Define Flow

The define flow page is where you build intricate business logic workflows that empower your agent to perform its tasks seamlessly. It allows you to create a sequence of actions, decisions, and integrations that the agent follows to execute its assigned tasks seamlessly. A flow serves as the operational blueprint, defining how the agent interacts with data, applies logic, and performs actions.

With ZBrain’s low-code interface, Flow, you can effortlessly design workflows that transform agents into intelligent tools capable of handling complex operations. Its intuitive visual interface empowers users to develop sophisticated workflows by integrating advanced AI models, knowledge bases, programming logic, helper methods, and third-party tools. The result is highly customized agents tailored to meet diverse business needs with precision and efficiency.

Key Features of ZBrain Flow

Below are the key features of ZBrain Flow that allow you to build and customize workflows for your agents.

1. Low-code Interface

Effortlessly build complex workflows with a visual, low-code interface that allows for easy configuration and customization of components.

2. GenAI Capabilities

Harness cutting-edge AI models such as GPT-4, Mistral, and Llama 3 to automate processes, enhance efficiency, and support intelligent decision-making.

3. Component Connectivity

Integrate AI models, knowledge bases, and external tools to create a powerful AI agent for diverse applications.

4. Robust Logic Elements

Incorporate advanced logic elements like conditional branching, time delays, and date-format conversions to build highly customized workflows.

5. Custom Scripting

Leverage scripting capabilities that enable personalized functionality, including configurable API keys and AI-generated code for dynamic and unique workflows.

Role-based access for Flows

ZBrain Builder provides granular, role-based access control at the flow level, ensuring that users can view, edit, and execute only the flows appropriate to their assigned roles. This ensures secure and compliant handling of business logic and automation workflows across teams.

How role-based access works for Flows

Each user’s interaction with flows is governed by their assigned role (Admin, Builder, Operator). Access can be customized further for each flow, ensuring tighter control over sensitive or critical processes.

Role
Flow access capabilities

Admin

Full control—create, modify, delete, run, and assign access to flows.

Builder

Create and modify flows. Can test and execute the flows they’ve built or have been given access to.

Operator

View assigned flows. Cannot create, edit, or delete any flow. UI elements for editing are disabled.

How to invite a user

To invite a new user:

  1. Click on the gear icon ⚙️ located at the top right corner of the ZBrain Builder interface and select ‘Settings’.

  1. Go to the ‘Users’ section under ‘Settings’.

  2. Select the ‘+Add’ button to add a new user. A side panel titled ‘Add New User’ appears on the right.

  1. On the side panel, enter the first and last name of the user you want to invite.

  2. Provide the person's email address and select the role to assign, Admin, Builder, or Operator.

  1. Click ‘Invite.’

The user will receive the invitation message via email.

Granting a user access to a Flow

  1. Click on the invited user to open the Provide Access panel.

  1. Use the search box to find the flow you want to grant access to.

  2. Select the desired flow.

  3. Click ‘Done’ to apply access.

The user will now see the assigned flow in their dashboard, with functionality aligned to their role.

How to modify the user access level

To modify the details of the user:

  1. Navigate to Settings > Users.

  2. Click the pencil icon ✏️ next to the user.

  3. In the ‘Edit User’ panel that appears, make the required changes:

    • First Name, Last Name, or Access Email

    • Role: Select the role that best fits the user’s responsibilities—Admin, Builder, or Operator.

    • Status: Switch the user’s status to Active or Inactive as required.

  4. Click ‘Update’ to save the changes.

Flow visibility and restrictions

  • Users will only see flows to which they have been explicitly granted access.

  • If a user’s role is downgraded (e.g., from Builder to Operator), editing capabilities will be automatically restricted for all flows, even if they were previously granted.

  • Role changes take effect immediately across all associated flows.

This system ensures a secure and structured way to manage access across all flow-related activities in ZBrain Builder.

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