How to Edit an Existing Bot Scenario?

When you need to make changes to an already created scenario, editing allows updating bot logic, adding new elements, or fixing errors. This instruction will help edit the scenario and save changes.

When Needed

  • You need to update message texts in the scenario.
  • You need to add new nodes or sections to an existing scenario.
  • You need to fix errors in transition logic between nodes.
  • You need to change the sequence of actions in the scenario.

What's Important to Know

  • Concurrent editing — if another user is simultaneously editing the same scenario, the system will block the ability to save to prevent conflicts.
  • Auto-save — some changes save automatically, but for final saving you need to click the "Save" button.
  • Version history — each save creates a new scenario version that can be restored later.

Prerequisites

  • You are logged in with integrator or administrator rights.
  • You have access to the scenario that needs to be edited.
  • You know what changes need to be made.

Step-by-Step Instructions

1. Open Scenario for Editing

  1. Navigate to the Dialog module via Apps -> Dialog.
  2. Select the bot whose scenario needs to be edited.
  3. Click the scenario edit button or navigate to route /dialog/bot-scenario/:id.

2. Check Concurrent Editing

  1. The system automatically checks if another user is editing this scenario through Socket.IO.
  2. If a message (snackbar) appears that another user is editing the scenario:
    • You can continue viewing the scenario, but saving will be blocked (the "Save" button becomes inactive).
    • The message displays the email of the user editing the scenario.
    • Click the "Remove User" button if you are sure the other user is not working with the scenario (requires administrator rights).
    • Or wait until the other user finishes work — the system will show a message about the ability to edit and offer to reload the page.
  3. After the other user finishes editing, click the "Reload Page" button in the message to update scenario data.

3. Select Section to Edit

  1. In the sections panel at the top of the screen, select the section you need to edit.
  2. The canvas automatically updates and displays nodes of the selected section.

4. Edit Existing Node

  1. Click on the node you need to edit — the editing panel (RightSideBar) opens on the right.
  2. Make necessary changes:
    • For messages: change text in the "Message Text" field.
    • For keyboards: add or remove buttons, change button texts.
    • For Input nodes: change input type or validation.
    • For actions: select another action template or change parameters.
  3. Changes save automatically or after clicking the "Save" button in the editing panel.

5. Add New Node

  1. On the canvas, right-click or use the "Add Node" button.
  2. In the modal window, select the node type you need to add.
  3. The node appears on the canvas — drag it to the desired location.
  4. Connect the new node with existing ones through edges.

6. Delete Node

  1. Click on the node you need to delete.
  2. In the editing panel, click the "Delete" button or use the Delete key on the keyboard.
  3. Confirm deletion in the dialog window.
  4. All connections (edges) with this node will also be deleted.

7. Change Connections Between Nodes

  1. To delete a connection: click on an edge (arrow between nodes) and press Delete.
  2. To create a new connection: drag an edge from the output handle of one node to the input handle of another node.
  3. To change the target transition for a keyboard button: in the keyboard editing panel, select another target node from the dropdown list.

8. Move Node on Canvas

  1. Drag the node with the mouse to a new location on the canvas.
  2. Node position saves automatically.

9. Save Changes

  1. Check all made changes on the canvas.
  2. Click the "Save" button at the bottom of the screen or use keyboard shortcut Ctrl+S (or Cmd+S on Mac).
  3. The system saves all changes and shows a success message.
  4. A new scenario version will be created in version history.

What Happens After

All changes are saved and the scenario is updated. The bot will use the new scenario version during subsequent dialogs with users. You can view version history and restore a previous version if needed.

How to Verify It Worked

  • Check that all changes are displayed on the canvas.
  • Make sure the success message appeared.
  • Try opening the scenario again — all changes should be saved.
  • Check version history — a new version should appear in the list.