Reduce Clutter
Remove completed workflow messages from view so visitors aren't overwhelmed by a wall of old text. A tidier chat window improves readability and keeps attention on what matters now.
Clear Screen Module
Reset Chat Display Mid-Workflow
The Clear Screen module wipes the visible chat history at a specific point in your workflow, giving visitors a fresh, uncluttered view. The data you've collected is preserved — only the on-screen messages are removed. Perfect for transitions between workflow phases.
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What Is the Clear Screen Module?
The Clear Screen module removes all currently visible messages from the chat window at the exact point where it appears in your workflow. Think of it as a scene change — the previous conversation disappears and the visitor is presented with a clean slate for the next phase. Crucially, no data is lost: every response, every form field, and every variable collected before the clear is retained in the session and the chat transcript.
This is especially valuable in long, multi-step workflows where earlier messages are no longer relevant. When a visitor has filled in a pre-chat form, answered qualification questions, and confirmed their details, there can be a dozen or more messages on screen before a live agent even joins. The Clear Screen module lets you sweep all of that away so the agent-to-visitor conversation starts with a clean, focused display.
Phase Transitions
Mark a clear visual boundary between workflow phases — for example, between automated data collection and live human conversation. Visitors intuitively understand they're moving to a new stage.
Privacy-Friendly
Hide sensitive information that was entered during earlier steps — such as account numbers or personal details — from the visible chat window once it's no longer needed on screen.
Focus Attention
Direct the visitor's eye to the current step. When there are fewer messages on screen, calls to action, buttons, and agent responses receive significantly more attention.
How Clear Screen Fits Into a Workflow
The Clear Screen module is purely a display action — it doesn't collect data, send messages, or change the workflow logic. It simply clears the chat window and lets the workflow continue to the next node. Because it executes instantly and requires no visitor interaction, it adds zero friction to the experience.
In practice, most teams position the Clear Screen node at the boundary between two distinct phases. The most common pattern is placing it after an automated intake sequence (greeting, data collection, qualification) and before the live-chat handoff. This way, the agent and visitor start their conversation in a clean environment, free from the noise of earlier bot-driven steps. The agent still has full access to all collected data in their dashboard — it simply isn't cluttering the visitor's chat window.
Example: Multi-Step Intake With Clean Handoff
An IT support team uses Clear Screen to separate the triage phase from the live-chat phase.
START
Pre-Chat Form
Name, Email, Issue type
Clear Screen
Reset display
Human Chat
IT support agent
Step-by-Step Breakdown
- Welcome Message: A friendly greeting tells the visitor you need a few details before connecting them. Sets expectations clearly.
- Pre-Chat Form: The visitor provides their name, email, and selects the type of issue they need help with. This data is stored in the session.
- Transition Message: A quick confirmation — "Thanks! Connecting you now…" — so the visitor knows the bot phase is ending.
- Clear Screen: The entire chat display is wiped. All five previous messages disappear, giving the visitor a fresh canvas.
- Human Handoff: A live IT support agent joins the chat. They see the collected data in their agent panel, but the visitor's screen is clean and ready for a natural conversation.
Best Practices & Tips
The Clear Screen module is simple, but using it at the right moment makes all the difference. Follow these guidelines to get the most out of it.
Use at Phase Transitions
Place the Clear Screen node at natural boundaries — after data collection and before live chat, or between a qualification branch and a department-specific flow. This gives each phase its own visual space and prevents cognitive overload.
Add a Message Before Clearing
Always send a transitional message — such as "Connecting you now…" — immediately before the Clear Screen node. Clearing without warning can feel abrupt. A short message provides context and reassures the visitor that everything is proceeding normally.
Don't Clear Too Often
One or two clears per workflow is usually sufficient. Clearing the screen repeatedly can disorient visitors and make the conversation feel disjointed. Reserve it for genuine phase changes, not minor cosmetic tidying.
Remember Data Persists
The Clear Screen module only affects the visual display — all collected data, variables, and transcript history remain fully intact. Agents can still see every response in their dashboard. Use this knowledge to confidently clear without worrying about data loss.
Frequently Asked Questions
Does Clear Screen delete collected data?
No. The Clear Screen module only removes messages from the visitor's visible chat window. All data captured by earlier nodes — names, emails, form responses, button selections — is safely stored in the session and remains available to agents in their dashboard. The full transcript is also preserved in your chat history logs.
When should I use the Clear Screen module?
The most common use case is at the transition between an automated intake phase and a live-chat handoff. It's also useful between two distinct workflow sections — for example, after a qualification questionnaire and before presenting results. Any time you want to give the visitor a fresh, uncluttered view of the next phase, Clear Screen is the right choice.
Can visitors scroll back to see cleared messages?
No. Once the Clear Screen module fires, the previous messages are removed from the chat display and visitors cannot scroll back to view them. This is by design — it ensures a clean separation between workflow phases. If you need visitors to retain access to specific information, send it in a message after the clear or use a follow-up email summary.
Does Clear Screen work on mobile devices?
Yes. The Clear Screen module works identically across all devices and browsers. On mobile, where screen space is even more limited, clearing old messages is particularly valuable — it prevents visitors from having to scroll through a long history on a small screen and keeps the active conversation front and centre.
Related Modules
The Clear Screen module pairs naturally with these workflow nodes to create polished, phase-based conversational experiences.
Build Cleaner Workflows Today
Add the Clear Screen module to your next workflow and give visitors a focused, clutter-free chat experience. No code, no complexity — just drag, configure, and publish.