--- title: Workflow slug: intelligent-chat-agent/workflow docTags: createdAt: 2025-09-26T08:24:14.185Z --- **Overview** The **Flows** page is the central dashboard and command center within the **Workflow** module of the Exo-Chatbot platform. It serves as the primary interface for managing all the individual conversational paths, or "flows," that make up your chatbot's intelligence. A flow can be anything from a simple, single-answer FAQ to a complex, multi-step user journey. From this page, you can create new flows, edit existing ones, organize them into categories, and get a high-level view of their status. The page is designed to give you a complete picture of your bot's conversational architecture and provide all the tools needed for its management. The page features a main table listing all your flows and is surrounded by a suite of powerful tools accessible via buttons and tabs, including the **Flow Builder**, **Database management**, **API integration**, and more. ## How to Use Workflow This guide explains the functionalities available on the Flows page, which acts as the starting point for most bot-building activities. ### 2.1 Navigating to the Flows Page 1. Log in to the Exo-Chatbot console. 2. On the main navigation menu on the left, click on **Workflow**. You will land on the **Flows** tab by default. ### 2.2 The Flow Manager Dashboard The main part of the page is the Flow Manager, which contains the list of all your flows and the tools to manage them. **1. The Flows Table:** This table provides an at-a-glance summary of every flow in your bot. - **Name**: The unique name of the flow, which is often used to trigger it. - **Category**: The category the flow belongs to (e.g., "FAQ," "Service Request"). - **Last Edited On**: The date and time the flow was last modified. - **Flow Type**: Specifies how the flow was created (e.g., "Flow," "FAQ"). - **Status**: A critical indicator of the flow's health. - **Ready to Go**: The flow is complete and operational. - **Needs Attention**: The flow is incomplete or has an error that needs to be fixed. - **Actions**: A menu (...) with options to **Edit**, **Delete**, or **Duplicate** the flow. ![](https://api.archbee.com/api/optimize/SK2urIgCC2ml99YyqWOSl/NIaeN7f8ZBSlC7731rMj0-20260729-062206.png?1757677516) **2. Core Actions and Buttons:** - **Create Flow**: The primary button that launches the **Flow Builder**, where you can design a new conversational journey from scratch. - **Configure Messages**: Allows you to set the global default messages for the bot, including the initial **Welcome Message** and the **Failure Message** (shown when the bot doesn't understand a query). ![](https://api.archbee.com/api/optimize/SK2urIgCC2ml99YyqWOSl/kEql3EjfjOtuwvFKZebnh-20260729-062207.png?1757677585) - **Filter and Search**: Use the **Filter** dropdown to sort flows by Status or Category, and use the **Search** bar to find a specific flow by name. - **Import / Export**: These buttons allow you to export your bot's flows for backup or migration, and import them into another bot. - **Delete Flow**: Allows you to delete one or more selected flows in bulk. **3. Navigating to Other Workflow Tools:** The tabs at the top of the page provide direct access to other critical parts of the Workflow module: - **Database**: To create and manage tables for storing user data. - **APIs**: To integrate with external systems. - **Functions**: To write custom Python code. - **GenAI / Self Learning / Bot Testing**: For advanced AI capabilities and quality assurance. ![](https://api.archbee.com/api/optimize/SK2urIgCC2ml99YyqWOSl/XntnerYcWrLNVeh9CAPC7-20260729-062208.png?1757677695) ### 2.3 The Main Navigation Panel The panel on the left side of the screen is your primary navigation hub for the entire platform. Here is a brief overview of each section: - **Workflow**: Contains all the tools for building your bot's conversational logic, which you are currently viewing. - **Integrations**: Manage and configure connections to various channels like Web, WhatsApp, and Facebook. - **Campaign**: Create and manage outbound messaging campaigns. - **Analytics**: Access detailed reports and dashboards on your bot's performance and user interactions. - **Users**: Manage user accounts, roles, and permissions for the console. - **Settings**: Configure global settings for your bot, including its name, security options, and enabling major features. - **Message History**: View and search detailed conversation logs. - **Document**: Access API documentation and support guides. - **Collapse**: Minimize the navigation panel to expand your workspace. ![](https://api.archbee.com/api/optimize/SK2urIgCC2ml99YyqWOSl/ROmL3YbrY3fl2lJmBaVnF-20260729-062209.png?1757677761) ## Common Use Cases - **Finding and Fixing Broken Flows**: A bot builder uses the **Filter** to show only flows with the status "Needs Attention." They can then quickly click the **Edit** button on each one to go into the Flow Builder and resolve the errors. - **Organizing a New Bot**: As you build a bot, you create different categories like "Sales Queries" and "Support Issues." You then assign each new flow to the appropriate category to keep the list organized. - **Creating a New Lead Generation Flow**: You would click **+ Create Flow**, which takes you to the Flow Builder to design a conversation that asks for the user's name, email, and phone number. - **Updating** the **Welcome Message**: To change how the bot greets users, you would click **Configure Messages** and edit the text in the Welcome Message section. ## Best Practices - **Use Clear Naming Conventions**: Give your flows descriptive names (e.g., check\_order\_status instead of flow\_123) so you can easily identify them in the list. - **Categorize Everything**: As your bot grows, having dozens or hundreds of uncategorized flows becomes unmanageable. Use categories from the beginning. - **Regularly Monitor Flow Status**: Periodically check the Flows page for any flows that "Need Attention" and fix them promptly to ensure a good user experience. - **Use the "Duplicate" Action for Templates**: If you need to create several similar flows, build one complete flow and then use the **Duplicate** action to create copies that you can modify slightly. ## Common Mistakes - **Ignoring "Needs Attention" Status**: Letting flows with errors remain broken, which leads to dead ends and user frustration. - **Not Using Categories**: Having a single, long, uncategorized list of flows makes it very difficult to find and manage specific conversations as the bot scales. - **Poor Naming**: Using vague or temporary names for flows, making it hard for you or your teammates to understand what each flow does later on.