Workflow Builder

The Workflow Builder is a visual editor for creating and managing multi-agent workflows. It provides a drag-and-drop interface for designing conversation flows without writing code.

Accessing the Workflow Editor

1. Navigate to Workflows in the dashboard sidebar
2. Click on an existing workflow or create a new one
3. Click the Edit button to open the visual editor

Editor Layout

The workflow editor has three main sections:

Left Sidebar - Agent Palette

The agent palette displays all available agents in your organization. Drag agents from the palette onto the canvas to add them to your workflow.

Each agent card shows:

• Agent display name
• Agent identifier (slug)
• Drag handle for adding to canvas

Center - Workflow Canvas

The main canvas where you design your workflow:

• Nodes represent agents in the workflow
• Connections show the flow between agents
• Minimap in the corner for navigation
• Controls for zoom and fit-to-view

Canvas Interactions

Right Sidebar - Properties & Info

Toggle between two tabs:

Properties Tab

When a node is selected, configure its settings:

• Entry Node - Toggle to mark as the workflow entry point (first agent)
• Exit Node - Toggle to mark as a workflow exit (ends the call)
• Skip Condition - Expression to conditionally skip this node
• Delete Node - Remove the node from the workflow

Info Tab

View a summary of all nodes and connections:

• Nodes list - Click to select a node on the canvas
• Connections list - View all agent-to-agent connections

Creating a Workflow

Step 1: Add the Entry Node

1. Drag your first agent from the palette to the canvas
2. The first node is automatically marked as the Entry Node
3. Entry nodes have a green indicator in the minimap

Step 2: Add Additional Agents

1. Drag more agents onto the canvas
2. Position them to visualize the flow
3. Multiple agents can be added for complex workflows

Step 3: Connect the Agents

1. Hover over a node to see connection handles
2. Drag from a handle to another node
3. Connections show animated arrows indicating flow direction

Step 4: Configure Node Properties

1. Click on a node to select it
2. Use the Properties panel to configure:
   • Mark exit nodes (agents that end the workflow)
   • Add skip conditions for conditional routing

Step 5: Validate and Save

1. Review the validation panel below the canvas
2. Fix any errors (red) before saving
3. Address warnings (yellow) for best practices
4. Click Save when the workflow is valid

Node Types

Entry Node

• First node in the workflow
• Only one entry node allowed
• Marked with a green badge
• Cannot have incoming connections

Exit Node

• Ends the workflow when reached
• Multiple exit nodes allowed
• Marked with a red badge
• Typically has no outgoing connections

Regular Node

• Standard agent in the workflow
• Can have multiple incoming/outgoing connections
• May include skip conditions

Skip Conditions

Skip conditions allow agents to be bypassed based on context:

flags.skip_greeting
context.user.returning === true
params.fast_track

When the condition evaluates to true, the workflow skips to the next connected agent.

Common Skip Patterns

Workflow Validation

The validation panel displays real-time feedback:

Errors (Must Fix)

Warnings (Should Review)

Valid Workflow

When the workflow is valid, you'll see a green success message. The workflow can now be saved and activated.

Testing Workflows

After saving, test your workflow:

1. Click the Test button in the workflow detail page
2. Enter test context and parameters
3. Run a simulated conversation
4. View the agent flow and responses

Best Practices

Design Tips

1. Start simple - Begin with 2-3 agents and expand
2. Linear flows first - Master basic flows before branching
3. Name clearly - Use descriptive agent names
4. Document purpose - Add workflow descriptions

Performance Tips

1. Minimize handoffs - Each transition adds latency
2. Use skip conditions - Avoid unnecessary agents
3. Exit early - Don't route through unused agents

Debugging Tips

1. Check validation - Fix all errors before testing
2. Test incrementally - Add agents one at a time
3. Review transcripts - Check actual call flow in monitoring