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Visual Workflow Builder

See how your AI works at a glance! The Visual Workflow Builder shows your complete RAG pipeline visually, making it easy to understand and modify how your AI processes questions and generates responses.

What is the Visual Workflow Builder?​

The Visual Workflow Builder is a drag-and-drop interface that shows your entire AI workflow as connected nodes. Instead of configuring settings in forms, you can see and modify your workflow visually.

What You Can Do:

  • See Your Pipeline: View how documents flow through your system
  • Understand Connections: See how each component connects to others
  • Modify Visually: Click nodes to configure them
  • Test Instantly: See changes reflected in real-time
  • Add Tools: Drag tools onto the canvas to extend functionality

Accessing the Visual Workflow Builder​

Step 1: Go to Knowledge Base​

  1. Go to Dashboard → Knowledge Base
  2. Connect a chat interface (if not already connected)
  3. Scroll down to find the "Visual Workflow" tab

What You'll See:

  • Tabs at the bottom: "Configuration" and "Visual Workflow"
  • Click "Visual Workflow" tab to open the builder

Alternative Access:

  • Go directly to Dashboard → Knowledge Base → Visual Workflow (dedicated page)

Understanding the Workflow​

Your RAG Pipeline​

Your workflow shows how information flows from documents to AI responses:

Documents → Parser → Embeddings → Vector Store → LLM → Response

Visual Representation:

┌──────────┐    ┌─────────┐    ┌────────────┐    ┌──────────────┐    ┌──────┐    ┌──────────┐
│Documents │───▶│ Parser  │───▶│ Embeddings│───▶│ Vector Store│───▶│ LLM  │───▶│ Response │
└──────────┘    └─────────┘    └────────────┘    └──────────────┘    └──────┘    └──────────┘

Node Types​

Core Nodes (Always Present)​

These nodes represent your RAG pipeline components:

1. Document Node​

What it shows: Your uploaded documents

  • Color: Blue
  • Shows: Number of documents, total size
  • Click to: View documents, upload new ones

2. Parser Node​

What it shows: How documents are parsed

  • Color: Green
  • Shows: Parser type (Reducto, Basic, etc.)
  • Click to: Configure parser settings

3. Embeddings Node​

What it shows: Embedding model configuration

  • Color: Purple
  • Shows: Model name (Voyage AI, OpenAI, etc.)
  • Click to: Configure embeddings API key and model

4. Vector Store Node​

What it shows: Where documents are stored

  • Color: Orange
  • Shows: Vector store type (ChromaDB, etc.)
  • Click to: Configure vector store connection

5. LLM Node​

What it shows: AI model configuration

  • Color: Indigo
  • Shows: Provider (OpenAI, Cloudflare, DeepSeek, etc.)
  • Click to: Configure LLM API key and model

6. System Prompt Node​

What it shows: Your AI's instructions

  • Color: Teal
  • Shows: Preview of system prompt
  • Click to: Edit system prompt

Tool Nodes (When Enabled)​

These appear when you enable tools:

Form Builder Node​

  • Color: Pink
  • Shows: Number of active forms
  • Appears when: Forms are created

Webhook Node​

  • Color: Cyan
  • Shows: Webhook configuration status
  • Appears when: Webhook is configured

Chat Input Node​

  • Color: Green
  • Shows: User input handling
  • Appears when: Chat input tool is enabled

Chat Output Node​

  • Color: Emerald
  • Shows: Response formatting
  • Appears when: Chat output tool is enabled

Calculator Node​

  • Color: Yellow
  • Shows: Calculation capabilities
  • Appears when: Calculator tool is enabled

DateTime Helper Node​

  • Color: Blue
  • Shows: Date/time processing
  • Appears when: DateTime helper tool is enabled

Message History Node​

  • Color: Gray
  • Shows: Conversation memory
  • Appears when: Message history tool is enabled

Using the Visual Workflow Builder​

Viewing Your Workflow​

  1. Open Visual Workflow tab
  2. See your complete pipeline as connected nodes
  3. Nodes are connected with lines showing data flow
  4. Each node shows its current configuration

What You'll See:

