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Once a Flow is generated, it opens in the Visual Canvas. This is your workspace for fine-tuning the campaign.

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The Interface

The canvas represents your campaign timeline from left to right.
  • Nodes: The boxes representing actions (e.g., “Send Email”).
  • Edges: The lines connecting the nodes, representing the path of the lead.
Canvas Light

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Understanding Nodes

There are four main types of nodes you will see on the canvas:

Trigger Node

The starting point. Usually “New Lead Added” or “Audience Upload”.

Action Node

Performs a task. Examples: Send Email, WhatsApp Message.

Logic Node

Diamond-shaped boxes that make decisions (e.g., “Did they reply?”).

Delay Node

Pauses the flow. Example: “Wait 24 Hours”.

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Editing a Flow

To change settings, simply click on any node. A configuration panel will slide out from the right side of the screen. Settings Panel Light

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Common Actions

  • Edit Content: Click an Email node to change the Subject Line or Body text.
  • Delete Step: Click the trash icon on a node to remove it.
  • Reconnect: Click and drag from the circle on one node to the circle on another to create a new path.