Guided path
This page orders the documentation by what you want to achieve. Every step points to pages you can read today; go at your own pace and come back when you need to.
1. Understand the platform
| Read | To |
|---|---|
| What is NappAI | Get to know the main pieces. |
| Key concepts | Understand what a flow, a component, an agent or a credential is. |
| The home screen | Find your way around the side menu. |
2. Build and test your first flow
| Read | To |
|---|---|
| Your first flow | Create, test and publish a chat assistant step by step. |
| Projects | Organise your flows in folders, import them and duplicate them. |
| The flow editor | Learn every tool in the editor and the playground. |
| Templates | Start from a ready-made flow. |
| Credentials | Connect your flows to the services you use. |
3. Build richer flows
| Read | To |
|---|---|
| Flow logic | Make decisions, repeat steps and reuse flows. |
| How information travels | Understand text, records, lists and files. |
| Add components and the Components section of the menu | Find the component for each service and its settings. |
| The AI Assistant | Ask in your own words for a flow to be built or fixed. |
| Your storage | Save and download your flows’ files. |
4. Put your flows to work
| Read | To |
|---|---|
| Versions and publishing | Deploy a version and call it from other applications. |
| API keys | Give other applications access. |
| Scheduler | Run a flow automatically. |
| Environments | Use different values in testing and in production. |
| Execution logs | Review what each run did and find failures. |
| Conversations and evaluations | Read your flows’ conversations and evaluate them. |
| LLM usage | Follow how much the AI models are used. |
5. Work as a team and control usage
| Read | To |
|---|---|
| Share your account | Invite other people to your account. |
| Roles and permissions | Decide what each person can do. |
| Share a flow | Give access to a single flow. |
| Activity log | Know who did what in the account. |
| Execution profiles | Set limits on a flow’s runs. |
6. Answer calls with a voice agent
If you want a flow to talk on the phone or from your website, follow the Voice agents guide, which goes step by step from creating the agent to connecting a phone number.