Workflow Docs

Top action bar

Platform selector, AI generation, execution history, active toggle, and save for the current bot workflow.

The top action bar sits above the workflow canvas. It controls which channel this bot runs on, whether the bot is published (active), and how you save or inspect the workflow.

Top action bar: platform selector, Generate with AI, past executions, active toggle, and Save

Controls are listed left to right as they appear in the editor.

Controls (left to right)

#ControlWhat it does
1Selected platformChooses the platform this bot operates on (for example Pingmee service, WhatsApp, Messenger, or Instagram). Triggers and message nodes should match this platform.
2Generate with AIOpens AI-assisted workflow creation. From a single prompt and/or an uploaded file, Pingmee can build a fully operational bot in under three minutes. Review the generated graph, then adjust nodes and save.
3Past executionsOpens a list of previous bot runs. Inspect the complete JSON output for each execution (useful for debugging, support, and understanding what the bot returned at runtime).
4Active / InactiveToggles whether this workflow is live. When inactive, the bot does not run for customers even if the graph is saved. When active, matching triggers can start the bot (see Pingmee Trigger).
5SavePersists the current canvas (nodes, edges, and node configuration) to Pingmee. Save after meaningful edits; unsaved changes may be lost if you leave the editor.

Typical workflow

  1. Set Selected platform for the channel you are automating.
  2. Build or Generate with AI, then refine nodes on the canvas.
  3. Use Past executions to verify behavior after test runs.
  4. Turn Active on when you are ready for production traffic.
  5. Click Save before leaving the editor.

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