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

# Flow settings

> Flow-wide settings — name, description, execution mode, global context, knowledge, integrations, channels.

The **Flow settings** panel lives behind the gear icon in the bottom-right toolbar. Settings here apply across the whole flow.

<Frame>
  <img src="https://mintcdn.com/glorium/eqWkhSfBUec9afZU/images/conversation-flows/settings-panel.png?fit=max&auto=format&n=eqWkhSfBUec9afZU&q=85&s=5b316fb721eed928668c78893706b8a5" alt="Flow settings General tab" width="1471" height="1225" data-path="images/conversation-flows/settings-panel.png" />
</Frame>

Five tabs:

<CardGroup cols={3}>
  <Card title="General" icon="gear">
    Name, description, execution mode, global context, status.
  </Card>

  <Card title="Initial Parameters" icon="square-list">
    Typed inputs collected when an [Initiator-mode](/conversation-flows/concepts/execution-modes) conversation starts.
  </Card>

  <Card title="Knowledge" icon="database">
    Knowledge bases every actor inherits.
  </Card>

  <Card title="Capabilities" icon="puzzle-piece">
    Integrations and custom tools every actor inherits.
  </Card>

  <Card title="Channels" icon="share-nodes">
    The channels the Start node listens on (Responder) or sends through (Initiator).
  </Card>
</CardGroup>

## General

### Flow Name

Short, descriptive. Shows in the flow list and at the top of the editor.

### Description

A 1–2 sentence summary. Only visible in the editor; not sent to actors.

### Execution Mode

**Responder** or **Initiator**. See [Execution modes](/conversation-flows/concepts/execution-modes) for the full guide. The toolbar's main action button changes based on this setting:

* Responder → **Deploy / Undeploy**
* Initiator → **Start Conversation**

### Global Context

The shared knowledge every actor inherits when **Inherit Context → Global flow context** is checked on them.

```
You work for Acme Inc., a SaaS platform that sells two products:
- Acme Pro — $49/seat/month, 14-day free trial.
- Acme Enterprise — SSO, SLAs, dedicated success manager. Custom pricing.

Always be friendly, concise, and professional.
```

Edit it any time. Changes take effect on the next actor turn — no redeploy needed.

[Read more: Context and inheritance →](/conversation-flows/concepts/context-and-inheritance)

### Status

`draft`, `active`, or `archived`. Usually you flip this with the **Deploy / Undeploy** toolbar buttons rather than editing it here.

| Status       | Meaning                                                                 |
| ------------ | ----------------------------------------------------------------------- |
| **draft**    | Editable. Channels not listening.                                       |
| **active**   | Deployed. Channels listening (Responder) or ready to start (Initiator). |
| **archived** | Hidden from the main list. Soft-delete.                                 |

## Initial Parameters (Initiator mode)

Define typed inputs that the operator (or workflow) provides when starting a conversation. Example:

| Name                    | Type   | Required |
| ----------------------- | ------ | -------- |
| `customer_id`           | string | yes      |
| `disputed_amount`       | number | yes      |
| `account_manager_email` | string | no       |

These appear as form fields in the **Start Conversation** modal, and become available to actors as `@param.<name>` mentions in their prompts.

Useful for outbound flows: an account manager kicks off a billing-dispute call and pre-fills the customer and amount, so the first actor's opener can reference them.

## Knowledge

A list of knowledge bases every actor in the flow inherits.

<Frame>
  <img src="https://mintcdn.com/glorium/eqWkhSfBUec9afZU/images/conversation-flows/knowledge-tab.png?fit=max&auto=format&n=eqWkhSfBUec9afZU&q=85&s=bf715d75cf8798d00ca6b2d9d652f58a" alt="Flow settings Knowledge tab" width="1471" height="1225" data-path="images/conversation-flows/knowledge-tab.png" />
</Frame>

Add a knowledge base here when *every* actor should be able to search it (e.g. company-wide FAQ, product glossary). Otherwise put it per-actor under **Configure Capabilities**.

[Read more: Capabilities →](/conversation-flows/build/capabilities)

## Capabilities

A list of integrations and custom tools every actor inherits.

<Frame>
  <img src="https://mintcdn.com/glorium/eqWkhSfBUec9afZU/images/conversation-flows/capabilities-tab.png?fit=max&auto=format&n=eqWkhSfBUec9afZU&q=85&s=7fb7c61d9d28f2a0205e5596091f7fa1" alt="Flow settings Capabilities tab" width="1471" height="1225" data-path="images/conversation-flows/capabilities-tab.png" />
</Frame>

Add a flow-level integration when several actors need it. For example: every actor in a sales flow needs to be able to send a Slack notification to the sales team — that's a perfect flow-level capability.

## Channels

Configure the channels the Start node uses.

<Frame>
  <img src="https://mintcdn.com/glorium/eqWkhSfBUec9afZU/images/conversation-flows/channels-tab.png?fit=max&auto=format&n=eqWkhSfBUec9afZU&q=85&s=cf4fd65fa31c0dd48f6dfa2c56835da5" alt="Flow settings Channels tab" width="1471" height="1225" data-path="images/conversation-flows/channels-tab.png" />
</Frame>

A flow can have multiple channels (e.g. Widget + Gmail + Slack — all routing into the same flow). Each channel is configured independently.

[Read more: Channels →](/conversation-flows/channels/overview)

## Save changes

Each tab has a **Save Changes** button. Saves are atomic per tab — saving General doesn't affect what you've edited in Channels.

## Next

<CardGroup cols={2}>
  <Card title="Channels overview" icon="share-nodes" href="/conversation-flows/channels/overview">
    Pick and configure communication channels.
  </Card>

  <Card title="Capabilities" icon="puzzle-piece" href="/conversation-flows/build/capabilities">
    Per-actor knowledge, integrations, and custom tools.
  </Card>

  <Card title="Deploy a flow" icon="rocket" href="/conversation-flows/operate/deploy">
    Take a Responder flow live.
  </Card>
</CardGroup>
