Workflows define how your AI Agent performs a task or interacts with customers. Each workflow is composed of a series of steps, or “blocks,” such as collecting user details, applying conditions, performing API actions, or transferring conversations to agents. These workflows guide the AI Agent to respond intelligently and perform tasks without human intervention. Learn more about building a Workflow from scratch.

Benefits of Pre-built Workflows

Pre-built workflows save time by offering ready-to-use configurations designed for common use cases. Instead of building from scratch, you can select and modify these workflows to fit your business needs. This ensures faster setup, reduced manual effort, and consistent, high-quality responses from your AI Agent.

For example, the Order Status Workflow handles queries like “Where is my order?” or “I want to cancel my order.”
The workflow automatically:

  • Collects the order ID from the customer.

  • Fetches order details through an API action connected to your order management system.

  • Responds with the current status, delivery date, or cancellation confirmation.

  • Transfers the conversation to an agent if the issue requires manual assistance.

This ensures your AI Agent can efficiently manage repetitive tasks, offer real-time updates, and provide a seamless customer experience.

Add Pre-built Workflows to AI Agents


To add a pre-built workflow to an AI Agent,


  1. Click AI Agent Studio > Workflows Library

  1. On the Workflows Library page, click Pre-built Workflows tab. Here you can view the list of Pre-built Workflows

  1. Click on a Workflow to view the blocks or sections that make up the Workflow

  2. Hover on a Workflow and click +Use to add the Workflow to an Agent and make changes as needed for deploying the AI Agent.


 AI Agent templates comprise multiple pre-built Workflows. Learn more about AI Agent library.


The following are the list of apps available as integrations:

  1. Adyen
  2. Amadeus
  3. Asana
  4. BambooHR
  5. BigCommerce
  6. Bird
  7. Calendly
  8. ClickUp
  9. DHL
  10. Easyship
  11. Expensify
  12. FedEx
  13. Freshdesk
  14. Freshsales
  15. Freshservice
  16. Google Calendar
  17. HubSpot
  18. Jira
  19. Jira Service Desk
  20. Klaviyo
  21. Linear
  22. Magento
  23. Mailchimp
  24. Microsoft Entra ID
  25. Monday.com
  26. Okta
  27. PayPal
  28. PayU GPO
  29. PingOne
  30. Pipedrive
  31. Plaid
  32. Razorpay
  33. Salesforce
  34. Salesforce Service Cloud
  35. ServiceNow
  36. Shippo
  37. Shiprocket
  38. ShipStation
  39. Shopify
  40. Square
  41. Stripe
  42. SugarCRM
  43. SurveyMonkey
  44. Trello
  45. Twilio
  46. Wix
  47. WooCommerce
  48. Workday
  49. Zendesk
  50. Zoho CRM