Documentation
Everything you need to build powerful AI agents and workflow automations with Falcon Builder.
Getting Started
Falcon Builder lets you create AI agents in three ways: use the AI Generator to generate workflows from natural language, start from pre-built templates, or build workflows manually with drag-and-drop nodes.
- Create an agent: Navigate to Dashboard → Agents → Create Agent
- Build a workflow: Click “Edit Workflow” to open the visual workflow canvas
- Add nodes: Drag nodes from the Node Library onto the canvas
- Connect nodes: Draw connections between nodes to define execution flow
- Configure nodes: Click any node to configure its settings in the right panel
- Test & deploy: Use “Test Workflow” to validate, then activate your agent
Core Concepts
Agents
Containers that hold workflows. Each agent can have one workflow and represents a complete automation.
Workflows
Visual graphs made of connected nodes. Define the logic and flow of your automation.
Nodes
Individual steps in a workflow (triggers, actions, logic, integrations).
Executions
Each time a workflow runs. View logs, outputs, and debug in the Executions page.
Platform Features
Built-in capabilities that make your workflows smarter and more reliable.
⚡ AI Generator
Generate complete agents and workflows from natural language. Free credits included, BYO LLM for unlimited.
🚨 Failure Notifications
Real-time email and in-app alerts when workflow executions fail. Per-agent settings with multi-recipient support.
🧑✈️ AI Wingman
Context-aware assistant in the workflow editor. Proposes targeted changes through conversation.
Integrations
Connect to external services, databases, and APIs. View all →
🔗 Webhook Trigger
Start workflows via HTTP POST requests with a unique URL.
⏰ Schedule Trigger
Run workflows on a schedule using cron expressions or intervals.
📨 Email Trigger
Trigger workflows when emails are received via forwarding.
Outlook Trigger
Trigger workflows when new emails arrive in Microsoft Outlook.
📊 Google Sheets Trigger
Trigger workflows when rows are added or updated in Google Sheets.
🧠 Conversation Memory
Store, retrieve, and clear multi-turn conversation history for AI workflows.
📚 Agent Knowledge
Search uploaded documents using semantic similarity for RAG-powered AI workflows.
🌐 HTTP Request
Make REST API calls (GET, POST, PUT, DELETE, PATCH).
🤖 AI Prompt
Call LLMs (OpenAI, Anthropic, Google Gemini, Ollama) with custom prompts.
🤖 Agent LoopPRO+ (or BYOK)
Run a multi-turn Claude agent that can call MCP tools and exposed sibling nodes until the task is done.
📈 GoHighLevel
Manage contacts, opportunities, and make custom API calls to GoHighLevel CRM.
🐘 PostgreSQL
Query and manipulate PostgreSQL databases with SQL.
🐬 MySQL
Query and manipulate MySQL databases with SQL.
🗄️ Microsoft SQL Server
Query and manipulate Microsoft SQL Server databases.
🍃 MongoDB
Query and manipulate MongoDB databases with document operations.
☁️ AWS S3
Upload, download, list, copy, and delete objects in Amazon S3 buckets.
✉️ Send Email
Send emails via SMTP with text or HTML body.
💬 Send SMS
Send SMS messages via Twilio.
📊 Google Sheets
Read, write, and append data to Google Sheets spreadsheets.
Microsoft Outlook
Send emails, manage drafts, folders, calendar events, contacts, and attachments in Microsoft Outlook.
🔧 MCP ToolEnterprise
Call tools from connected MCP (Model Context Protocol) servers.
Workflow Nodes Quick Reference
Built-in action and logic nodes available in every workflow.
Actions
- Log Message - Write messages to execution logs for debugging. Configure: log level (info/warn/error), message with variable interpolation.
- Delay - Pause workflow execution for a specified duration. Configure: duration value, unit (seconds/minutes/hours).
- Set Fields - Transform data by setting/mapping field values. Configure: field mappings (key → value), output variable name.
- Respond to Webhook - Send HTTP response back to webhook caller. Configure: status code, response body (JSON/text), custom headers.
Logic
- Condition - Branch workflow based on true/false evaluation. Configure: condition expression (JavaScript), true/false branch labels.
- Switch - Multiple conditional branches (like if/else if/else). Configure: multiple case expressions, default fallback branch.
- Loop - Iterate over arrays/collections. Configure: array variable, iteration logic, loop item variable name.
- Code - Execute custom JavaScript or Python code. Configure: language, code editor, output variable.
