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Workflows Overview

Workflows let you build complex call flows using a visual node editor. Instead of a single assistant handling the entire call, you chain steps together — route to different subagents, make API calls, check conditions, transfer calls, or end the call based on what the caller says.

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When to Use a Workflow

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Key Concepts

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Nodes

Each step in a workflow is a node. Node types include:

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Edges

Edges connect nodes. Each edge defines the flow from one node to the next. You can add conditions to edges to create branching logic (e.g., “if the API response contains ‘approved’, go to the success branch”).

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Versioning

Every time you publish, the platform creates an immutable snapshot (a WorkflowVersion). This means:

• You can safely iterate on a published workflow — changes only apply when you publish a new version
• Phone numbers can be pinned to a specific version
• Each version has an auto-incrementing number and a change description

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The Visual Editor

Workflows are built in a drag-and-drop editor based on React Flow. You’ll find it under WORKFLOWS in the dashboard sidebar. The editor lets you:

• Drag nodes from a palette onto the canvas
• Connect nodes by dragging between ports
• Edit node configuration in a side panel
• Test the workflow with a conversation simulator

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Next Steps