Topic Flow tab
Summarize
Summary of Flow tab
The Flow tab in ServiceNow's Virtual Agent Designer is the primary interface to create and manage conversation flows for virtual agents. It allows you to build dialogs by dragging and configuring user inputs, bot responses, and utility controls on a graphical canvas or table view. This tab supports designing dynamic, multi-step conversations with options to preview, test, save, and publish your topics.
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The interface varies slightly depending on whether ServiceNow Otto in Virtual Agent is installed, with a legacy UI displayed if not installed.
Key Features
- Navigation Bar: Lets you switch between multiple open topics and the home page Asset library.
- Topic Header Bar: Contains tabs for Flow, NLU Intent, Topic Properties, Topic Languages, and Table View, plus controls for activating, saving, testing, duplicating, deleting, and publishing topics. It also shows unpublished changes and recovery options.
- Palette Sidebar: Includes Components (user inputs, bot responses, utilities) and Variables (inputs and scripts) tabs for dragging controls onto the canvas and managing variables used in conversations.
- Canvas: A graphical workspace displaying the conversation flow as connected nodes representing controls. The layout adjusts automatically when nodes are added or removed.
- Node Search: Quickly locate specific nodes by name with navigation through matching results.
- Property Sheet: Displays configurable properties for the selected node, including scripting fields and NLU options when enabled.
- Data Pill Picker and Script Editor: Tools to insert variables and write JavaScript code to control conversation logic and behavior.
- Validation and Issues: Shows warnings for incomplete nodes and properties that must be fixed before testing or publishing a topic.
- Table View: An alternative view showing nodes as rows in a table with add, search, and manage capabilities.
- LLM Guided Tour: Provides an optional walkthrough of LLM-compatible components and controls when working with large language model topics.
Practical Use for ServiceNow Customers
The Flow tab empowers you to visually design and manage Virtual Agent conversations with detailed control over dialog steps, user inputs, and bot responses. It supports multi-language configurations and integration with NLU and LLM capabilities to enhance conversational intelligence.
You can test conversation flows in multiple channels such as the Otto panel, Microsoft Teams, or Slack directly from the interface, ensuring your topics behave as expected before going live. The validation system helps maintain topic quality by highlighting missing required fields.
By using the Flow tab effectively, you can create engaging and accurate virtual agent interactions that improve user experience and automate routine inquiries or processes within your ServiceNow environment.
Use the topic Flow tab to build the conversation flow. Use the controls for user inputs, bot responses, and utilities to define the flow.
Flow tab (default view)
| Feature | Description |
|---|---|
| 1. Navigation bar | Tabs to navigate between your design and the home pageAsset library. You can open and navigate between multiple topics and the home pageAsset library by selecting Virtual Agent Designer or an open topic's tab. Select the close icon |
| 2. Topic header bar | Tabs and design options for your topic:
When updating designs, the header bar displays an Unpublished Changes message until you publish the topic. Hover over the message to see a tooltip explaining the unpublished changes. For example, the changes can include your topic's main design or Natural Language Understanding (NLU) language mappings. If you close the topic without saving, a Recover changes button appears on the header bar. Select this button to recover any unpublished changes that were unsaved before
closing. The Recover changes button is replaced by the Unpublished changes message. If you add a node, then close the topic before saving or publishing, the node disappears and the button and message appear when you reopen the topic. Select Recover
changes to restore the node and remove the button. |
| 3. Palette | Collapsible sidebar with Components and Variables tabs. The Components tab shows a list of controls that you can drag onto the canvas to build a conversation. The following types of controls are available:
The Variables tab includes inputs and scripts.
|
| 4. Canvas | Area that displays the conversation flow graphically. As you drag a control onto the canvas, that control becomes a node in the conversation flow. Includes a related property sheet that opens in the right pane. Each flow has a Start and End node. When you add or remove controls, the layout of controls on the canvas is adjusted automatically. |
| 5. Node search | Option for quickly finding specific nodes in the conversation flow. Select the node search icon |
| 6. Issues warning | Counter showing number of issues needing correction before the topic can be published. For more information, see the Incomplete property warnings section of this documents. |
| 7. Node | Input or output item on the canvas created by dragging a control from the Components or Variables sidebar. All controls in the conversation are represented as individual nodes on the canvas. If a node is incomplete, a counter showing the number of issues in the node appears. For more information, see the Incomplete property warnings section of this documents. |
| 8. Property sheet | Properties specific to the selected node on the canvas. The list of properties changes based on the node you select. Each node has its own set of properties that you can define, which can include scripts that control the behavior or processing that is performed in the node. If NLU is enabled, the property sheets for Input controls contain additional NLU fields. For further information, see Assistant Designer Asset library controls |
| 9. Data pill picker | A tool for selecting data pills from input variables or script variables to use in the property field. Select the data pill picker to select from the existing variables accessible in the topic. You can also drag data pills directly into property fields. |
| 10. Script editor | A tool for adding or editing JavaScript scripts used in a property. Provides scripting assistance, including a list of valid elements at the insertion point. Elements include function name, object names, and variable names available for the topic. For more information, see the JavaScript syntax editor. |
| 11. Property sheet tab | Opens the property sheet view for the currently selected node on the canvas. |
| 12. Validation Issues tab | Opens the Validation Issues view, showing the number of issues in the topic needing correction before the topic can be published. This tab appears when you try to publish an incomplete topic, and disappears when all issues are resolved. For more information, see Publish a Virtual Agent topic. |
| 13. Resources tab | Opens the Helpful resources view, containing a link to product documentation. In an LLM topic, further resources appear including Guided tours on the canvas, and links to videos for LLM controls. |
Flow tab with Table View enabled
Most of the functionality of the Flow tab is the same in Table View. The following figure and table highlight the differences.
| Feature | Description |
|---|---|
| Palette: Variables sidebar | The Components tab is not shown. Only the Variables sidebar is visible. |
| Table view | A list of table rows, where each row corresponds to a node in the conversation flow. You can add nodes in this section. When you add or remove nodes, the table rows adjust automatically. A node can be any of
the following controls, aside from the Start and End nodes:
Select Add new node to add a node. You can specify the type of control in the dialog box. |
| Search table | Option for searching nodes in the conversation (table). |
LLM components guided tour
When you create or open a non-read-only LLM topic, a dialog box appears and displays an option to take a guided tour of the LLM components in Assistant Designer Asset library. Select the close icon to close the window or Start guided tour to be shown the various components. You can also take a tour by selecting Guided tour for LLM enabled nodes in the Helpful resources tab.
To stop seeing the dialog box open each time you open an LLM topic, select Do not show this again before closing the dialog box or starting the tour. To restore the dialog box, navigate to All, then enter sys_cb_user_preference_list.do. On the Designer User Preferences page, find the LLM_INTRO_MODAL_ENABLED preference. Open its Value field and set it to true.
Incomplete property warnings
Controls on the canvas have required properties. If required properties are missing, Assistant Designer Asset library displays the total number of missing required properties and the controls that are missing them. All incomplete warnings must be addressed to test or publish the topic.
In the following example, the topic is missing two required properties. Two nodes are affected, and each is missing one property. The Text response node is missing the Message response.
Point to the incomplete message to see a tooltip that describes what is missing.