Workflow Docs

Node descriptions

Optional notes in the side panel that appear on workflow nodes for your team.

Most workflow nodes include a Description field at the bottom of the side panel form. Use it for short internal notes (business rules, handoff hints, TODOs) that help collaborators read the canvas.

Where it appears on the canvas

Node typeCanvas behavior
Most nodes (actions, triggers, operations, etc.)Description text appears at the bottom of the node card when the field is non-empty.
If / ElseDescription appears under the node title (top of the card). A placeholder (How would you describe this logic?) shows when the field is empty.
SwitchDescription is saved in the sidebar but not shown on the Switch node card (legacy layout).
WhatsApp / Messenger / Instagram message nodesSame as most nodes — bottom of the card, only when you entered text.
Sub-nodes (answers, fallback, timeout, switch cases, If branches)No Description field — configure labels and conditions instead.
Sticky notesNot applicable — the note body is the annotation (see Sticky notes).

Descriptions are editor-only documentation. They do not change runtime routing or message content.

How to edit

  1. Select a node on the canvas (not a sub-node or sticky note).
  2. Scroll to Description in the side panel.
  3. Type your note; it updates on the canvas as you type (where that node type supports display).

For long-form team commentary that should not sit on a step card, prefer a sticky note beside the relevant branch.

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