How to edit a scenario together with colleagues?
When several integrators work on a large bot, waiting until a colleague saves and leaves is a waste of time. In Scenario Builder you can work on one process in parallel: each person in their own section, with live cursors on the canvas and a polite hand-over of a section on request.
When you need it
- Two or more integrators configure different sections of the same bot.
- Before changing a scenario, you want to see who is working with it right now.
- A colleague holds the section you need, and you want to take it over without losing their changes.
What you need to know
- Co-editing is enabled by an administrator in two steps: first "Co-editing presence: cursors and participants", then "Parallel section editing" (Menu -> Settings, section Instance settings, the Feature flags card, category Scenario Builder).
- A section is the unit of parallel work: one section is edited by one person at a time, and different sections by different people.
- Publishing saves only the sections you changed. Your colleagues' sections stay untouched.
- If co-editing is disabled, the usual behavior applies: one user edits the scenario, saving is blocked for everyone else.
Before you start
Step-by-step instructions
1. See who is already working with the process
- At the top of the editor there is the "Active in this process" panel with colored avatars of your colleagues.
- Hover over an avatar to see the colleague's email, the section they are in, and — if they have been inactive for a while — the "idle for N min" mark.
- Live cursors of your colleagues are visible on the canvas, and the node a colleague is currently editing is highlighted with a colored ring.
2. Pick a free section
- In the section list on the left, busy sections are marked with a lock; the tooltip shows "Editing: (colleague's email)".
- Open a free section and start editing — a pencil icon appears next to it with the tooltip "You are editing this section". The section stays yours while you actively work in it; if you leave it or stay inactive for more than 3 minutes, a colleague can take it over on request (see step 3).
3. If you need a busy section
- Open it — the section is view-only, with a banner above the canvas: "Section … is being edited by … — view only".
- Click "Request editing". You will see "Request sent — waiting for the editor to respond".
- The colleague receives an editing request with the "Hand over" and "Block" buttons and an "Auto hand-over in N s" countdown.
- Three outcomes are possible:
- the colleague clicks "Hand over" or does not respond within 30 seconds — you see "The section is yours now";
- the colleague has been inactive for more than 3 minutes — the section is handed over to you immediately;
- the colleague clicks "Block" — you see "The editor declined your request"; talk to them directly.
4. Save your changes
- Click "Save" or press
Ctrl+S(Mac:Cmd+S) — same as in regular editing. - Only the sections you changed are published. If a colleague's section ended up among the changed ones, the system skips it and warns you: "Sections being edited by others were skipped: …".
What happens next
Your sections are saved and your colleagues immediately see the current version; their sections are untouched. When you switch to another section or close the tab, the section is automatically released for others.
How to make sure everything worked
- Your section in the list has the pencil icon "You are editing this section".
- After saving, a success message appeared without a warning about skipped sections.
- A record with your save appeared in the version history.
Other options
- If the administrator enabled only cursors and participants (without parallel section editing), the scenario is still edited by one user at a time. The blocking banner then shows an "Ask for access" button — the colleague immediately gets a message that you want to edit, no calls or messengers needed.