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Documentation Index

Fetch the complete documentation index at: https://docs.wizflow.io/llms.txt

Use this file to discover all available pages before exploring further.

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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

v3.4.0 - 8 May 2026

Flow Builder Basics

New to Wizflow? Learn the fundamentals

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Documentation Overview

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🏗️ Core Platform

Flow Builder

Entities, logic & routing Visual builder, custom entities, global variables

Use Cases

Real-world applications Financial services workflows and solutions

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🤖 AI Features

AI Assistant

Generative flow creation Overview, chat features, prompt enhancer

Training & Feedback

Tips & best practices Advanced techniques and troubleshooting

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⚙️ Platform Configuration

Testing Tools

Autofill profiles Save time with reusable test data

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🛠️ 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

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📚 Resources

Documentation Hub

All documentation Complete platform guides

Support

Get help Contact our team directly

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What’s New

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May Highlights (v3.4.0)

  • Trigger Output Caching — New caching layer for cachable triggers reduces cost and latency on repeated runs
  • Custom Data Model — OpenAPI & Form Builder — Drive custom data models from an OpenAPI spec or a visual form builder
  • Wizflow → Household Liquid Assets — Emergency savings now maps to Cash; new liquidAssetDepot and liquidAssetMonthlySavings map to Stocks
  • Date Picker — Added selectionHint and reordered the date picker sequence
  • Authentication — Migrated from NextAuth to better-auth across B2B Entra ID login, Identity entity, and SaaS tenant
  • Platform Stack Upgrade — Next.js 16, React 19, Tailwind CSS 4, Drizzle 0.45
View full changelog →

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Continue Reading

Flow Builder Basics

Learn the fundamentals

AI Assistant

AI-powered workflows

Tech Reference

Our technical reference

Support

Get help

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Connect With Us

Website

Visit our main website Learn more about Wizflow

LinkedIn

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