Drawing a flow is two jobs: adding the right step and connecting it to the right exit. Skip the connecting and the step sits on the canvas but never runs — the trap beginners fall into most often. This guide covers every editing action on the canvas, separately for a mouse and for a touchscreen.
⚠️ Note: A flow can hold at most 200 steps and 400 connections. A draft beyond that cannot be saved and the editor reports a save error. Well before those numbers it is healthier to split the flow in two and join the halves with an Another flow step.
Two ways to add a step
From the palette
Press Add step at the top left of the canvas.
The menu lists the step types one under another, each with its name and a one-line description.
Click the type you want.
The step is placed in free space near the middle of the screen and selected automatically; its editor panel opens.
The new step is connected to nothing. Until you wire it to an exit, the flow never reaches it.
💡 The palette is filtered for your account's channel: in an Instagram-only account the List and Template steps never appear, and in a WhatsApp-only account Reply to comment does not. Steps your plan does not cover are shown, but carry a lock icon next to the name.
Adding and connecting from an exit
This route is quicker because it adds and connects in one move:
Click the source step to open its editor panel.
Scroll down to the Connections section at the bottom.
Find the row of the exit you want to wire.
Press the plus button (Add and connect a step) on the right of that row.
Pick the type from the menu.
The new step is placed to the right of the source, the connection is made and the canvas pans to it.
What an exit is, and how many a step has
Under every step card sit one or more exits, each on its own row with a small connection dot on its right edge. The name tells you what the exit means:
Then — Where to go after the step has done its job. For most steps this is the only exit.
Reply — Followed when the person answers in writing (when is on in a message step).
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Wait for a written reply
No answer — Followed when the person does not answer within the given time.
True / False — The two branches of a condition step.
Button — Every button on a message or card opens its own exit; the row carries the button's label.
Branch — The named branches of the random split and external request steps.
Failed — Followed when the AI step could not produce a reply.
Invalid answer / Timed out / Failed — The failure branches of the collect-data and external-request steps.
An exit can be connected to exactly one step. Wiring a second connection to the same exit removes the first automatically.
If you delete a button on a step, the connection wired to that button's exit is dropped automatically as well.
Connecting: three methods
Dragging with a mouse
Grab the dot on the right of the source exit and drop it on the dot on the left edge of the target step. If the target has no input (the Note step, for example) no connection is made.
On a touchscreen
Holding a tiny dot with a finger is hard, so there is an invisible catch area around each dot and a generous drop radius. Even so, the most reliable route is the Connections section.
Choosing in the Connections section
Click the source step.
Find the exit in the Connections section at the bottom of the panel.
Pick the target step from the dropdown. The list shows readable step names ("Message · Hi! How can I…").
To remove a connection, choose Not connected from the same list.
This method works on a phone and on a desktop, with no risk of dropping in the wrong place.
Moving and editing steps
Moving — Grab a step card and drag it. Where a card sits on the canvas does not change the order of the flow; order comes only from the connections. Position is purely for readability.
Selecting — Click the card. The selected card's border is highlighted.
Multiple selection — Drag a box across empty space, or hold Shift while clicking, to select several steps.
Duplicating — Press the copy icon at the top right of the editor panel, or press ⌘D (Ctrl+D on Windows). The copy lands slightly below and to the right of the original.
Copy/paste — Copy with ⌘C, paste with ⌘V. If you selected several steps, the connections between them are copied too; connections leading outside the selection are not.
Deleting — Press the bin icon at the top right of the panel, or press Delete/Backspace while the step is selected. Deleting a step removes every connection into and out of it.
⚠️ Note: The Start step can be moved but not deleted or duplicated. Every flow must have exactly one start; if a second one appears the pre-publish check treats it as an error.
Keyboard shortcuts
These shortcuts, also written in the right-hand panel when nothing is selected:
Delete / Backspace — Delete the selected step.
⌘Z (Ctrl+Z) — Undo.
⌘⇧Z (Ctrl+Shift+Z) or ⌘Y — Redo.
⌘C / ⌘V — Copy / paste.
⌘D — Duplicate.
Shortcuts do not fire while you type inside a text box: pressing ⌘Z while editing a message undoes your typing, not the flow.
How to read a step on the canvas
Every card starts with the step's icon and type. Under the heading sits a summary: the first words of the message, how many rules a condition has, the length of a wait, the name of the target flow. So you can tell what a card does without opening it.
Two extra marks can appear in a card's heading:
A lock icon — Your plan does not cover this step. The step stays on the canvas and the flow can be published; but a session that arrives here stops.
A number badge — How many issues that step has. Red is an error, amber a warning.
A concrete example
A florist wants to offer two choices to anyone who writes "order":
Add step → Message. Write "Which would you like?" into the text.
In the same panel, use Add button to add two buttons: "Bouquet" and "Potted".
Scroll to Connections at the bottom of the panel: there are now two exit rows named Bouquet and Potted.
Press the plus button on the Bouquet row → choose Message. The new step is added and connected. Write the bouquet prices into it.
Do the same for the Potted row.
Go back to the Start box and connect its Then exit to the first message.
Check the issue button: once the "… exit is not connected to a step" warnings are gone, the flow is complete.
Common mistakes and how to fix them
Adding a step and never connecting it. The most common mistake. The pre-publish check warns "No path reaches this step"; because a warning does not block publishing, it is easy to miss.
Trying to connect one exit to two steps. Not possible; the second connection replaces the first. To split the path, use a Condition or Split randomly step.
Thinking that arranging cards changes the order. Only connections determine the order.
Deleting a button and expecting the branch to stay attached. Deleting a button removes its exit and its connection; the branch is left dangling.
Pressing ⌘Z in a text box and expecting the flow to undo. Inside a box the shortcuts apply to the text; click empty space first.
Cramming 200 steps into one flow. It becomes unreadable and you hit the save limit. Split it and join the parts with an Another flow step.