Delete a Node

⁠

Step-by-Step Guide to Deleting a Node

1. Identify the Node

Navigate to the workflow where the node you wish to delete is located. Nodes are the boxes and prompts within your script, representing different steps or actions in your workflow.

2. Select the Node

Click on the node you intend to remove. It will be highlighted with a blue outline, indicating it has been selected.

3. Delete the Node

Press the backspace button on your keyboard to delete the selected node. Please note that this action is irreversible – there is no "undo" function (Command Z) available. Ensure you are certain about removing the node before proceeding.

4. Addressing the Workflow Gap

Upon deletion, you may notice a gap in your workflow where the node used to be. To maintain a coherent workflow:

Zoom in to better view the surrounding nodes and connectors.

Locate the tiny dot (connector) that appears where the node was connected.

Drag this connector to the adjacent node to re-establish the workflow's continuity.

Important Considerations

Irreversibility: Remember, once a node is deleted, the action cannot be undone. This is crucial to bear in mind to prevent accidental deletions.

Support: In cases where a deletion was unintentional or if you encounter issues after removing a node, do not hesitate to contact our support team. You can reach out to our support agents via the help center within the CRM, and we typically resolve such issues within a day.

Conclusion

Customizing your workflow by deleting unnecessary nodes is a straightforward process that can significantly enhance the efficiency and relevance of your operations. By following the steps outlined in this guide, you can tailor the pre-built scripts to better match your business's specific needs. Always proceed with caution when deleting nodes to ensure that your workflow remains effective and aligned with your operational goals.

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