Start a workflow
From Workflows, describe a workflow, start from a template, or create a blank one by name.
Open Workflows. The page says Named jobs where agents work together, each started by something like an event or a schedule. With none yet, it says No workflow yet and Create a workflow to give your agents a job to do together.
New workflow
New workflow is a menu with three choices.
- Describe it opens Ask Studio to start a workflow from a sentence. If Ask Studio is not open here, this choice opens Blank instead.
- Start from a template opens a dialog titled Start from a template.
- Blank opens a dialog titled Blank workflow. The field is Name. Create workflow makes it. While it saves, the button says Creating…. If it fails, the page says That draft could not be started. Try again.
From the workflow list in the rail
+ on a group is named New workflow in that group. It opens a page titled New workflow. The description says Name it. You choose how it starts next. The field is Name, with help Like Order follow-up. An empty name says Give the workflow a name. When the company has categories, Category includes No category. How people are identified is the next choice.
| Choice | What it says |
|---|---|
| Simple — the agent handles lookups | No identity steps. The agent looks the person up and sets who it's talking to with Identify this person; Verify this person checks them. |
| Set up identity steps | Preprocess finds the person and checks them before the agent starts. |
On a hosted company, Simple — the agent handles lookups cannot be chosen. The page says Simple runs once the server supports it; new workflows get identity steps for now. Create workflow makes the draft. The editor then opens on Ways in. The steps before the agent are on Before the agent.