Flow Builder is Wizflow’s visual interface for creating customer workflows. With drag-and-drop simplicity, you can build everything from simple contact forms to complex financial applications that integrate with Danish government services.
No Coding Required Flow Builder uses a visual, drag-and-drop interface. You build workflows by connecting entities (building blocks) together, not by writing code.

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What is a Flow?

A Flow is a sequence of interactions between your organisation and a customer. It could be:
  • An insurance application process
  • A loan approval workflow
  • A customer onboarding journey
  • A pension advisory consultation
  • A document signing process

Linear Flows

Step-by-step processes Users go through questions in a specific order, like a traditional form

Branching Flows

Adaptive experiences Different users see different questions based on their responses

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Flow Builder Interface

[Screenshot Coming Soon: Annotated Flow Builder interface showing Canvas, Entity Palette, Properties Panel, and Toolbar]

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The Canvas

The main workspace where you build your flow by dragging entities and connecting them together.

Visual Design

See your entire workflow at a glance with entities and connections

Drag & Drop

Add entities by dragging from the palette to the canvas

Connect Entities

Draw connections between entities to create your user journey

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Quick Example: See It in Action

[Visual Example Coming Soon: Side-by-side showing a simple 3-step flow in the canvas next to how users experience it as a chatflow] This gives you an immediate sense of how canvas design translates to user experience before diving into the details.

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Entity Palette

The library of building blocks available for your flows:
Display information to users
  • Message: Text and instructions
  • Image: Visual content
  • PDF Display: Documents for viewing

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Properties Panel

Configure each entity’s settings, validation rules, and appearance when you select it on the canvas.

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Core Concepts

Understanding these four concepts is essential for building effective flows:

Entities

User-Facing Components Questions, messages, and inputs that users interact with directly

Triggers

Server-Side Actions External integrations like emails, PDFs, and API calls that happen behind the scenes

Branching Logic

Conditional Routing Direct users down different paths based on their responses using logical conditions

Markers

Flow Annotations Visual notes and labels to organize and document sections of your flow

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Canvas Operations

Right-click on any entity for:
  • Copy/Paste entity
  • Delete entity
  • Edit properties
  • Preview from this point
  • Set as Start Node

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Getting Started with Wizflow

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Three Ways to Create Flows

From the Wizflow dashboard, you have three starting options:

AI Flow

Generate with AI Assistant Describe what you want to build and let AI create 80% of your flow

New Flow

Start from Scratch Build your flow step-by-step using the visual editor

Template

Use Pre-built Flows Start with proven templates and customise for your needs
Recommended for Beginners: Start with the AI Assistant. Describe your workflow in plain language, and the AI will create a working foundation you can then customise.

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Creating Your First Flow

The fastest way to create your first flow is with the Wizflow AI Assistant:
1

Describe Your Workflow

Click “AI Flow” and describe what you want: “Create a life insurance application flow”
2

Review the Generated Flow

The AI creates entities, connections, and basic logic - typically 80% complete
3

Customise and Refine

Click individual entities to modify labels, validation, and settings
4

Test Your Flow

Use preview mode to experience the flow as your users will
5

Publish When Ready

Make your flow live for actual users

AI Strengths

What AI Does Well
  • Creates logical flow structure
  • Adds appropriate entities for your use case
  • Sets up basic validation rules
  • Connects entities in proper sequence

Your Role

What You Need to Review
  • Customise labels and messaging
  • Adjust validation requirements
  • Fine-tune conditional logic
  • Test edge cases and user paths

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Building Manually (Step-by-Step)

If you prefer to build from scratch:
1

Start with a Message

Drag a Message entity to the canvas to welcome users and explain the process
2

Add Data Collection

Add entities to collect information - start simple with Text Input or Amount
3

Connect the Entities

Draw arrows between entities to create the user path
4

Configure Properties

Click each entity to set validation rules, labels, and help text
5

Add an End Point

Use a final Message entity to thank users and confirm submission
6

Preview & Test

Test your flow thoroughly before publishing

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Simple Example: Contact Information Flow

Welcome Message
    ↓
"What is your name?" (Text Input)
    ↓  
"What is your email?" (Email Field)
    ↓
"Thank you! We'll be in touch soon." (Message)

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Working with Entities

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Entity Types

Entities are the user-facing building blocks of your flow:

Input Entities

Collect Data Ask questions and gather information from users

Display Entities

Show Information Present content, instructions, or confirmations to users
For a complete guide to all entity types and their properties, see Entities Overview.

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Configuring Entities

Click any entity to open its properties panel:
  • Label: What users see as the question or instruction
  • Key: Internal identifier for the entity (auto-generated)
  • Required: Make the field mandatory to proceed

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Testing Your Flow

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Preview Mode

Test your flow as users will experience it:

Desktop Preview

See how your flow looks and works on desktop computers

Mobile Preview

Test the mobile experience with touch interactions

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Testing Checklist

1

Happy Path Testing

Complete the flow normally with valid inputs
2

Validation Testing

Test email validation, CPR validation, and required fields
3

Error Handling

Try submitting invalid data and empty required fields
4

Mobile Experience

Ensure the flow works well on mobile devices
5

Edge Cases

Test unusual but valid inputs and boundary conditions

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Publishing and Analytics

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Publishing Your Flow

1

Final Review

Check all entity labels, validation rules, and connections
2

Complete Testing

Test the entire flow thoroughly in preview mode
3

Publish

Click publish to make your flow live for users
4

Monitor Performance

Use Wizflow Analytics to track user behaviour and completion rates

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Understanding Flow Analytics

Once published, you can monitor:
  • Completion rates: How many users finish the entire flow
  • Drop-off points: Where users abandon the process
  • Popular paths: Which branches users take most often
  • Performance over time: Trends in engagement and completion
Use analytics data to continuously improve your flows. High drop-off rates at specific entities indicate areas that need simplification or clearer instructions. For detailed analytics features, see Flow Analytics.

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Best Practices

Start Simple

Begin with basic linear flows, add complexity gradually

Think Like Users

Consider the user journey and provide context at each step

Use Clear Language

Write questions and instructions in plain, understandable language

Minimise Friction

Only ask for information you actually need

Provide Help

Use help text to guide users without cluttering the interface

Test Frequently

Test your flow regularly during development, not just at the end

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Advanced Features

For more complex workflow needs, Wizflow offers advanced capabilities:

AI Assistant Advanced

Intelligent Flow Building Entity-specific modifications, flow-wide improvements, and advanced AI capabilities

Danish Integrations

Government & Financial Services DAWA addresses, eSkat data, PensionsInfo, and MitID integration

Templates & Collections

Reusable Components Pre-built templates and node collections for common use cases

Conditional Logic

Smart Routing Advanced branching and conditional display based on user responses

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Next Steps

Explore All Entities

Learn about all 35+ available entity types and their properties

Add Conditional Logic

Create flows that adapt based on user responses

Advanced Features

Analytics, optimization, and complex flow management

Use Case Examples

See real-world applications in financial services

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Getting Help

AI Assistant

Built-in Help Use the AI Assistant for instant help with building and modifying flows

Support Team

Technical Support Contact support@wizflow.io for detailed assistance
Remember: The AI Assistant handles about 80% of flow creation automatically, but always review and test your flows to ensure they meet your specific requirements and provide a good user experience.