  • Canvas with nodes arranged left-to-right
  • Lines connecting nodes (showing data flow)
  • Node colors indicating type
  • Status indicators on each node

Configuring Nodes​

To Configure a Node:

  1. Click on any node
  2. Configuration dialog opens
  3. Make your changes
  4. Click "Save"
  5. Changes sync automatically to your knowledge base config

Example: Configuring LLM Node

  1. Click the LLM node (indigo color)
  2. Dialog opens with LLM settings
  3. Change provider, API key, or model
  4. Click "Save"
  5. Node updates to show new configuration

Adding Tools to Workflow​

To Add a Tool:

  1. Enable the tool in Tool Overview first
  2. Tool node appears automatically in workflow
  3. Click the tool node to configure it
  4. Connect it to other nodes if needed

Note: Some tools are automatically connected (like Form Builder), while others can be added manually.

Understanding Connections​

Connection Lines:

  • Solid lines: Active connections
  • Direction: Shows data flow (left to right)
  • Color: Matches source node color

What Connections Mean:

  • Documents → Parser: Documents are parsed
  • Parser → Embeddings: Parsed text is embedded
  • Embeddings → Vector Store: Embeddings are stored
  • Vector Store → LLM: Similar documents retrieved
  • LLM → Response: AI generates answer

Real-Time Sync​

Automatic Updates​

When You Change Configuration:

  1. Make changes in Visual Workflow
  2. Changes save automatically
  3. Workflow updates instantly
  4. Chat preview reflects changes

When You Change in Configuration Tab:

  1. Make changes in Configuration tab
  2. Switch to Visual Workflow tab
  3. Workflow updates to show changes
  4. Everything stays in sync!

Workflow Examples​

Simple RAG Workflow​

Basic setup:

Documents → Parser → Embeddings → Vector Store → LLM → Response

Use case: Simple Q&A with documents

Workflow with Forms​

With form collection:

Documents → Parser → Embeddings → Vector Store → LLM
                                                      ↓
                                              Form Builder → Response

Use case: Collect customer information during conversation

Workflow with Webhooks​

With external integration:

Documents → Parser → Embeddings → Vector Store → LLM
                                                      ↓
                                                 Webhook → Response

Use case: Send data to external systems

Best Practices​

1. Understand Your Pipeline​

  • Start simple: Get basic RAG working first
  • Add tools gradually: Enable tools one at a time
  • Test each addition: Verify everything works

2. Keep It Organized​

  • Use clear node labels: Make it easy to understand
  • Group related tools: Keep similar tools together
  • Document complex workflows: Note what each part does

3. Test Your Workflow​

  • Use chat preview: Test how workflow performs
  • Try different queries: See how AI responds
  • Check tool execution: Verify tools work correctly

Troubleshooting​

Nodes Not Appearing​

Check:

  • ✅ Knowledge base is configured
  • ✅ Chat interface is connected
  • ✅ Components are set up correctly

Solution:

  • Configure missing components
  • Connect a chat interface
  • Refresh the page

Changes Not Saving​

Check:

  • ✅ You clicked "Save" in configuration dialogs
  • ✅ No errors in browser console
  • ✅ Internet connection is stable

Solution:

  • Check browser console for errors
  • Try saving again
  • Refresh page if needed

Workflow Looks Wrong​

Check:

  • ✅ All components are configured
  • ✅ Tools are enabled correctly
  • ✅ No missing connections

Solution:

  • Verify all settings in Configuration tab
  • Re-enable tools if needed
  • Contact support if issue persists

Tips & Tricks​

1. Use Both Views​

  • Configuration tab: For detailed settings
  • Visual Workflow: For understanding flow
  • Switch between them: Use whichever is easier

2. Test in Preview​

  • Use chat preview: See how workflow performs
  • Try different queries: Test various scenarios
  • Check tool execution: Verify tools work

3. Start Simple​

  • Basic RAG first: Get documents working
  • Add tools later: Extend functionality gradually
  • Test each step: Verify before adding more

Next Steps​

Ready to explore your workflow? Go to Dashboard → Knowledge Base → Visual Workflow tab!