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Version: 0.9.17-patch1

Draft and publish

Every flow you edit in the Flow Designer is a draft. Drafts are safe to mutate at will and can be tested in isolation. Once you're happy with the result you publish it — that's when it becomes the version that real callers actually reach.

Who can save and publish

Team roleSave draftPublish
VIEWERNoNo
MEMBERYesOnly when the team allows Members can publish Apps (team admin setting).
ADMIN / SUPERUSERYesYes

The server enforces these rules even if the UI is stale. Team admins toggle Members can publish Apps under Settings → Team.

The legacy "Sync app" button is gone. Publish replaces it.

Lifecycle at a glance

Each flow has a version history with three statuses:

StatusWhat it means
DRAFTYour in-progress edits. Not served to real endpoints.
PUBLISHEDCurrently live. Conversations routed to this app's endpoints run against this definition.
ARCHIVEDA previously published version superseded by a later publish. Kept for audit and revert.

At any moment there is exactly one published version per flow (or zero, on a brand-new app). Saving in the editor always writes to the draft — it never silently mutates the published version.

Draft mode

When you're editing, you're working on the draft. Two things happen behind the scenes:

  • Autosave — the draft is persisted to the platform as you edit, so you can close the tab and return.
  • Test endpoint — the first time you run a test call, the Flow Designer creates a temporary WebRTC endpoint that points at the draft. Subsequent tests reuse the same temporary endpoint and re-push the latest definition.

Running a test call

Click Test in the toolbar. The browser opens a WebRTC session against the temporary endpoint and the draft definition runs end to end. The test panel below the canvas shows:

  • Connection status (preparing / connecting / running / ended).
  • Inline conversation events (user turn, agent turn, tool call, transition).
  • A link to the resulting conversation record after the call ends.

A single voice-agent node can also be tested in isolation — the Flow Designer wraps it in a minimal "single voice node" flow on the same temporary endpoint, useful for prompt iteration.

What test calls do not do

  • They do not invoke real PSTN — even if the flow has a phone endpoint, the test uses WebRTC.
  • They do not mutate the published version.
  • They do not touch the real endpoint's traffic.

Publishing

When the draft is ready, click Publish in the toolbar.

  1. The current draft becomes a new PUBLISHED version (with an incremented version number).
  2. The previous published version is moved to ARCHIVED.
  3. The real endpoint(s) on the platform are re-synced to point at the new version. This is immediate — the next call arrives at the new flow.

If there is no draft (you're looking at a flow that hasn't been changed since the last publish), the Publish button is disabled and the toolbar shows "Already live — make a change to publish a new version".

Reverting

From the Version History drawer you can:

  • Load any previous version into the editor as a new draft (useful for inspecting or copy-editing).
  • Revert the current draft back to a previous version's content. The revert itself is a draft action — you still need to publish for the change to go live.
  • Rollback to a published version when you need to restore a known-good live flow. The selected historical version becomes the new draft, so you can inspect it, run a test call, and publish it deliberately.
  • Delete an unwanted draft when you want to discard the in-progress draft and return to the published version.
Rollback is still controlled

Restoring an older published version does not silently change live traffic. It creates a draft from the historical version; publish it only after you have reviewed or tested it.

Editing a live flow

Because publishing is a single click, the safest pattern is:

  1. Open the flow. The canvas shows the currently published version (as a draft).
  2. Make your changes.
  3. Run one or more test calls.
  4. Publish.

If you want to keep iterating without going live, just don't publish — the draft will stay around indefinitely and the previously published version keeps serving real traffic.

See also