide the mini-map, select the "Hide Flow Overview" option.
Tooltips provide descriptions for each feature within the flow builder, as shown here:
Tooltips include a title, description, image, video link, and documentation link, making them user-friendly for newcomers. Experienced users can disable tooltips by selecting the "Hide Flow Tooltips" option.