Run, preview and publish

Run one step#

Run once runs a single step with the inputs from your last test chat, so you can tune a prompt or Python code without chatting again.

1. 1

   Preview once first

   Run once needs the flow's inputs, which load when you preview. Click Preview and send a message.

2. 2

   Run the step

   Right-click the step on the canvas and choose Run once. Officely saves the flow and shows the step's output.

3. 3

   Change the inputs

   Open the inputs (the toggle at the top) to edit them as JSON, for example a different question, then click Run again.

Run once is on the AI Flows page canvas. Inside a chatbot, use Test instead.

Preview the whole flow#

Click Preview in the header (or press ⌘P / Ctrl+P). Officely saves the flow and opens a test chat in the side panel. Only you see this chat; messages never reach customers.

• AI flow version to test: Draft tests your saved changes, Live is what customers get.
• Restart conversation starts over.
• Each click on Preview starts a fresh test conversation.

Inside a chatbot, the AI flow window has Test instead. Under What to test, choose Whole chatbot (the AI flow answers when the chat reaches the AI step) or This AI flow only.

Save, drafts and publish#

Saving and going live are separate, so you can edit an AI flow that live chatbots use without changing what customers get.

1. 1

   Edit and save

   Preview saves your changes as a draft. You see Saved as a draft, and the status next to the flow's name shows Unpublished changes.

2. 2

   Publish

   Click Publish. If live chatbots use this flow, Officely names them and asks Publish to live chatbots? Click Publish to update them.

3. 3

   Check the status

   The status changes to Live · version N.

Inside a chatbot, AI flow changes save automatically as a draft and go live when you publish the chatbot. If other live chatbots use the same flow, Officely asks before updating them too.

Versions and restore#

Click the status next to the flow's name to open Versions. Officely keeps your recent published versions (the menu shows how many).

To go back, click Restore on a version and confirm. That version goes live again and replaces your draft, so unpublished changes are lost. Live chatbots that use the flow switch to it right away.

Your AI flow is live#

After you publish from the AI Flows page, the Your AI flow is live panel opens:

<script src="https://app.officely.ai/chat-widget.js"></script>
<script>
window.addAIWidget({
   id:'YOUR_AI_FLOW_ID',
   position: "center", //can be side or center
   buttonColor:"#5b61eb"
   //iconLink:"your icon link (optional)",
   //autoOpen: true //defualt is false
})
</script>

Paste it before </body> on every page where the chat should appear. Copy it from the panel so the id is filled in. Change position to side, buttonColor to your brand color, and uncomment iconLink or autoOpen if you need them.

Most customers reach an AI flow through a chatbot instead: add an AI Agent step in Chat Builder and publish the chatbot.

What needs Pro#

On the Free plan:

• You can have 1 AI flow.
• The website widget and AI chat answer up to 100 new conversations a day.
• Chats show Officely branding.

Pro removes these limits. AI replies use AI credits or your own AI key on every plan. See Billing for the full comparison.

Common mistakes#

• "Open the preview once first". Run once needs inputs. Click Preview, send a message, then run the step again.
• Customers still get the old answers. You saved a draft but didn't publish. Click Publish (or publish the chatbot that uses the flow).
• Testing the wrong version. In the test chat, check AI flow version to test is Draft.
• Lost changes after Restore. Restore replaces the draft. Publish your work before restoring an older version.