Contents:

• Overview
• Example Use Cases
• Enabling AI Graph Comparison
• Generating an AI Graph Comparison
• Understanding the Graph Comparison
• Regenerating Comparisons
• Permissions and Access
• Using Your Own API Key
• FAQs

 

Overview

LeanData's Routing Graph Comparison feature enables Users to quickly view a structured summary of all differences between the current FlowBuilder graph and previously deployed versions. This intelligent tool helps you understand exactly what has changed in your routing logic, making it easier to validate edits, conduct peer reviews, and troubleshoot routing issues.

Unlike the Graph Summary feature, which explains what a graph does, the Graph Comparison isolates the changes between the current version and a previous version. This visibility is crucial for maintaining governance and confidently working with your current graph.

Example Use Cases

• Validate recent edits before publishing: Review all changes made to a graph before deploying a new version to prevent errors and oversights.
• Troubleshoot routing regression: Identify what changed between versions when investigating unexpected routing behavior or routing drift.
• Onboard new admins: Help new team members understand recent modifications to routing logic without reviewing the entire graph.

 

Enabling AI Graph Comparison

LeanData administrators can control access to AI functionality from LeanData Admin Settings.

• To enable, navigate to Admin > Settings > AI Tools in the LeanData app.
• Toggle on the AI Graph Summary and AI Graph Comparison setting.

By default, LeanData uses its own Gemini key as the LLM provider. If you prefer to use your own Gemini key, you can provide it in Integrations. See the Using Your Own Gemini API Key Guide for more information.

 

Generating an AI Graph Comparison

From the LeanData App navigate to Routing > [Object] > FlowBuilder, then open a routing graph.

From within a FlowBuilder graph, click the AI Graph Comparison button in the upper left toolbar, which will open a panel that lists previous deployments.

If the AI Graph Comparison button is unavailable, this graph may not have a previously deployed version.

Click the Compare Deployment button by a previous deployment to generate a Change Log comparing the selected deployment and the current graph.

Generating the Change Log can take a few seconds to a few minutes depending on the number and complexity of the changes that have been made in your graph.

 

Understanding the Graph Comparison

The Graph Comparison lists changes in several categories:

Added Nodes

Nodes that exist in the current version but did not exist in the previously deployed version. These represent new routing logic or decision points added to your graph. Each added node will be listed, along with a short description of the node.

Clicking on an added node within the list will highlight the added node in the graph canvas.

 

Modified Nodes

Nodes with the same ID in both graphs but with changes to one or more attributes. A node is considered modified if any of the following have changed:

• Node name
• Description
• Match or routing criteria
• Edge configuration
• Filter conditions
• Tiebreakers
• Output variables or assignment rules

Each node that has been modified will be listed, along with a short description of the changes made to the node.

Clicking on a modified node within the list will highlight the modified node in the graph canvas.

 

Removed Nodes

Nodes that existed in the previously deployed version but are absent in the current graph. These represent routing logic or decision points that have been deleted. Each node that has been removed will be listed here.

 

Regenerating Comparisons

When you make changes to your routing graph, you can regenerate the comparisons to reflect the changes between the current version and the selected previous deployment.

To regenerate the change log, click the Regenerate icon in the upper right of the AI comparison panel.

The system will analyze the current state of your graph and generate an updated Change Log.

 

Permissions and Access

Access to AI Graph Comparisons functionality is controlled by LeanData permission sets:

Permission Set	Access Level
LeanData Dashboard Access	No access
LeanData Read Only with Routing Insights	Read-only access to routing graph comparisons
LeanData Custom Objects Full Access	Ability to view and generate AI Graph Comparisons
LeanData View	No access

 

Using Your Own API Key

LeanData AI Graph Comparisons use a standard LeanData Gemini API key to generate the comparisons. If you would prefer, you can supply your own Gemini API Key. However LeanData will still select the model that processes your graph comparisons.

To use your own Gemini API Key, please follow the instructions in the LeanData Admin - Using Your Own Gemini API Key guide.

Once authorized, LeanData will use your key when prompting Gemini within LeanData AI tools.

 

FAQs

Will Graph Organizer changes appear in the comparison?

• Changes to Graph Organizer elements such as color groups and group names are not currently included in the comparison results.

What happens if I deploy a new graph while viewing a comparison?

• The comparison will reflect the state at the time it was generated. To see changes relative to the newly deployed version, you'll need to regenerate the comparison.

Can I export or share the AI Graph Comparison?

• The comparison cannot currently be exported. You can share findings by taking screenshots or by granting other users access to view the comparison within FlowBuilder.

Does this feature work with Multi-Graph routing?

• Yes, the Graph Comparison feature is fully compatible with Multi-Graph routing configurations. Each graph can be compared independently.

Is this feature available for all object types?

• Yes, the Graph Comparison feature works with all object types supported by FlowBuilder, including Leads, Contacts, Accounts, Opportunities, and any custom objects configured for Any Object Routing.

How long does it take to generate a Comparison?

• Comparison generation time will vary depending on the complexity and number of changes as well as the size of your graph. It can be as quick as several seconds, but may take up to several minutes.

Is my routing data sent outside of LeanData for AI processing?

• Data is only analyzed during processing, and no personally identifiable information (PII) is included in the data sent for AI analysis.

What AI technology powers this feature?

• AI Graph Comparison uses Google's Gemini Flash model to analyze routing graphs and generate natural language comparisons. LeanData chooses the model behind AI Graph Comparison and may change it as necessary, for example to improve performance or move to a newer model.

What if my organization has concerns about the use of AI?

• AI Graph Comparison may be disabled for organizations with AI sensitivity concerns. From the LeanData app, navigate to Admin > Settings > AI Tools to disable.

 

For questions or additional assistance please contact LeanData Support.