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Create a Workflow

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From the Dashboard

1. Navigate to Workflows in the sidebar
2. Click the Create Workflow button
3. Give it a name (e.g., “Customer Support IVR”)
4. Optionally add a description
5. Click Create

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The Editor Layout

• Left panel — Node palette with draggable node types
• Center canvas — Drag-and-drop workspace
• Right panel — Configuration sidebar for the selected node

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Building a Simple Workflow

[Start] → [Say: "Press 1 for sales, 2 for support"]
           ├── Condition: "1" → [Subagent: Sales Bot] → [End]
           └── Condition: "2" → [Subagent: Support Bot] → [End]

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Step 1: Add a Say node

1. Drag a Say node from the palette
2. Connect the Start node’s output to the Say node’s input
3. Click the Say node and set the message in the right panel: “Welcome to Acme Corp. Press 1 for sales, or press 2 for support.”

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Step 2: Add subagents

1. Drag two Subagent nodes onto the canvas
2. Name one “Sales Bot” and select a sales assistant
3. Name the other “Support Bot” and select a support assistant
4. Connect the Say node to both subagent nodes

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Step 3: Add conditions

1. Click the edge from Say to Sales Bot
2. Add a condition: {{input}} == "1"
3. Click the edge from Say to Support Bot
4. Add a condition: {{input}} == "2"

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Step 4: End the call

1. Drag an End Call node for each branch
2. Connect each subagent to its End Call node
3. Set the end message: “Thank you for calling. Goodbye.”

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Step 5: Save and publish

1. Click Save to persist the draft
2. Click Publish to create the first version
3. Add a change description: “Initial IVR flow”
4. Your workflow is now live

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AI-Generated Workflows

1. Click the Generate button in the editor
2. Type a prompt: “Create a support flow that asks callers if they need billing or technical help, then routes to the right assistant”
3. The AI generates the nodes and edges
4. Review, adjust, and publish

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Next Steps