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Flow Builder

The Orbit Flow Builder is a visual drag-and-drop editor for designing communication workflows. Built on React Flow, it provides an intuitive canvas where you connect nodes to build automations of any complexity.

Accessing the Builder

Open the Flow Builder from the Orbit dashboard: Flows > Create New Flow or edit an existing flow.

Node Types

Drag nodes from the sidebar onto the canvas and connect them to build your flow.

Triggers

NodeDescription
Incoming MessageStarts when a message is received on any channel
Incoming CallStarts when a phone call is received
API TriggerStarts when an external system calls your flow’s webhook URL
ScheduleStarts on a cron schedule (e.g., daily at 9 AM)
EventStarts when a platform event fires (e.g., contact.created)

Actions

NodeDescription
Send SMSSend an SMS message
Send WhatsAppSend a WhatsApp template or session message
Send EmailSend an email using a template or inline content
Make CallInitiate an outbound voice call
HTTP RequestCall any external API
Run AgentHand the conversation to an AI agent
Set VariableStore a value for use in later nodes

Logic

NodeDescription
ConditionBranch based on a value (if/else)
SwitchBranch based on multiple values (switch/case)
DelayWait for a duration before continuing
Wait for ReplyPause until the user responds
LoopRepeat a sequence for each item in a list

Building a Flow

1. Add a Trigger

Every flow starts with a trigger node. Drag one onto the canvas — this defines what starts your workflow.

2. Add Action Nodes

Drag action nodes below your trigger and connect them by dragging from the output handle of one node to the input handle of the next.

3. Use Variables

Reference dynamic data in any text field using double curly braces:
Hello {{contact.first_name}}, your order {{trigger.data.order_id}} has shipped!

4. Add Conditions

Use condition nodes to create branches:
If {{trigger.data.order_total}} > 100
  → Send VIP thank you email
Else
  → Send standard confirmation SMS

5. Test Your Flow

Click Test in the toolbar to simulate the flow with sample data. The builder highlights each node as it executes so you can trace the path.

6. Publish

Click Publish to activate your flow. Published flows process live events immediately. You can pause or unpublish a flow at any time without deleting it.

Keyboard Shortcuts

ShortcutAction
Ctrl + SSave flow
Ctrl + ZUndo
Ctrl + Shift + ZRedo
DeleteDelete selected node
Ctrl + DDuplicate selected node
Space + DragPan the canvas
ScrollZoom in/out

Version History

Every save creates a version. Access previous versions from Flow Settings > Version History to compare changes or roll back.