Workflows

​

Examples

• Onboarding — Walk new users through setup
• Returns — Collect order number, reason, process request
• Troubleshooting — Diagnostic steps for common issues

​

Create a Workflow

1. Go to Actions
2. Click Create Journey
3. Fill in:

4. Add steps:
   • Step text (what to ask/tell user)
   • Tool (optional—action to execute)
5. Save

​

Example: Return Request

Step 1: "What's the order number for the item you'd like to return?"
Step 2: "Which item would you like to return?" [Tool: getOrderDetails]
Step 3: "What's the reason for the return?"
Step 4: "Done! You'll receive a return label within 24 hours." [Tool: createReturn]

​

How It Works

1. User question matches workflow description
2. Agent starts the flow
3. User responds to each step
4. Optional tools execute at configured steps
5. Workflow completes

​

Tips

• Write clear descriptions so agent knows when to trigger
• Keep steps conversational, not robotic
• End with confirmation of what happened
• Test in Sandbox before deploying