Global Access

Global access allows you to create nodes and variables that can be reused across the entire flow. This feature simplifies flow design, reduces redundancy, and enhances scalability.

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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.

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Creating Global Nodes

Global nodes can handle common tasks like “Help” or “Cancel” commands.

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Steps to Create a Global Node:

1. Open the Overview tab for any node.
2. Toggle the Global Node switch.
3. Configure the node as needed (e.g., prompts, tools, routing).

Example Use Case:

• 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.

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Using Global Variables

Global variables are useful for storing data like user information or session states.

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Steps to Create Global Variables:

1. Open the Variable Drawer.
2. Create a variable and toggle the Global option.
3. Use the variable in any node or text editor with the { shortcut.

Example:

Hello {user_name}, how can I assist you today?

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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.

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Example Flow with Global Access

Scenario: A customer service chatbot:

1. Start Node: Greets the user.
2. Default Node: Handles specific queries like “Order Status.”
3. Global Node: Offers a reusable “Help” command available at any point.
4. Global Variables: Personalizes the experience using data like user_name or order_id.

Ready to enhance your chatbot’s usability? Learn about Accessibility Features next!