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demo 260119

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Workflow Builder: Drag & Drop

Improved the visual design and interactions for building workflows by using drag-and-drop reordering.

  • Full drag-and-drop reordering — Complete system for reordering workflow nodes with zone detection and UX improvements
  • Visual polish — Node styling, branch path alignment, white borders, arrow gaps
  • Condition builder — Category list and breadcrumb pattern for building conditions
  • Canvas improvements — Centering fix for sidebar, minimap/node spacing
  • Edit mode — Floating header bar with auto-save drafts
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Workflow Builder: Move or Clone

Simplified the app navigation and added flow grouping, search improvements, and a cleaner browse experience. Added clone functionality for quickly duplicating workflow nodes.

  • Move/Clone buttons — Direct buttons + click-based alternative to drag for repositioning nodes
  • Browse mode — Flow grouping, navigation, and interaction improvements
  • Search improvements — Visibility fix and enhanced search functionality
  • Navigation simplification — Streamlined nav to just Flows, Contacts, and History; removed Home and Simulator links; redirected root path to /flows
  • Flow creation — Name modal when creating new flows, inline vertical sections solves the unnamed flows we saw in 90% of the user tests.
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Workflow Builder: Simulator

Built a new simulation engine with time acceleration, persistent state across page refreshes, and a console panel for debugging and database management. This prepares the way to test more realistic flows.

  • Time acceleration — 1x/60x/3600x speed options for testing long-running workflows
  • Configurable batches — Adjustable batch sizes with automatic event processing
  • Simulator config — Customizable contact attributes and event payloads
  • Console drawer — Simulator/Database tabs with table counts, individual clear buttons, and “Clear All Data”
  • Inline controls — Batch | Speed | Start/Stop with play/stop icons
  • Persistent state — Simulator state survives page refreshes and navigation; workflows continue from where you left off
  • Wait step improvements — Uses accelerated simulator time with accurate completion counts
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Workflow Builder Save/Input Sketches

  • Exploring how to handle saving without prompting the user to save using version history and undo states
  • Sketching improvements to node option inputs with search, filters, and grouping
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Workflow Builder Overview

Design exploration for:

  • showing multiple flows at a time on the overview page
  • showing published state and version
  • left vs center aligned nodes
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Workflow Builder Misc

  • Unsaved changes modal when switching away from nodes
  • Experimenting with fixed top header vs floating
  • More prominent active selection states on node options
  • Removed unselected node state to simplify interactions and let us drop deselect button
  • Emojis converted to icons
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Flow Navigation Updates

  • Keeps node selection when click-dragging
  • Consistent selection styles between header and nodes
  • Panning and zooming updates:
    • Has inertia - instead of coming to a dead stop, slows down gradually like real objects
    • Rubber banding - instead of coming to dead stop when you reach the final zoom or pan level, it smoothly bounces back
    • Works with trackpad
    • Dots scale with nodes
  • Canvas smoothly transitions between nodes instead of jumping when navigating with prev/next buttons
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Contact Timeline

Contacts page is getting an aggregated message timeline that can show back all Franchise level messages no matter the context. In order to make this work we need to display the origin of each message. These badge types bring the design and component from Forecast Dashboard work to these new views.