Editing by hand
On the canvas you can:
Rename a stage inline
Add or remove stages and steps
Drag to reorder stages (left/right) and steps within a stage (up/down)
Click any step to open the inspector, where you set the step type, delay/timing, assignee role, and conditions
For email and SMS steps, the inspector includes an inline template editor. You can write the subject, recipient, and body, and insert merge tags so the message fills in real contact details when it sends. Templates save automatically as you type.
Editing with AI chat
Describe the change you want in the chat panel, for example:
"Add an onboarding call step after the welcome email"
"Write a gentler reminder email on the agreement step"
"Remove the second follow-up stage"
The assistant doesn't change anything directly. Instead it proposes the change as a preview on the canvas, color coded so you can see exactly what would happen:
Green ghost cards = items that would be added
Red overlays = items that would be removed
Amber highlights = items that would be modified
Use the Accept or Reject controls in the toolbar to apply or discard the proposal. Nothing is committed until you accept.
The chat stays focused on building your process. it'll redirect off-topic requests and won't help bypass account controls.
Draft vs. Live
Use the draft/live toggle in the top bar to control whether the process is active. The editor flags incomplete steps, such as an email step with no template or a "change stage" step with no target, with warning icons on the canvas and a badge in the top bar so you can clean those up before going live.
Other inspector tabs
Beyond steps, the editor includes tabs for Roles (assign existing account roles or create new ones), Settings (process identity, contact roles, default outbound email, tracking options), Autopilot (automation rules with conditions and scheduling), and Version History to review past changes.