Workflows allow you to design multi-step conversation flows with conditional logic, sub-agents, and goal tracking.

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Visual Canvas

The workflow canvas is a node-based editor where you can:
  • Create conversation nodes
  • Define transitions between nodes
  • Set conditions for routing
  • Configure sub-agents for specific tasks

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Node Types

Start Node

Entry point of the conversation

Message Node

Send a message to the user

Input Node

Collect user input

Condition Node

Route based on conditions

Sub-Agent Node

Delegate to a specialized sub-agent

Action Node

Trigger external actions

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Creating a Workflow

1

Open Workflow Editor

Go to your agent’s Workflow tab.
2

Add Nodes

Drag nodes from the sidebar onto the canvas.
3

Connect Nodes

Click and drag from one node’s output to another’s input.
4

Configure Nodes

Click a node to configure its settings.
5

Save

Click Save to apply the workflow.

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Example: Lead Qualification

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Sub-Agents

Sub-agents are specialized agents that handle specific tasks within a workflow:
  • Data Collection Agent: Collects specific information
  • Support Agent: Handles support questions
  • Booking Agent: Schedules appointments

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Configuring Sub-Agents

name: Data Collection Agent
goal: Collect user's name, email, and company
required_fields:
  - name
  - email
  - company
on_complete: continue_to_next_node

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Conditions

Route conversations based on:
  • User input keywords
  • Collected data values
  • Intent detection
  • Custom logic

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Example Condition

// Route to sales if budget mentioned
if (input.includes('pricing') || input.includes('cost')) {
  return 'sales_node';
}
return 'support_node';

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Best Practices

Start with simple flows and add complexity as needed.
Test all possible paths through your workflow.
Break complex tasks into specialized sub-agents.