Workflows

Overview

Workflows are automated processes that agents can trigger as part of a conversation. They are built with a visual drag-and-drop editor and can integrate with external systems or chain multiple steps together.

Viewing Workflows

Go to Workflows in the sidebar to see all workflows in the tenant.

Creating a Workflow

1. Click Create Workflow.
2. The visual editor opens. Use the canvas to add and connect nodes.
3. Configure each node’s settings (e.g. API calls, conditions, data transformations).
4. Save the workflow.

Visual Editor

The workflow editor uses a node-based canvas:

• Nodes represent individual steps (actions, conditions, API calls, etc.).
• Edges connect nodes to define the execution order.
• Drag nodes onto the canvas and connect them by drawing edges between ports.

Attaching Workflows to Agents

Once a workflow is saved, it can be attached to an agent from the Agent → Workflows tab. The agent can then invoke the workflow during a conversation when the appropriate condition is met.

Running Workflows

Workflows can be:

• Triggered by an agent — The agent decides when to invoke the workflow based on the conversation context.
• Run manually — Workflows can be executed directly from the Workflows list.

Workflow Details

Click on a workflow in the list to open its detail view, where you can see the run history, execution status, and logs.