Inviting Stakeholders to the Canvas
How do I invite stakeholders to the canvas? What are the differences between viewers and editors?
If you are looking to add others to your project:
- Click on the Share button on the top right corner of the canvas.
- Go to the Add Collaborators tab and type in the email address.
- Select the access level they require from the dropdown.
There are 3 different access levels on Voiceflow: Editor, Viewer and Admin.
- Editors can make changes to the content of the project. They can collaborate with other editors on the canvas in real time.
- Viewers can view the canvas, simulate the test and leave comments. They do not have the ability to edit the project.
- Admins can manage the workspace, billing information, pay for additional seats and add other admins or any collaborators. Additionally they have all of the editors permissions as well.
How do I link/Share a COLLABORATOR to a specific part or section in my project?
If you are looking to link a collaborator on your Voiceflow workspace to a specific section or part on your project's canvas, you can leverage tagging your fellow collaborator with Commenting.
Tip: On the web-version of the Creator Tool, you can also navigate and click into a specific step/block location + Copy your browser URL, and share that link accordingly. You can find a full walkthrough of this process here.
What kind of exports are available and how do I use them?
There are a number of ways to export your project or its associated elements such as its Interaction Model. Full documentation on project exports is found here. If you want to find out more about available exports navigate here.
Connecting Projects & Organizational Structure
Can I connect different projects together? How does the organizational structure in Voiceflow work?
In Voiceflow, each project is designed to hold a full conversational assistant. Rather than having different features of your conversational assistant spread across multiple project(s), you can use Voiceflow's organization system (Topics & Components) to have it in one project.
Within a project, you can link to different intents and other project elements. Watch a walkthrough here, for how to use the ‘Topics’ organization system in Voiceflow. Full documentation on Topics & Components is found here.
Is there a limit on how many workspaces I can have?
If you are on an Enterprise plan, there is no limit to how many workspaces you can have or how many projects within a workspace you can have. For Pro and Starter plans, each workspace is considered an instance on Voiceflow and to have multiple, billing is on a per-workspace-level.
Migrating Projects Between Workspaces
How do I move a project to another or betwen workspaceS?
To move a Voiceflow project between workspaces, hover over the project on your dashboard and click the three dots that appear.
From there, click ‘Copy Clone Link’ and paste that link into the URL search bar. Once the screen loads, you will see a modal that prompts you to select a workspace to copy the project too.
Alternatively, you can import and export a Voiceflow project file by exporting the project as a local file and uploading it to the workspace of your choice. Watch both solutions in action here!
Markup & Handoff Best-Practices
What is the most effective way of using markup for handoff or documentation?
If you are looking to hand-off a project or just show-casing your work to others, you can use Canvas Markup to add more context to the project and to help any viewer or collaborator on your project, to get a better understanding of the flows.
Using text, links and/or images can add efficiency in communicating with collaborators on the canvas and help them navigate the project in a more efficient way and also communicate their feedback seamlessly. You can do this via:
Text and Links
To add text to the canvas, find the Text (T) mode in the project’s canvas top banner menu. And simply click on any area of the canvas where you want to add text.
You can add links by selecting the text you want to display as the hyperlink then hitting the link icon in Text Markup Editor.
To add images to the canvas, click the Image (I) icon in the project’s canvas top banner menu. Choose the image you want to add to the markup and hit ‘Open’.