Workflows

Workflows are the backbone of your AI-powered conversations. Think of them as smart conversation scripts that guide your AI agent through multi-step processes.

What's a Workflow?

A workflow contains:

• Tasks - Individual steps in the conversation
• An Agent - The AI personality that runs the show
• Abilities - Superpowers for your AI (web search, calendar booking, data access, etc.)

Creating a Workflow

1. Go to Workflows
2. Click Create Workflow
3. Give it a name and pick your default agent
4. Set a starting task once you've added one

Tasks: The Building Blocks

Tasks define what your AI does at each step. Each task has:

Connecting Tasks

Build your flow by linking tasks:

1. Open a task's settings and find the Sub-Tasks section
2. Add connections to other tasks
3. Or use the visual Task Flow - drag from one task to another

Tasks can branch based on conditions, loop back, or flow in sequence.

Abilities: Give Your AI Superpowers

Abilities extend what your AI can do. See the Abilities guide for details.

Add abilities at the workflow level (applies everywhere) or task level (only for that step).

Publishing & Versioning

Workflows use a draft/publish lifecycle. The workflow you edit is always the current draft. When you're ready to go live, you publish a version.

Publishing a Version

1. Make changes to your workflow (tasks, prompts, connections, abilities)
2. In the workflow editor, click the Publish button (rocket icon) in the floating toolbar
3. Give the version a name (e.g., "launch-ready") and an optional change summary
4. Choose whether to activate it immediately

The publish button is disabled when the draft has no changes compared to the active version.

Switching Between Versions

Use the version switcher (clock icon with chevron) in the floating toolbar to:

• Switch between published versions and the current draft
• View the version history for a full comparison

Viewing Version History

Click the Versions tab in the header to see all published versions with:

• Version number and name
• Who published it and when
• A side-by-side diff showing what changed between any two versions

Activating a Version

The active version is the one that runs for new conversations. To change it:

• In the version history, click Activate next to any published version
• Or when viewing a published version, click Make Active in the floating toolbar

Editing Version Metadata

When viewing a published version, click Edit in the floating toolbar to update the version name or change summary.

Cloning Workflows

Found a workflow that almost fits? Clone it:

1. In the workflows list, click the ⋮ menu
2. Select Clone
3. The copy includes all tasks, connections, and abilities
4. Modify freely without affecting the original

Pro Tips

• Start simple - Begin with one or two tasks, then expand
• Test with real conversations - The best way to find gaps
• Clone and iterate - Don't start from scratch when you can remix
• Publish before going live - Always publish and activate a version before pointing real users at your workflow