The Builder is the technical workspace where Technical Owners configure, test, and publish AI Employee behavior. It provides access to flow design, knowledge bases, version control, conversation monitoring, and session analytics — all in a single interface.
Who uses the Builder
The Builder is designed for the Technical Owner role. Technical Owners manage the AI Employee's conversation flows, event subscriptions, knowledge base, and integration settings. For a full breakdown of available roles, see User roles and permissions.
Builder vs. Customer Portal
The Builder and the Customer Portal serve different audiences. The Builder exposes the full technical configuration — flow scripts, event subscriptions, states, and version control. The Customer Portal provides a simplified view for business owners to monitor sessions, review contacts, and manage day-to-day settings.
Sidebar navigation
The Builder sidebar contains the following pages:
Page | Description |
Manage integration projects, assign modules, and publish project builds. | |
Version Control | Create project images, manage registries, and track module versions. |
Add, edit, import, and export knowledge base topics per persona. | |
Integrations | View and manage connected integrations and connectors. |
Monitor live conversations filtered by persona, session, connector, and date range. | |
Create and manage personas and their linked actors. | |
Configure customer, persona, and project attributes that control AI Employee behavior. | |
Review session records, assess agent performance, and export reports. | |
Widgets | Manage UI widgets for outbound calling, SMS, and other tools. |
Flow Designer
The Flow Designer is accessed from the Agents tab of a project. Click a flow name to open the three-panel editor where you write skill scripts, configure events, and manage states. See Builder - Flow Designer for details.
The Flow Designer is intended for partners with development experience. For developer documentation on flows, skills, and scripting, see the Newo developer docs.
Logs Panel
A global floating panel at the bottom of the Builder provides real-time logs. Click Logs in the bottom toolbar to expand the panel. Use it to monitor system, operation, and call logs as you test flows. See Builder - Logs Panel for details.
The Logs Panel is intended for partners with development experience. For developer documentation on debugging and session logs, see the Newo developer docs.
Settings
Click the Settings icon at the bottom of the sidebar to open the Settings drawer. Settings let you configure account-level preferences for the Builder workspace.