Creating a Flow

This guide walks you through creating a new Flow in FormWise. In just a few steps, you will have a workspace ready to start building your AI-powered application.

[Screenshot: The Create Flow dialog with a name field and Flow style picker.]

How to create a new Flow

1. Open the Flows page from the sidebar on the left.
2. Click the New Flow button in the top-right corner.
3. Enter a name for your Flow. Pick something descriptive so you can find it later (for example, "Blog Post Generator" or "Customer Support Bot").
4. Add an optional description to remind yourself - or your team - what this Flow is for.
5. Choose the Flow style (see below).
6. Click Create. Your new Flow opens directly to the Design tab, where you can start building.

To create an Agent instead of a Flow, use the Agents page in the sidebar. The flow is similar - you pick a name and the guided builder opens up. See Agents.

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Picking a Flow style

FormWise offers two Flow styles. Pick the one that matches how your users will interact with the AI.

Form

Your users fill out a structured form and receive an AI-generated result when they submit.

• When to use it - The user provides a well-defined set of inputs and gets a single output back. Great for generators, analyzers, calculators, and one-shot transforms.
• What the builder looks like - A Form Builder for input questions and a Workflow Builder for the logic that runs on submit.
• Learn more - Form Builder, Workflow Builder.

Chatbot

Your users have an ongoing conversation with the AI - multi-turn, with memory of the chat history.

• When to use it - Support bots, assistants, Q&A over a knowledge base, anything where back-and-forth matters.
• What the builder looks like - A Workflow Builder that runs on every message. The Start node automatically receives the user's message and conversation history.
• Optional capabilities - Enable voice mode for hands-free use, artifacts for generated documents and images, and chat attachments so users can upload files mid-conversation. Configure these on the Agent node - see Configuring Agent Nodes.

Not sure which to pick? Start with a Chatbot. It is the most flexible, and you can always duplicate the Flow later to turn it into a different shape.

Looking for a persona-driven agent instead of a workflow? See Agents - Agents have their own guided builder, separate from Flows.

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After you create the Flow

Once your Flow opens in the editor, a few quick things to do before you start designing:

• Set the description and category on the Overview tab so it is easy to find later.
• Decide on visibility in the Settings tab. Flows are private to your organization by default; you can later generate a public link or embed code. See Deploying.
• Open the Design tab and either start building from scratch or use the AI workflow assistant to scaffold a first draft from a plain-language description. See Workflow Builder.

Organizing your Flows

As you build more Flows, keeping them organized becomes important. FormWise gives you several ways to stay on top of things:

• Folders - Group related Flows into folders. Click New Folder on the Flows page to create one, then drag Flows into it.
• Categories - Tag your Flows with categories to filter them quickly.
• Favorites - Star the Flows you use most often so they appear at the top of your list.
• Search and filter - Use the search bar at the top of the Flows page to find any Flow by name. You can also filter by type, category, or folder.

Duplicating an existing Flow

If you want to create a Flow that is similar to one you already built, you do not have to start from scratch:

1. Go to the Flows page.
2. Find the Flow you want to copy.
3. Click the three-dot menu (or right-click) on the Flow card.
4. Select Duplicate.
5. A copy of the Flow is created with all its workflow logic, form fields, and settings intact. You can rename it and make changes from there.

Duplicating is a great way to create variations of a Flow - for example, building a content generator for different audiences or languages.

What's next

Now that your Flow is created, it is time to build out the logic:

• Workflow Builder - learn how the visual editor works.
• Configuring Agent Nodes - the most important node in any workflow.
• Form Builder - design the input form for a Form Flow.
• Agents - the guided builder for persona-driven agents.
• Testing and Quality - try your Flow out before you ship it.