Create your first workflow

Before you start

Define a specific input and expected outcome. For this first workflow, use a simple Start → Condition → Response → End path.

You need an active agent and permission to edit agents. Any tools you add later must be active and authorized for the agents executing the workflow.

Create the workflow

Open Studio.
Select Workflows.
Select New workflow.
Enter an outcome-oriented name and description.
Open the workflow you created.

Workflows are workspace resources. Use the Agents tab to assign them to one or more active agents.

Configure the assignment

Enable an agent and choose an activation mode:

Automatic by intent: the agent can select the workflow from a request.
Manual: the workflow starts explicitly.
Only from another workflow: the process is reusable as a subworkflow.
Scheduled: a schedule starts the workflow.

For automatic activation, add clear intents that match the process. Avoid broad expressions that may compete with other workflows.

Design the path

Open Design and add the required nodes. Every route must start at Start and reach an End node.

For a condition, configure the field, operator, and expected value. Give each branch a recognizable result so execution traces are easy to understand.

Response nodes contain the message shown to the user. Do not place information there that must be calculated or retrieved dynamically.

Save and validate

Select Save and review validation errors. Confirm that there is one start, relevant paths terminate, connections are complete, selected resources remain available, and the workflow does not reference itself.

Run a simulation

Open Test, enter conversation data as JSON, and run the simulation. Review the executed steps, selected branch, duration, and output.

When tools are involved, begin with simulated tools so you can verify the path without causing external actions. Use real executions only with controlled data and a clear understanding of their effects.

Publish the workflow

When validation and simulation succeed, select Publish. Studio assigns a published version.

Run one test through the chosen activation mode and open Executions. Verify the final status and inspect the trace to confirm every node produced the expected result.