Building agents

Workflow Builder

Design what an agent says and does as a graph. Saving turns the graph into the prompt the agent runs on, and snapshots it.

Opening it

From Campaigns, edit the campaign you want to change, then choose Use the Agent Workflow Builder under Edit Agent Configuration.

  1. Find the node palette

    Down the left of the canvas, every node type there is, grouped by what it does.

  2. Drag nodes onto the canvas

    A node is one thing the agent says, decides or does.

  3. Connect them

    Drag from a node's output handle to another's input handle. The edges are the conversation's order.

  4. Configure each node

    Click a node to open the side panel: its label, its content, and how it behaves.

  5. Save

    Save Workflow persists the layout, updates the agent's tools and variables from the nodes, regenerates the prompt, and takes a version snapshot.

The toolbar

Save Workflow
Saves, generates the prompt, and snapshots the result.
Test
Opens the voice tester and talks to the agent as it stands.
History
The version panel: what changed, and a way back.
Cancel
Drops unsaved changes.
Back
Returns to the campaign you came from.Only when you arrived from the campaign dialog.

Unsaved changes

The builder tracks them and warns before you navigate away. The indicator in the toolbar says whether anything is pending.

Moving around the canvas

Pan
Drag anywhere empty.
Zoom
Scroll, or the controls bottom-left.
Fit to view
Centres and scales the canvas to hold every node.
MiniMap
An overview for workflows too large to see at once.
Lock
Freezes the nodes, so reading a workflow cannot accidentally rewrite it.

Read next