Workflow node types
Overview
Each step in a workflow is a node. Its type controls what the visitor sees and how the conversation moves on. Add common types from the Node Palette in Chat → Workflows, and switch a node's type with the Node Type dropdown in its configuration panel.
Every node has these fields:
- Node Name: an internal label that helps you recognize the node.
- Title (Optional) and Message: the text shown to the visitor. You can add Response Tags such as the visitor's name.
- Execution Condition: optional rules for when this node is chosen.
- Advanced Settings → Set as Start Node: marks the node where the conversation begins.
Node types in the palette
| Node | What it does | Key settings |
|---|---|---|
| Message | Shows a message, such as a greeting or information. | Message (required) |
| Question | Asks a question and shows answer buttons. Each answer can lead to a different node. | Options (option text and value), + Add Option, + Create Complete Flow, Allow user input |
| Text Input | Collects a free-text answer. | Placeholder Text, Required, Max Length, Validation Pattern (Regex) |
| Email Input | Collects an email address and checks that it's in a valid format. | Placeholder Text, Required |
| MultiSelect | Lets the visitor choose more than one option. | Options, Allow user input |
| Handoff | Shows your transfer message and hands the conversation to your team. The AI stops replying, and any team member can reply from Live monitor. | Message (required) |
| End | Shows a closing message and marks the conversation as completed. | Message (required) |
| AI Chat | Hands the conversation to one of your AI agents, which answers freely. | AI Agent (required), Knowledge Base, Context, Exit Detection |
| Book Appointment | Lets visitors pick an available time and request an appointment. This node appears only if your plan includes Calendar. | Intro message, Success message, No available times message |
Other types in the Node Type dropdown
| Node | What it does | Key settings |
|---|---|---|
| Name Input | Collects the visitor's name and saves it to the conversation. | Placeholder Text, Required, Max Length |
| Phone Input | Collects a phone number. | Placeholder Text, Required, Phone Validation Pattern |
| Number Input | Collects a number, such as 1500, 2.5 or 1,500. | Placeholder Text, Required |
| Currency Input | Collects an amount, with or without a currency symbol ($, €, £ or ¥), such as 1500 or $1,500.00. | Placeholder Text, Required |
| Date Input | Shows a date picker. | Message |
| Form Group | Shows several fields together as one form. All fields are required. | Form Fields: a label plus a type (Text, Email, Phone, Number, or Date) for each field |
| Condition | Shows nothing to the visitor. It sends the conversation down one of its outgoing branches. | Set Condition Type to Orchestrator to let the AI pick the best branch |
If a visitor's answer to a Number Input or Currency Input node isn't a valid number or amount, the chat asks them to try again and stays on that step until the answer is valid.
Steps
Set up an AI Chat node
- Add an AI Chat node from the Node Palette and click it.
- Under AI Configuration, choose an AI Agent. If you don't have one yet, follow the Create an agent first link.
- Optionally, pick a Knowledge Base so the agent answers from your own documents.
- In Context, add any extra background the agent should know for this step.
- Click Save.
Let the AI move the visitor on (Exit Detection)
- In the AI Chat node, check Enable exit detection.
- Connect the AI Chat node to the nodes it may hand off to, for example a Handoff node.
- On each of those nodes, set an Execution Condition that describes when to go there.
- Optionally, fill in Exit intents (one per line, optional), Exit instructions (optional) and Min turns before exit (visitor messages required before the AI can move on).
Use execution conditions
- Open a node and find Execution Condition.
- Choose a Condition Type:
- Equals, Contains, StartsWith, EndsWith, or Regex compare against the visitor's reply.
- AI takes a plain-language description, for example "the user is asking about pricing".
- Enter the Condition Expression and click Save.
Tips
- Leave Condition Type set to No Condition unless you need branching.
- Place a Handoff node only where your team can respond. A handed-off conversation with no activity for 30 minutes is marked Abandoned.
- Personalize Success message on a Book Appointment node with {name}, {email}, and {time}.