Configure workflow activation

Assign agents

Open the workflow's Agents tab and select which agents can use it. Each assignment keeps its status, activation mode, intents, priority, and minimum confidence.

A workflow can be designed without assignments, but it cannot be selected from agent conversations.

Automatic by intent

The agent compares the request with configured intents. Write short expressions representing the user's objective rather than full answers or unrelated keyword lists.

Minimum confidence prevents weak matches. Priority orders candidates when several processes may fit one request.

Manual

Use manual activation when a person or integration must explicitly decide when to begin. This fits sensitive operations and processes still being validated.

From another workflow

Use this mode for reusable processes that should start only as a subworkflow. Publish the dependency first and keep its data contract stable.

Scheduled

After publishing, create a schedule with a name, first run, and hourly, daily, or weekly frequency. Ensure its input can run without an active conversation.

Avoid conflicts

Test requests close to several intents and inspect which workflow was selected. Refine intents, increase minimum confidence, or separate responsibilities when routing is ambiguous.