This guide covers advanced Flow Builder features and optimization techniques. If you’re new to Flow Builder, start with Flow Builder Basics first.
Prerequisites: This guide assumes you understand basic flow creation, entities, and connections. Complete a few flows using the AI Assistant before diving into these advanced features.

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Analytics Dashboard

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Flow Performance Analytics

Wizflow provides detailed analytics to help you optimize your flows for better completion rates: [GIF Coming Soon: Working demonstration of the Analytics Dashboard showing drop-off analysis and performance charts]

Completion Funnel

Visual Flow Tracking
  • See exact user progression through each step
  • Identify the biggest drop-off points
  • Track completion rates over time

Response Data Dashboard

User Interaction Insights
  • View all user responses and submissions
  • Export data for analysis
  • Track form performance metrics

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Analytics Features

High-Level Flow Performance
  • Overall completion rates
  • User journey visualization
  • Traffic patterns and peak usage times
  • Conversion funnel analysis
Optimization Strategy: Focus on the biggest drop-off points first. Even small improvements at high-traffic abandonment points can significantly increase overall completion rates.

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Node Collections

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What Are Node Collections?

Node Collections are libraries of reusable flow components that can be shared across multiple flows: [GIF Coming Soon: Demonstration of browsing and using Node Collections in Flow Builder]

Reusable Components

Building Blocks
  • Pre-built entities with common functionality
  • Tested triggers for integrations
  • Markers and annotations for flow organization

Share Across Flows

Consistency & Efficiency
  • Maintain consistent user experiences
  • Save time with proven components
  • Update once, benefit everywhere

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Available Collections

Mathematical & Financial Components
  • Insurance premium calculators
  • Loan eligibility assessments
  • Investment projection tools
  • Tax calculation helpers

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Using Node Collections

1

Access Collections

Click the Node Collections button in the Flow Builder toolbar
2

Browse by Category

Review collections organized by function (entities, triggers, integrations)
3

Preview Components

See component descriptions and requirements before adding
4

Add to Flow

Drag collection components directly onto your canvas
5

Configure & Test

Customize components for your use case and test thoroughly

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Advanced Canvas Management

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Complex Flow Navigation

For flows with many entities, use these tools: [Screenshot Coming Soon: Complex flow showing navigation and organization tools]

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Multi-Entity Operations

Selection Tools

Working with Multiple Entities
  • SHIFT + drag: Select entities in a region
  • CMD/CTRL + click: Add individual entities to selection
  • Select all: Choose all entities of a specific type

Bulk Operations

Efficient Editing
  • Copy/Paste: Duplicate sections with relationships intact
  • Bulk delete: Remove entire sections at once
  • Group move: Reposition related entities together
  • Bulk property editing: Change multiple entity settings

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Version Control & History

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Flow History Management

While advanced version control is in development, use these current capabilities: [Screenshot Coming Soon: History panel showing version management options]

Never Lose Progress

Automatic Backup
  • All changes automatically saved
  • Browser backup prevents data loss
  • Recovery from unexpected closures

Version Tracking

Change History
  • View all published versions
  • See what changed between versions
  • Revert to previous versions when needed

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Publishing Strategy

Understanding the Difference
  • Save: Keep changes as draft, safe for experimentation
  • Publish: Make changes live immediately for all users
  • Static Analysis: Automatic check for common issues before publishing
Publishing Impact: Published changes affect users immediately. Always test thoroughly in draft mode before publishing, especially for flows with active users.

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Custom Entities in Advanced Workflows

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When to Build Custom Components

Custom entities become essential for advanced workflows that require:

Specialized Business Logic

Beyond Standard Entities
  • Complex calculations specific to your industry
  • Multi-step validation processes
  • Integration with proprietary systems

Advanced User Interactions

Rich Interface Components
  • Interactive visualizations and charts
  • Multi-file upload with processing
  • Real-time data validation and feedback

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Integration with Advanced Features

Custom entities work seamlessly with other advanced Flow Builder capabilities:
  • Analytics Integration: Custom entities automatically report user interaction data
  • Node Collections: Package your custom entities for reuse across flows and teams
  • Variables System: Access and manipulate flow variables within your custom logic
  • Conditional Logic: Use custom entity outputs for sophisticated routing decisions

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Performance Considerations

When building custom entities for complex flows:
Deep Dive: For complete custom entity development including the AI-powered Custom Entity Copilot, technical implementation, and extensive examples, see the dedicated Custom Entities Guide.

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Variables & Data Model Integration

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Dynamic Value Computation

Use Variables for sophisticated data handling: [Screenshot Coming Soon: Variables panel showing dynamic computations]

Global Variables

Cross-Flow Data Sharing
  • Share data between different flows
  • Maintain user context across sessions
  • Create personalized experiences

Computed Values

Dynamic Calculations
  • Real-time calculations based on user input
  • Complex business logic implementation
  • Conditional value derivation

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External Data Integration

Connect with external systems for rich data experiences:
Household Data Integration
  • Family member information
  • Household composition data
  • Demographic insights for financial planning

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Localization

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Multi-Language Support

Make your flows available in multiple languages: [GIF Coming Soon: Demonstration of language switching and management]

Language Management

Multi-Language Flows
  • Same flow logic, multiple languages
  • Centralized translation management
  • Context-aware language switching

Regional Adaptation

Cultural Customization
  • Regional date and number formats
  • Cultural adaptation of content
  • Local compliance requirements

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Localization Features

1

Enable Localization

Turn on multi-language support for your flow
2

Add Languages

Choose target languages for your audience
3

Translate Content

Translate entity labels, help text, and messages
4

Test Each Language

Verify translations work correctly in context
5

Manage Updates

Keep translations synchronized with flow changes

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Performance Optimization

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Flow Efficiency Strategies

Based on analytics data, optimize for better user experiences:

Entities Overview

Complete guide to all 35+ entity types and their advanced properties

Conditional Logic & Routing

Master complex branching and conditional display patterns

Triggers & Integrations

Advanced automation and external service integration

PDF Form Editor

Generate dynamic documents from flow data with visual editor

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Support Resources

Technical Support

Advanced Implementation Help Contact support@wizflow.io for complex flow architecture and optimization guidance

Flow Builder Basics

Foundation Knowledge Return to Flow Builder Basics for core concepts and getting started