Understanding the Interface

Canvas has two main areas: the Dashboard for managing your canvases, and the Canvas Editor where you build workflows.

Dashboard

The Dashboard is your home base. It works like a file browser — you can see all your canvases, create new ones, and access settings. Each canvas shows its name, last modified date, and a thumbnail preview.

Canvas Editor

When you open a canvas, you enter the editor. This is the infinite canvas where you place steps and draw connections between them.

The toolbar at the bottom of the screen provides essential controls:

Select / Pan toggle — Switch between selecting steps and panning around the canvas.
Undo / Redo — Step back or forward through your changes.
Zoom controls — Zoom in, zoom out, or fit the entire workflow to your screen.
Play / Stop — Run or stop your workflow.

Left Panel

The left panel has a slim icon bar that expands into a full palette. From here you can browse all available step types organized by category: Entity, Logic, Data Tools, Templates, Design, Integrations, Media, and AI. Drag any step from the panel onto the canvas to add it.

Right Panel

When you select a step on the canvas, the right panel shows its configuration. Every step type has a unique configuration form — for example, a Condition step shows expression fields, while an Email step shows recipient, subject, and body fields. The right panel also displays input/output handles and any related data.

Canvas Controls

Click a step to select it and view its configuration.
Drag from an output handle to an input handle to create a connection.
Right-click a step to open the context menu with options like duplicate, delete, and group.
Scroll to zoom in and out. Click and drag on empty space to pan.