Credentials
Securely store API keys, database connections, and OAuth tokens. All credentials are encrypted at rest. View all →
OpenAI API
API key for OpenAI models (GPT-4o, GPT-4, GPT-3.5, etc.).
Anthropic API
API key for Anthropic Claude models.
Google API
API key for Google Gemini models.
Ollama API
Connection URL for self-hosted Ollama LLM server.
GoHighLevel OAuth2
OAuth2 connection for GoHighLevel CRM.
Google Sheets OAuth2
OAuth2 connection for Google Sheets.
SMTP
Email server credentials for sending emails.
Twilio API
Account SID and Auth Token for Twilio SMS.
PostgreSQL
PostgreSQL database connection credentials.
MySQL
MySQL database connection credentials.
Microsoft SQL Server
MS SQL Server database connection credentials.
MongoDB
MongoDB database connection credentials.
AWS S3
AWS credentials for Amazon S3 storage.
HTTP Header Auth
Custom HTTP header authentication for API requests.
Bearer Token
Bearer token authentication for API requests.
Basic Auth
Username/password authentication for API requests.
Custom API Key
Generic API key credential for HTTP requests.
Generic OAuth2
Generic OAuth2 credential for custom integrations.
Variables & Expressions
Use variables to pass data between nodes. Reference variables using double curly braces: {{variable_name}}
Built-in Variables
{{$json}}- Data from the previous node or trigger output{{$input}}- Webhook payload or trigger input{{$trigger}}- Original trigger data- Custom output variables from previous nodes (e.g.,
{{$json.http_response}},{{$json.ai_result}})
Expression Examples
{{$json.user.email}}- Access nested object properties{{$json.data.items[0].name}}- Access array elements{{$json.email.from}}- Access email sender (Email Trigger){{$json.email.subject}}- Access email subject (Email Trigger)Hello {{$json.name}}, your order is {{$json.status}}- String interpolation
Testing & Debugging
- Test Workflow - Click “Test Workflow” to execute with sample data before deploying
- Node Testing - Right-click any node → “Test Node” to test individual steps
- Execution Logs - View detailed logs for each execution in Dashboard → Executions
- Variable Inspector - See variable values at each step in execution logs
- Error Handling - Workflows stop on errors by default. Use try/catch patterns with conditions
- Replay Executions (Pro+) - Re-run failed executions with the same inputs
Best Practices
- Use Log nodes - Add Log nodes to track workflow progress and debug issues
- Name your nodes - Give descriptive labels to nodes for easier debugging
- Set output variables - Always configure output variable names for reusable data
- Test incrementally - Test each node as you build rather than testing the entire workflow at once
- Handle errors gracefully - Use Condition nodes to check for error states and branch accordingly
- Use credentials - Store sensitive data in Credentials instead of hardcoding in nodes
- Keep workflows focused - Break complex automations into multiple agents rather than one massive workflow
- Monitor executions - Regularly check the Executions page for failures or performance issues
AI Generator
Generate workflows from natural language descriptions. AI Generator is optional and uses credits from your plan.
How it works
- Describe what you want your agent to do in plain English
- AI Generator creates a complete workflow with nodes and connections
- Review and edit the generated workflow in the visual editor
- Refine by regenerating or manually adjusting nodes
Credits & Limits
- Free: 3 AI Generator credits/month
- Pro: 25 credits/month
- Business: 100 credits/month
- Enterprise: Unlimited
Bring Your Own LLM (BYO LLM)
Use your own LLM API key for unlimited AI generation without consuming platform credits:
- Step 1: Go to Dashboard → Credentials → Add Credential
- Step 2: Select credential type: OpenAI API, Anthropic API, Google API, or Ollama API
- Step 3: Enter your API key and give it a name
- Step 4: In the AI Generator modal, select your credential from the “LLM Provider” dropdown
- Result: Unlimited AI generation - tokens billed directly to your provider, no platform credits used
When using your own API key, the AI Generator bypasses credit limits entirely. You'll only pay for the tokens used from your LLM provider (typically $0.01-0.05 per generation).
Plan Features & Limits
| Feature | Free | Pro | Business | Enterprise |
|---|---|---|---|---|
| Workflows | Up to 5 | Unlimited | Unlimited | Unlimited |
| Executions/month | 250 | 10,000 | 50,000 | Custom |
| Integrations | Email, SMTP, HTTP | All standard | All standard | All + MCP |
| Code nodes | ✅ | ✅ | ✅ | ✅ |
| RBAC | ❌ | ✅ | ✅ | ✅ |
| Log retention | 7 days | 30 days | 90 days | Custom |