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 Assets > Flows from the sidebar.
2. Click the New button and choose Flow.
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 Publish & Share 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: Find the Agent node

Switch back to the Design tab. This is the workflow builder - the visual canvas where you define what your Flow does behind the scenes.

1. A new Flow already has three nodes on the canvas: a Start node (the input your users will provide), an AI Prompt node, and an End node.
2. The AI Prompt node is the Agent node. You do not need to add one for this guide.
3. To add more steps later, hover over the plus (+) button between two nodes and pick a node type.

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). Each model shows how many credits a run costs. 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 is separate from the Agent product - the AI teammates you build under Assets > Agents. This guide only needs the Agent node itself.

Step 5: Test it in preview

Before publishing, make sure everything works:

1. Look at the live preview pane on the right side of the Design tab. It updates as you edit.
2. Fill in the sample input - for a form Flow, fill out the fields; for a chatbot, type a message.
3. Run it and review the output. If the result is not quite right, adjust the Agent's Instructions or model settings and try again.

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. Open the Publish & Share tab and click Publish Flow.
2. Leave Make this version live checked and confirm. FormWise creates 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 both behind the Share & Embed button on the Flow's Publish & Share tab, and on the Embed & Share page in the sidebar.

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 Flows section.
• Bundle Flows into a Suite to share a collection with your users. See Suites.
• Upload documents to a Knowledgebase so your Flows can reference your own data. See Knowledgebases.
• Manage API keys and team members in Settings.