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Agent Flow Builder, Facilio AI

Composing an AI agent the way you would sketch it: drag a node, wire it, fill in one panel.

Role
Product Designer, end to end
Domain
AI platform / CMMS
Platform
Web application
Year
2026
Read
7 min
The Workflow Builder canvas with four wired nodes: Check Incident Severity (if/else), Fetch Active Incident (connection action), Manager Escalation Approval (user approval) and Normalize Incident Response (transform)
Problem
Wiring a chat trigger, an AI model, an ITSM system and an approval into one workflow took engineering.
My role
UX end to end: the node set, the canvas, every card and panel, both themes and the components.
Outcome
Nine nodes in three groups on one canvas, each a card with one panel.

The full story

Fold any chapter once you have read it.

01Problem

What was the problem?

Give people a way to compose AI agents without reading a manual, or writing code.
The example flow on one canvas, with every node type.
My role

The node vocabulary, the canvas and its tools, every node in three states with its panel, and the component set.

  • Many partsA trigger, a model, an ITSM call, a human approval, a loop and some state.
  • SoEvery change to the flow was a request to engineering.
  • The askOne canvas where the flow is visible, and every part is configured in place.
02Research

How did I shape the vocabulary?

The smallest set of nodes that expresses a real incident workflow, named in a facilities team's own words.
  • One real scenarioWhatsApp in, triage, classify, fetch, approve, wait, store, end.
  • Builder conventionsWhat nodes, ports, connectors and panels mean in canvas tools people know.
  • Group by jobCore does the work, Logic decides and repeats, Data shapes and keeps values.
  • Real sample contentPlausible titles, prompts and values, so each state is judged as it will be used.

4 findings

  • Nine nodes are enough. Agent, Classify, Connection action, End; If / else, While, User approval; Transform, Set state.

  • Every node needs three states. Empty, selected with its panel open, and configured with a card summary.

  • One panel, on the right. Every node configures in the same place, so the pattern is learned once.

  • Connectors are objects too. A wire can be selected and shows its source and target.

Dropped: the card says what to do next.
Selected: the panel opens on the right with every setting.
Configured: the card summarises the instruction and the model chips.
03Ideas

How did the ideas take shape?

A card on the canvas and a panel at the side, for every node: the card shows what matters, the panel holds the rest.

Transform by expression: keys and values, counted on the card.

Transform by object: a code editor with Simple and Advanced modes.

04Solution

What did I design?

The screens, the features and the components.
On open: palette left, Start in the middle, minimap and tools below.
Pick a wire: it turns blue, and the panel names both ends.
Notes: a title, a description and a colour.

Light: the model provider menu in the Agent panel.

Dark: the same screen on the slate theme.

The node set, empty, each with its own icon and colour.
Notes: one component, ten colours.
The left panel.
The Connector panel, filled and empty.
Design approach

Everything is a component, built once and reused, so a new node type is a new card body and panel, not a new screen.

05Outcome

What changed?

Designed and documented to the component, every node in three states on both themes. Usage is not measured yet.
  • One vocabularyNine nodes in three groups cover a real incident workflow end to end.
  • One way to configureCard plus panel, learned once and reused on every node.
  • Ready to buildA component set the engineers can take node by node.
  • Worked
    • One real scenario. Every node had a true job and content from the first screen.
    • Three states per node. Drawing the empty state forced the card to explain itself.
    • Components before screens. Dark mode and new nodes came almost for free.
  • I'd changeFinish the expression editor interaction and the AI panel, which are still open on the board.