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Create a Workflow

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Create a draft

  1. In the dashboard, open Workflows.
  2. Select Create Workflow.
  3. Enter a name and optional description.
  4. Start from a blank graph or choose a preset.
  5. Save the draft before testing.

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Build the smallest valid path

  1. Keep the single Start node.
  2. Add a Say node and connect Start to it.
  3. Add an End Call node and connect Say to it.
  4. Save. The graph is now a valid fixed-message workflow.

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Add data and routing

For a language-routing workflow, add a Data Collection node after Say. Add a Choice field named language, then use stored keys such as yo and en in Logic edge conditions. See Data collection for the full setup.

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Before testing

  • Give each dialogue node an unconditional outgoing edge.
  • Configure any required calendar, transfer, tool, or file resource.
  • Add an End Call or Transfer Call to every possible branch.
  • Save after changing node settings or edges.
Continue with the editor guide to learn canvas controls and conditional edges.