What is Global Access?
Global access in Canvas includes:- Global Nodes: Reusable logic blocks accessible from any part of the flow.
- Global Variables: Data that persists across all nodes, enabling dynamic and personalized interactions.
Creating Global Nodes
Global nodes can handle common tasks like “Help” or “Cancel” commands.Steps to Create a Global Node:
- Open the Overview tab for any node.
- Toggle the Global Node switch.
- Configure the node as needed (e.g., prompts, tools, routing).
- A “Cancel” node that stops the current process and provides a summary to the user.
- A “Help” node that delivers consistent responses to user queries.
Using Global Variables
Global variables are useful for storing data like user information or session states.Steps to Create Global Variables:
- Open the Variable Drawer.
- Create a variable and toggle the Global option.
- Use the variable in any node or text editor with the
{
shortcut.
Best Practices for Global Access
- Use Descriptive Names: Clearly label global nodes and variables to avoid confusion.
- Centralize Reusable Logic: Use global nodes for tasks like FAQs or cancellations to streamline flow design.
- Test Thoroughly: Ensure global features behave consistently across the flow.
- Avoid Overuse: Reserve global nodes and variables for frequently used functions to maintain clarity.
Example Flow with Global Access
Scenario: A customer service chatbot:- Start Node: Greets the user.
- Default Node: Handles specific queries like “Order Status.”
- Global Node: Offers a reusable “Help” command available at any point.
- Global Variables: Personalizes the experience using data like
user_name
ororder_id
.
Ready to enhance your chatbot’s usability? Learn about Accessibility Features next!