This guide details how to navigate the Widgets page within the Builder to manage the core conversation flows of an AI Employee. You will learn how to add Intent Types, Scenarios, and Procedures, compare changes, and publish updates to your agent.
Accessing the Widgets page
To begin managing your agent's conversation logic, you must access the Widgets page through the Builder.
Log in to the Newo.ai platform.
Locate the specific customer you wish to manage.
Click the three dots icon next to the customer name and select Builder.
In the Builder platform, use the left-side navigation menu to click the Widgets icon.
Widgets page overview
The Widgets page allows you to modify the main flows an AI Employee uses to interact with users. These flows are organized into four specific columns:
Introduction: Sets the opening context for the conversation.
Intent Types: Defines the user intentions the agent can recognize. These Intent Types indicate what scenario the agent should go to next.
Scenarios: Defines the structured conversational flows that occur once the user's intent has been identified.
Procedures: Represent reusable conversational subroutines – standardized logic blocks that perform common actions across multiple scenarios.
For detailed instructions on formatting the title and body of these items, refer to the following guides:
Understanding item icons
Items on the Widgets page display an icon indicating their status:
Eye icon: Indicates a library item. This is a standard item provided by Newo.ai out of the box. It contains pre-filled content and cannot be edited directly without cloning.
Pencil icon: Indicates a custom item. This is an item that has been modified or created by you. It can be edited freely.
Modifying a library item
To make changes to a standard library item, you must first clone it to create an editable copy.
Click the Eye icon on the item you wish to edit.
Click the three dots icon in the top right corner.
Select Clone this library item.
The item will be converted to an editable item, and the icon will change to a Pencil icon.
Click the Pencil icon to open the editor.
Make your desired changes to the Title or Body.
Click Save.
Reverting changes on a cloned library item
If you want to discard your custom edits and return to the original library item, you can revert the item.
Click the Pencil icon on the modified item.
Click the three dots icon in the top right corner.
Select Revert to the library item.
Confirm the action to remove your changes and restore the original library item.
Using the comparison view
You can compare your current item against other versions to see exactly what has changed.
Open an item by clicking its icon (Pencil or Eye).
Toggle the Comparison View switch to the on position.
Use the Compare with dropdown menu to select another item.
Differences between the two versions will be highlighted.
🗒️ NOTE
You can toggle between Markdown and Formatted views at the top of the editor to see the raw text syntax or the rendered output.
Adding new items
You can create entirely new Intent Types, Scenarios, or Procedures to customize your agent's behavior.
Locate the specific column where you want to add an item (e.g., Intent Types).
Click the + (plus) button to the right of the column header.
Enter a Title and Body for the new item.
Click Save.
Adding library items
Newo.ai provides a list of library items. However, not all library items are populated on the Widgets page. If an item is missing from your board, you can restore it from the library.
Click the + Add from Library button in the top right corner of the page.
Browse the tabs (Introduction, Intent Types, Scenarios, Procedures) to find a library item.
Click the + (plus) button next to the item to add it to your Widgets page.
Publishing changes
Any changes you make on the Widgets page are not live until you publish them.
Ensure you have saved all item edits.
Click the Publish All button in the top right corner to push your configuration to the AI Employee.