Skip to content

Workflows

Create Workflow

  1. Click "Create Workflow"
  2. Fill in:
  3. Name: Unique identifier
  4. Description: Purpose summary
  5. Parameters: Comma-separated inputs
  6. Utterances: Example user prompts
  7. Logic: Business rules and tool calls

  8. Tools to reference:

  9. GetSecret for credentials
  10. SaveToForm for data storage
  11. Any activated/custom tools

  12. Click "Generate Workflow Code""Save"

Tool Management

Section Description
All Tools View/activate platform tools
My Tools Activated + custom tools
Create Tool Same process as workflows

Deployment

  1. Select workflows to deploy
  2. Submit for review
  3. Receive notification upon completion

Platform Tools

Tool Purpose Example
AskAgent LLM completion CallTool('AskAgent', prompt="Hello")
CheckWorkEmail Email validation CallTool('CheckWorkEmail', email="x@company.com")
GetSecret Retrieve credentials CallTool('GetSecret', SECRET="api_key")
KnowledgeTool Knowledge queries CallTool('KnowledgeTool', query="policy")
SaveToForm Data storage CallTool('SaveToForm', form_name="Logs", form_data={...})
SlackMessenger Slack notifications CallTool('SlackMessenger', channel_id="#alerts", message="Alert!")