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Demo 260302

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Cleanup

  • Consolidated duplicated types, constants, and patterns into shared modules
  • Broke apart the two largest files into smaller, focused modules
  • Split the monolithic step execution switch into 10 individual handler files
  • Extracted reusable UI component for CategoryBrowser
  • Extracted canvas pan/zoom logic out of FlowsPage into its own hook
  • Fixed a bug where inserting, moving, or cloning steps mid-flow didn’t properly wire up connections (steps got orphaned)

Play with the updates here:
https://proto-workflow-builder-mk1-git-bs-cleanup-260303-voxie.vercel.app/flows

Cleanup
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Concurrency Model: Policy Lanes & Exclusion Groups

  • Researched concurrency model for workflow execution
  • Implemented policy lanes and exclusion groups to manage concurrency and exclusivity between flows
Concurrency Model: Policy Lanes & Exclusion Groups
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AI Design Guide

More testing on the AI Design Guide:

  • had Claude to another learning pass on the voxie repo alone then reintegrated output with the other design docs
  • clean pass looking for things to improve
  • added shadcn, frontend components, and vanilla components then tested styling shadcn with library guide. It worked but the results weren’t great.
  • took guide into workflow builder and tested. Again, not great. Didn’t look much different

Will revisit in a few weeks to see if things have improved.

AI Design Guide
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Send to Flow

  • Added send-to-flow node — allows a workflow to hand off a contact to a completely separate flow mid-execution
  • Defensive deletes
  • Triggers and links on flow details drawer
  • Enables modular workflow design: common sequences (e.g. opt-in confirmation, winback) can live in their own flow and be called from many others instead of being duplicated everywhere
  • Keeps individual flows small and focused rather than growing into monolithic chains that are hard to reason about
  • Opens the door for team collaboration — different people can own different flows and compose them together without stepping on each other

Play with the updates here:
https://proto-workflow-builder-mk1-git-bs-node-to-flow-voxie.vercel.app/flows

Send to Flow
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Wait Node Date Anchor

  • Extended wait node to allow date anchor to metadata

Play with the updates here:
https://proto-workflow-builder-mk1-git-bs-node-to-flow-voxie.vercel.app/flows

Wait Node Date Anchor
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Voxie Style

Worked on bringing the Voxie UI style into the workflow builder prototype. Used standard Voxie buttons, inputs, badges, modals, and other patterns.

Voxie Style
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Canvas Zoom & Layout Engine

Canvas

  • Zoom levels on canvas
  • New layout engine for canvas
  • Cascading delete for branching nodes with a confirmation dialog

Nodes

  • API call node improvements — realistic config fields, textarea support, new step type
  • New triggers — segment/external list triggers, enrollment prompt
  • Date operator UX — replaced preset button grid with a flat 34-operator dropdown
  • Send-to-flow enhancements — trigger context mismatch warning, engine guard, state field support

Play with the updates here:
https://proto-workflow-builder-mk1-git-bs-node-to-flow-voxie.vercel.app/flows

Canvas Zoom & Layout Engine
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Node Settings Update

We’ve started fine tuning pieces of the Workflow Builder. The node options received the following updates:

  • nodes with multiple items now hide their settings behind a modal so we get a cleaner, easier to understand list view
  • simplified item options: no more edit. delete and config only
  • added transitions to all ui state changes: search, select, delete, etc.
  • ui styled to match Voxie brand

View the updates at voxie.github.io/prototypes/picker-variants/

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Flow Sorting & Grouping

  • Sort flows on canvas
  • Group flows on canvas

Play with the updates here:
https://proto-workflow-builder-mk1-git-bs-node-to-flow-voxie.vercel.app/flows

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Test Mode

  • Run a test contact through a flow
  • Step past waits
  • Animated flow progress
  • Ability to reset contact after test
  • Configure contact before starting test

Play with the updates here:
https://proto-workflow-builder-mk1-git-bs-node-to-flow-voxie.vercel.app/flows

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Sample Workflows

  • Add Sample customer workflows

Play with the updates here (you can test these flows with the import button):
https://proto-workflow-builder-mk1-git-bs-node-to-flow-voxie.vercel.app/flows

Sample Workflows
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Design MCPs

Further testing with design MCPs had mixed results.

I was able to get Paper to perfectly recreate the old marketing site hero which was impressive because it had complex 3d transforms.

I had the Figma MCP try and re-create the workflow builder in Figma and failed miserably.

Paper is definitely the winner on this new code to design workflow but still missing so much.

Will revisit in a few weeks.

Design MCPs