BotIntelli — Workflow Designer User Guide
This guide explains the Workflow Designer: how to create and edit workflows on a visual canvas, add and connect nodes, configure them, save, and run tests in the Playground.
What Is the Workflow Designer?
The Workflow Designer is a visual editor for building workflows. You drag nodes (e.g. Chat Input, Prompt, LLM, Google Sheets, Parser, Chat Output) onto a canvas, connect them with edges, and configure each node (model, prompt text, API/tool settings). Workflows can then be run from the Workflows list or used as a chat participant.
Where to Find It
- Sidebar: Automation → Workflow Designer (or create from Workflows / Templates).
- URL:
https://app.botintelli.com/dashboard?view=workflow-designeror via/dashboard/workflows/designer(and possibly a workflow ID for editing).
Complete User Journey
Step 1: Open the Designer
- New workflow: Click Workflow Designer or “Create workflow” from Workflows/Templates. You get a blank canvas (or a template pre-loaded).
- Edit existing: From Workflows, click a workflow to open it in the designer.
Step 2: Add Nodes
- Component palette: On the left (or in a panel), you see components by category (Inputs, Models, Tools, Outputs, etc.).
- Drag and drop: Drag a component onto the canvas. It becomes a node (e.g. Chat Input, Prompt, OpenAI Model, Google Sheets, Parser, Chat Output).
- Typical flow: Input → Prompt/Logic → Model or Tool → Output. Add as many nodes as needed.
Step 3: Connect Nodes
- Edges: Draw a connection from one node’s output handle to another node’s input handle. This defines the flow of data. The graph shows the order of execution.
Step 4: Configure Each Node
- Select a node — Click it. A config panel (often on the right) opens.
- Set parameters, e.g.:
- Prompt node — Prompt text, variables.
- Model node — Model name, temperature, max tokens.
- Tool node (e.g. Google Sheets, Composio) — Action, credentials. Many integrations use BotIntelli-managed API keys so you don’t enter keys in the UI.
- Parser — Format or mapping.
- Save config (per node or apply). Repeat for all nodes.
Step 5: Save the Workflow
- Click Save (or “Save workflow”). The workflow is stored as draft or active and appears in Workflows. You can close and reopen it later to continue editing.
Step 6: Run a Test (Playground)
- Playground: Often a bottom or side panel. Enter a test input (e.g. a sample message or JSON).
- Click Run or “Execute.” The workflow runs and you see output (response, logs, or tool results). Use this to debug and refine before using the workflow in production or in Chat.
Step 7: Use the Workflow
- From Workflows, you can run the workflow or share it. If workflows are available as chat participants, select this workflow in the Chat or All Chats participant dropdown to chat with it.
Input Fields and Actions
| Element | What to do |
|---|---|
| Canvas | Drag nodes, draw edges, pan/zoom. |
| Component palette | Drag components onto the canvas to add nodes. |
| Node | Click to select; configure in the config panel. |
| Config panel | Set prompt, model, tool, parser, etc. for the selected node. |
| Edges | Connect output → input between nodes. |
| Save | Save the workflow to the backend. |
| Playground input | Enter test input and run the workflow. |
Tips and Troubleshooting
- Node missing or broken: Check that required inputs are connected and that the node is configured (e.g. model selected, API/tool set up).
- Run failed: Check Playground logs; fix config (e.g. prompt, credentials, tool action) and run again.
- Integrations (Composio, Google Sheets, etc.): Use the in-app connection flow or BotIntelli-managed keys where offered; avoid pasting raw API keys in the designer unless the UI is designed for it.
Quick Reference
| Goal | Action |
|---|---|
| Create workflow | Open Workflow Designer or Create workflow; add nodes and edges. |
| Edit workflow | Open it from Workflows in the designer. |
| Add node | Drag from component palette onto canvas. |
| Connect flow | Draw edges from output to input. |
| Configure node | Click node → set options in config panel. |
| Test | Use Playground → input → Run. |
| Save | Click Save. |
For managing and running saved workflows, see the Workflows guide. For starting from a pre-built flow, see Templates.