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Editing & quality3 min read

Edit and refine your flow

Use AI-assisted edits for broad changes, then switch to manual flow editing when you need precise control.

Use this guide after the first draft is generated and you want to tighten wording, structure, or business rules.

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Use AI-assisted edits for broad changes

The assistant can rewrite or extend the flow and the Configure tab together. It is useful for changes like adding a cancellation path, collecting a new field, or shifting the tone of the conversation.

  • Ask for one concrete change at a time so the summary and diff are easier to verify.
  • Use AI edits when the change affects multiple nodes or should also update review metadata.
  • Read the summary after each edit and preview the result before moving on.
The AI chat panel with an edit instruction typed and a response visible

Use manual edits for precise control

Manual editing is the better choice when you already know the exact wording, branching, or validation you want. Click directly into the flow to edit prompts, messages, options, and node-level structure.

  • Use question nodes when the customer should choose from fixed options.
  • Use input nodes when the customer should type a response such as a name, phone number, date, or notes.
  • Keep option labels short. They render as phone-friendly buttons.
The flow canvas with question and input nodes connected

Use Configure for owner-facing behavior

Not every change belongs in the node graph. Use the Configure tab for bot name, review pipeline, owner notification copy, and customer-facing status updates.

Draft safety

Both flow edits and Configure edits stay in draft until you publish. That makes it safe to refine the workflow without affecting live channels immediately.

The Configure tab showing bot name, review pipeline, and notification settings

Related guides

Continue with the next part of the setup once this step is stable.