Open builder on a campaign, or /campaigns/:id/builder. The builder takes the whole screen.
The campaign builder canvas with AI Generate marked 1, Add new Trigger marked 2 and Run marked 3
1

AI Generate

Draws a whole workflow from a description. See AI Generate.
2

Add new Trigger

Adds what makes customers enter this campaign. See Triggers.
3

Run

Fires the campaign against its audience now.

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The three areas

  • Left, the node palette, grouped into Builtin, Contact and Messaging. See Automation Nodes.
  • Middle, the canvas. Drag the background to pan, scroll to zoom, drag a box to select several nodes.
  • Right, the config drawer for whichever node you clicked.
The header holds AI Generate, History, Link Products and the save indicator. Saving happens by itself in the background; the spinner says when it is running. Closing the tab with unsaved work asks whether to save or discard.

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Draw the flow

Drag it from the palette onto the canvas, or click the + on an existing arrow to insert a node in the middle of it.
Drag from the small circle on the source node to the circle on the target.
Select a node or arrow and press Del, or use the node’s own menu.

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Configure a node

The drawer’s fields come from the node’s own schema, so each node shows only what it needs. Fields validate as you type, and four helpers appear where they apply: a variable picker, a template picker, a credential picker filtered to the right channel, and a fit-criterion picker.

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Variables

The { } icon in a field opens the namespace tree. Click a leaf and it inserts {{customer.firstName}} at the cursor.
NamespaceWhat it holds
customer.*firstName, lastName, fullName, email, linkedinUrl, phone, telegramChatId, language, country, timezone, tags[], and company.name, company.domain, company.industry
trigger.*type, and payload.* for a webhook or event
run.*id, startedAt
node.<id>.output.*Anything an upstream node produced, such as node.email-1.output.replied
org.*name

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Branching

An arrow with no condition means “move on when this node finishes”.
On a messaging node, each outgoing arrow can carry a condition about what the message did: replied, clicked, opened, bounced, or default for none of those. Use it for branching on an outcome.

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Compile errors

A red banner lists what stops the campaign activating. Click an error to jump to the node.
ErrorWhat to do
NO_TRIGGERAdd a Trigger node
DANGLING_NODEA node has no route to an Exit — connect it
INFINITE_CYCLEA loop with no Wait in it — add one, or break the loop
MISSING_FIELDFill the required field the error names
INVALID_CREDENTIALThe credential was deleted or disabled — pick another
INVALID_TEMPLATEThe template name does not exist

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History

History opens the run table for this campaign: one row per run, with its status. Drill into a run to see node-by-node what happened to that specific customer — which is where you look when a customer is stuck or a send failed.