The workflow editor is the visual canvas where you build, configure, and monitor your workflows. It opens automatically when you create or open a workflow.
Adding nodes
You can add nodes to your workflow in two ways:
- Drag and drop. Open the node sidebar on the left side of the editor and drag a node onto the canvas
- Click the + icon. Click the ”+” button between existing nodes to insert a new node at that position
Expand the node sidebar by clicking the expand icon in the top-right corner of the menu to see all available node categories and descriptions.
Configuring nodes
Click any node on the canvas to open its configuration panel. Each node type has its own settings. See the individual node documentation for details on configuring each one.
Canvas navigation
Use the bottom navigation bar to move around the workflow canvas:
| Action | Shortcut |
|---|
| Zoom in | CMD/CTRL + + |
| Zoom out | CMD/CTRL + - |
| Zoom to fit | SHIFT + 1 |
Editing nodes
When you select a node on the canvas, the bottom bar expands with additional actions:
| Action | Shortcut |
|---|
| Copy node | Bottom bar button |
| Move node | Bottom bar button |
| Delete node | DELETE |
Monitoring active workflows
The top of the editor displays the number of contacts currently in the workflow. This counter updates in real time as contacts enter, progress through, and exit the workflow.