The Workflow Canvas is AIUNIFY Chat's visual editor for building and reviewing connected Workflow steps.
Unlike the classic linear form, the Canvas displays the Workflow as nodes and connections so you can see how visitor input moves through the flow.
Open Workflows and select a Workflow Name or its Settings action.
The Workflow opens in the Canvas, where the trigger appears at the top and the configured steps appear as connected nodes.
The top Canvas toolbar contains the Workflow Name.
You can edit the Name directly before saving the Workflow.
Use a descriptive name that makes the purpose of the Workflow clear to other workspace users.
The Canvas toolbar provides three status choices:
Use Draft while creating, restructuring, or testing a Workflow.
A Draft Workflow is retained but is not intended to run for production visitor traffic.
Set the Workflow to Active when its trigger and connected steps have been tested and are ready for visitor traffic.
Because Workflows are evaluated before the normal Agent response path, activate them only after confirming that their keywords are specific enough to intercept the intended visitor questions.
Use Disabled when you want to stop a previously configured Workflow without deleting it.
This is useful when a campaign ends, a process changes, or a Workflow needs additional review before being used again.
The Canvas represents the Workflow trigger as a dedicated top node.
The trigger contains the configured keywords and Match Mode.
The supported Match Modes are:
The Add step palette provides:
Select the required step type to add a new node to the Canvas.
Connect nodes by dragging from a node handle to the next step.
Branch nodes provide a separate connection handle for each configured case so different results can travel down different paths.
Review every connection before saving. An unconnected node may not participate in the visitor flow as intended.
Select a Canvas node to open its inspector on the right side.
The inspector exposes the settings applicable to that node type.
Selecting empty Canvas space clears the current node selection.
Use the node inspector's Delete action to remove a selected step.
The Trigger node cannot be deleted through the normal node-delete operation.
When a step is deleted, connections entering or leaving that node are also removed. Inspect the remaining flow before saving.
Select Save in the Canvas toolbar after changing the Name, Status, trigger, nodes, or connections.
The Canvas saves both the Workflow's executable steps and the visual Canvas definition.
Select Linear edit when you want to return to the standard Workflow form.
The linear form is most useful for Message, Question, and Escalate sequences. Use the Canvas for visual branching and advanced nodes such as Tag Lead and Webhook.
The Canvas includes visual controls and a MiniMap for navigating larger flows.
As Workflows become more complex, keep the graph organized so another workspace user can understand the visitor path without reverse-engineering the connections.
Deleting a Canvas node is different from deleting the complete Workflow.
To remove the entire Workflow, return to the Workflows list and use its delete action.
The interface warns that deleting the Workflow cannot be undone.
If the goal is only to stop execution temporarily, use Disabled instead of deleting it.