> ## Documentation Index
> Fetch the complete documentation index at: https://docs.apten.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Building & Refining

> Describe your agent, build its flow, and refine the details.

Tell Flow Studio what a successful conversation looks like. Include the questions to ask, the information to collect, and what should happen next.

## Write a useful brief

| Include | Example |
| - | - |
| **Goal** | Understand a new lead's needs and connect them with the right person. |
| **Channel** | Use short messages for SMS and a conversational greeting for calls. |
| **Required information** | Collect the lead's needs, timeline, and preferred contact method. |
| **Paths and outcomes** | Offer a call to leads who are ready to talk; share more information with leads who need time. |
| **Tone** | Friendly and direct. Ask one question at a time. |
| **References** | Follow the attached qualification script and our existing New Leads profile. |

Flow Studio can draft the profile's description, tone, conversation flow, and follow-up instructions. Confirm the generated content matches how your business works.

## Start from a template

Use a suggested template as a starting point for a new flow, follow-up outreach, or a change in tone.

Selecting a template fills in the message so you can edit it before sending. Replace its example goals and business details with your own.

![Flow Studio panel with starter templates, Add reference documents, and the message box](https://mintcdn.com/apten/JI8eReJi3tOBYBIM/images/flow-studio/new-conversation.png?fit=max\&auto=format\&n=JI8eReJi3tOBYBIM\&q=85\&s=08cd811fc9209a6170c0574f2f1f46dc)

## Refine an existing flow

Continue in the same conversation and name the step or behavior you want to change.

> Make the greeting warmer, but keep the rest of the flow unchanged.

> Ask about the lead's needs before their timeline, and save both answers for later steps.

> If the lead says they are unsure about their timeline, offer help instead of repeating the question.

> Explain what you changed and rerun the saved tests for qualification.

Review the **Changes** list to inspect edits to the flow and profile fields. For a change you do not want to keep, see [restoring earlier work](https://docs.apten.ai/flow-studio/reviewing-and-deploying.md#restore-earlier-work).

## Guide a run in progress

While Flow Studio is working, type an additional instruction and press **Enter** to steer the current run.

> Keep the greeting under two lines.

An instruction sent near the end may not be applied. Check the response and any notice about unapplied instructions, then send it again as a follow-up if needed.

Use **Stop generation** to stop the run. Review the draft afterward; stopping does not undo edits already made. Attach additional files after the run has stopped or finished.

## Check the profile settings

Review channels, phone numbers, transfer settings, schedules, and integrations in the profile editor. A flow that offers a handoff still needs the correct [transfer configuration](https://docs.apten.ai/tutorials/warm_transfer.md).

See [Customer Profiles](https://docs.apten.ai/tutorials/customer_profiles.md) for the full profile setup.


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