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Documentation Index

Fetch the complete documentation index at: https://docs.dialai.ca/llms.txt

Use this file to discover all available pages before exploring further.

Flows page in light mode
The Flows page is your hub for AI conversations. Every customer-facing flow your tenant owns is here as a card — open it, edit it, test it on any channel, or publish a new version.

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Accessing the Flows page

Navigate to Build > Flows in the left sidebar.

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What’s on a flow card

Each card represents one flow and shows:
  • The flow’s name and an auto-generated thumbnail.
  • Whether the latest version is Draft or Published.
  • The last edited timestamp.
  • The Points of Contact linked to this flow, with quick links to each.
Four action buttons live on every card:
ButtonWhat it does
EditOpen the flow editor — the visual canvas of states and transitions.
TestPop a menu to test the flow on a specific channel (Voice, Web, SMS, Email, or Advanced).
VersionsSwitch between the current draft and any published versions.
More actionsConfigure, Export, Generate AI Image, Duplicate, Delete.

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Test menu

The Test menu lets you run a real-time conversation against the flow without involving a real customer or channel.
Test menu options
  • Voice — simulates a phone call. Use spaced letters (e.g., B r i a n) to imitate the customer spelling something out, just like over a real voice line.
  • Web — runs the flow as a web chat session with the same UI a customer would see.
  • SMS — short, single-message turns.
  • Email — async, formatted-body conversation.
  • Advanced — opens a configurable test interface with platform-specific parameters.
For deeper testing — including recorded scenarios you can replay against future versions — see Testing Flows.

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More actions menu

More actions menu in light mode
  • Configure — open the Configure Flow page. See Flow Configuration for the full reference of every tab.
  • Export — download the flow as a portable JSON file.
  • Generate AI Image — re-roll the auto-generated thumbnail.
  • Delete — irreversibly remove the flow. Disabled if any POC still references it.
  • Duplicate Flow — make a copy. Useful for testing experimental changes against a known baseline.

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Importing a flow

The Import link in the top-right brings in a flow exported from this or another Dialai workspace.
1

Click Import

Opens the import dialog.
2

Pick the exported file

Drag-and-drop or Upload a file. Only files exported from a Dialai instance work — hand-edited JSON is unsupported and will likely fail validation.
3

Upload

The flow appears in your grid as a fresh draft. Open it to confirm states, transitions, and function references resolved correctly.

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Filtering

Click Filter in the top-right to open a sidebar that lets you narrow the visible flows by name. Useful when your tenant has tens of flows and you want to find one quickly.

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Creating a new flow

Click Create Flow in the top-right. You’ll land on the new-flow form to set the private/public name and description. After save, the flow opens in the editor with a single Initial state, ready for you to fill in. For a step-by-step walkthrough, see Building Your First Flow.

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Tips

  • Keep flow private names clear for internal teams; reserve the public name for customer-visible contexts (auto-generated emails, voice greetings).
  • Use Duplicate Flow before any large structural change — gives you a known-good rollback point.
  • Spelling/phonetic accuracy matters most on voice calls: when testing Voice, watch for the AI agent reading numbers digit-by-digit and spelling names letter-by-letter where appropriate.

Build your first flow

Step-by-step guide for a brand new flow.

Flow configuration

Every Configure Flow tab.

Testing flows

Test Platform, Test Scenarios, and version-aware regression checks.

Points of contact

Wire a flow to a channel.