Managing nodes in the Canvas feature involves organizing and linking nodes to build seamless AI agent flows. This guide explains how to create, move, connect, and configure nodes effectively.

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Creating Nodes

Nodes form the building blocks of your flow. Follow these steps to add nodes to your workspace:
  1. Default Node:
    • Drag and drop the Default Node from the side panel into the Canvas.
    • These nodes represent operations or decision points.
  2. Global Node:
    • Create a Default Node and enable the Global Node toggle in the node’s settings menu.
    • Global nodes are reusable across the flow and can be accessed anywhere.
  3. End Node:
    • Drag and drop the End Node to mark the endpoint of your conversation or process.

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Moving Nodes

Reorganize your nodes by dragging them across the Canvas:
  • Click and hold the node you want to move.
  • Drag it to the desired location.
  • Release to position it on the grid.
Tip: Keep your workspace organized by aligning nodes logically based on the flow direction (left-to-right or top-to-bottom).

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Connecting Nodes with Edges

Edges define the flow of data and logic between nodes. To connect nodes:
  1. Hover over a node to display the connection points.
  2. Drag from a connection point to another node.
  3. Release to create an edge between the nodes.
Types of Connections:
  • Start to Default Nodes: Define the starting point of your flow.
  • Default to Global Nodes: Reuse shared functionality like help prompts.
  • Default to End Nodes: Mark the logical endpoint of the conversation.

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Editing Edges and Conditions

Edges can be customized to include conditions for dynamic routing:
  1. Click on an edge to open its settings.
  2. Add conditional logic based on user input or other variables.
  3. Save the configuration to ensure proper branching.
Example:
  • Route users who say “Cancel” to a Global Node for handling cancellations.
  • Direct users asking about “Pricing” to a Default Node that integrates pricing tools.

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Customizing Node Behavior

Click on a node to open its customization menu, which includes:
  • Overview: Set the node’s name, description, and instructions.
  • LLM Configuration: Adjust AI response settings like temperature and token limits.
  • Tools: Integrate external APIs or tools for specific actions.
  • Knowledge Base: Enable AI to retrieve relevant knowledge from a database.
  • Router Configuration: Define conditions for branching flows.

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Testing and Optimizing the Flow

After managing nodes and edges, test your flow to ensure it works as intended:
  1. Use the Test Tool to simulate user inputs and outputs.
  2. Adjust node positions and edge configurations to fix any errors.
  3. Preview the flow to visualize how users navigate through the system.

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Best Practices for Managing Nodes

  • Keep it tidy: Organize nodes logically to maintain clarity, especially for complex flows.
  • Label everything: Assign descriptive names to nodes and edges for easier debugging.
  • Use Global Nodes: Reduce redundancy by centralizing reusable logic.
  • Test regularly: Simulate scenarios to identify and fix issues early.

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Example: Complete Flow Management

Scenario: A customer service chatbot that:
  1. Greets the user with a Start Node.
  2. Processes user queries with Default Nodes.
  3. Offers a reusable “Cancel” command through a Global Node.
  4. Ends the conversation with an End Node.
Visual Representation: Diagram showing the full flow with nodes, edges, and conditions.
Ready to refine your flows further? Dive into Using Conditions in Flows to explore dynamic routing.