Your First Flow

This guide walks you through creating, testing, and publishing a simple AI Flow from start to finish. By the end, you will have a working Flow that you can share with anyone.

Step 1: Create a new Flow

1. Open the Flows page from the sidebar.
2. Click the New Flow button in the top-right corner.
3. Give it a clear name - something that tells users what it does (for example, "Blog Post Writer" or "Customer Support Bot") - and continue. FormWise creates the Flow and opens the editor.

Step 2: Describe it and choose a view type

Open the Overview tab of your new Flow:

1. Add a short description that explains what the Flow is for. This will be visible to anyone who uses or discovers your Flow.
2. Under View Type, pick how users will interact with it - Chat View for a conversational interface, or Form View for a structured layout with input fields. For this guide, either works; you can change it later.

Step 3: Add an Agent node

Once your Flow is created, you will be taken to the workflow builder. This is the visual canvas where you define what your Flow does behind the scenes.

1. You will see a starting node already on the canvas. This represents the input your users will provide.
2. Click the plus (+) button on the starting node to add a new step.
3. Select AI Prompt from the list of available nodes - this is the Agent node.

An Agent node is the core building block of any FormWise Flow. It is where the AI does its work - taking the user's input, following your instructions, and generating a response.

Step 4: Configure the Agent node

Click on the Agent node to open its settings panel. Here is what to fill in:

1. Agent's Instructions - This tells the AI how to behave. Write a plain-language description of what you want it to do. For example: "You are a helpful blog post writer. Given a topic from the user, write an engaging, well-structured blog post of about 500 words."
2. Model - Choose which AI model to use (for example, a GPT, Claude, or Gemini model). If you are not sure, the default selection is a great starting point.

That is all you need for a basic Flow. There are more advanced settings available, but you can explore those later.

The Agent node's model settings are separate from the Agent product - reusable AI personas you build on the Agents page and assign elsewhere. This guide only needs the Agent node itself.

Step 5: Test it in preview

Before publishing, make sure everything works:

1. Click the Preview button at the top of the workflow builder.
2. Fill in the sample input - for a form Flow, fill out the fields; for a chatbot, type a message.
3. Run the test and review the output. If the result is not quite right, go back and adjust your system instruction or model settings.

Feel free to test a few times until you are happy with the results.

Step 6: Publish a version

Once your Flow is working the way you want:

1. Click Publish in the top-right corner.
2. FormWise will create a published version of your Flow. This locks in your current configuration so users get a consistent experience.
3. You can always come back and make changes, then publish a new version when you are ready.

Step 7: Share or embed it

After publishing, you have several ways to get your Flow in front of users:

1. Share link - Copy the direct link to your Flow and send it to anyone. They can use it right in their browser.
2. Embed - Grab the embed code and add your Flow directly to your website, landing page, or app.

You will find these options on the Flow's detail page or in the publish confirmation screen.

You did it!

You have just built and deployed your first AI Flow with FormWise. From here, the possibilities are wide open. Here are a few things to explore next:

• Add more nodes to your workflow to create multi-step Flows. Learn more in the Tools section.
• Bundle Flows into a Suite to share a collection with your users. See Toolsets.
• Upload documents to Notebooks so your Flows can reference your own data. See Notebooks.
• Manage API keys and team members in Settings.