Navigation Bar, Sidebar & Flow Builder

TIP - You might want to create a flow first, then open the flow side by side when you read the following instruction (Facebook flow used as an example).

After entering a flow, this is what you will see:

On the top, there is a navigation bar. From left to right there are:

Part | Usage

"Demo Account" | current workspace, click to go back to NewAge Ai dashboard

"NewAge Ai 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 - Please note that "Preview" feature is not supported in all channels. Channels support "Preview": Facebook, Telegram, WhatsApp, Line and Viber. For channels without Preview, search "talk to bot" in the documentation.

On the left-hand side, there is a sidebar. From top to bottom there are:

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 in Automation, Contents, Tools and Settings can be different from channel to channel. In Settings, usually owner can see all the settings like bot user limit while admin and member only see part of them.

Apart from those in the above screenshot, there are a couple of more tips for using the flow builder:

Before you start, you can pick your favourite theme by clicking "Change Theme":

choose one of them and "Apply Change".

Mini-map is useful when you need to move your workspace in some situations. For example, when you click and drag inside a canvas, you are moving the canvas as a whole instead of everything in the builder:

You can hide the mini-map by clicking the "Hide Flow Overview" option.

With tooltip, you can see description for every feature you see in the flow builder like this:

The tooltip includes a title, description, image, video link and documentation link. It is friendly to new users. For users who are already familiar with the system, you can choose to disable the tooltip by clicking the "Hide Flow Tooltips" option.