Wizflow Documentation Hub
Wizflow is the no-code platform designed for the realities of financial services. Built by the team behind Dreamplan, it lets institutions build compliant, customer-facing flows that are intuitive, fast to launch, and easy to adapt - without needing to write code or depend on IT backlogs. Welcome to the comprehensive documentation for Wizflow. Use the search function above to find specific topics, or browse the sections below to explore our platform capabilities.System Status
🟢 All systems operational View real-time platform status
Latest Release
v3.7.0 - 15 July 2026
Flow Builder Basics
New to Wizflow? Learn the fundamentals
Documentation Overview
🏗️ Core Platform
Flow Builder
Entities, logic & routing Visual builder, custom entities, global variables
Use Cases
Real-world applications Financial services workflows and solutions
🤖 AI Features
AI Assistant
Generative flow creation Overview, chat features, prompt enhancer
Training & Feedback
Tips & best practices Advanced techniques and troubleshooting
⚙️ Platform Configuration
Testing Tools
Autofill profiles & Inspector Save time with reusable test data and debug live chatflow state
🛠️ Technical Resources
Tech Specifications
Platform architecture Technical details and specifications
API Reference
Wizflow API Technical details
Release Notes
What’s new Feature updates and improvements
📚 Resources
Documentation Hub
All documentation Complete platform guides
Support
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What’s New
July Highlights (v3.7.0)
- Live Page AI Assistant — Build and edit live pages from a prompt or screenshot; the assistant creates blocks, generates images and web components, and wires in your flow’s resources
- Pension Policy Display Entity — A new entity that fetches and displays a customer’s pension policies, coverages, and risk coverage
- Data Model Editor — A redesigned master-detail editor with full support for arrays and discriminated unions
- Chatflow Summary Block — A new live page block that lists a chatflow’s summary questions and responses
- Drag to Create Nodes — Drag an edge from any node onto empty canvas to create and connect a new entity or trigger
- Security — Hardened assistant API endpoints against unauthenticated and guest users
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Flow Builder Basics
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AI Assistant
AI-powered workflows
Tech Reference
Our technical reference
Support
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