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,
Click AI Agent Studio > Workflows Library
On the Workflows Library page, click Pre-built Workflows tab. Here you can view the list of Pre-built Workflows
Click on a Workflow to view the blocks or sections that make up the Workflow
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.