Tips and tricks related to the bot canvas and building to help you be an efficient builder!
Search Bar - Any Bot
The Search bar in the canvas is a hidden gem. For specific use cases this tool is very useful!
For example, as we continue to improve our platform, you may need to find specific nodes that are missing a Flag value, preventing you from validating or deploying your bot:
- Note the Search bar in the canvas
- Click the Gear icon for advanced settings
- Choose "Flags" to find all nodes with Flag values
- The results will highlight in yellow to help you easily spot the nodes you're looking for!
Preview - Any Bot
The preview option helps you see the current process of your active bot inside the dashboard. *Note that the preview only applies to the currently running bot, so once it hits a Switch node, the preview will pause. There are different ways to see the bot preview depending on your bot type:
- In a HumanX Bot type, the Preview button is visible on the deployment page once the canvas has been successfully validated:
- In a Flow type bot, the Preview button appears within the canvas itself:
Concat Node Excel Calculator - GenAI
For advanced users looking for an easier way to bring conversation-specific context within their AI bot. Click here to download an Excel workbook used to formulate multiple Set Field nodes and formulas to automatically calculate names,