Agent Workflow Builder

The Agent Workflow Builder is a visual drag-and-drop editor that lets you design your AI agent's conversation logic. Build complex call flows by connecting nodes on a canvas — no code required.

How it works

Behind the scenes, the Agent Workflow Builder converts your visual flowchart into structured instructions that the AI agent follows during live voice calls. Every time you save, the generates an optimized prompt from your workflow.

Overview

The Agent Workflow Builder provides a full-featured canvas where you can:

Drag and drop nodes to define agent behavior, logic, and call actions
Connect nodes with edges to create conversation flows
Configure each node's properties using the side panel editor
Test your agent in real time with the built-in voice tester
Track and roll back to previous versions using version history
Generate and preview the prompt that powers your agent

Getting Started

To open the Agent Workflow Builder, navigate to the Campaigns page and click the Edit Campaign icon to the right of the campaign you want to edit. Then, in the Edit Campaign dialog, scroll down and click the Use the Agent Workflow Builder button under the Edit Agent Configuration section. This will open the Agent Workflow Builder, where you can create and edit your agent's conversation flow.

Find the Node Palette

The palette on the left side of the canvas contains all available node types organized by category.

Drag nodes onto the canvas

Click and drag any node type from the palette onto the canvas to add it to your workflow.

Connect nodes with edges

Drag from a node's output handle to another node's input handle to create a connection that defines the conversation flow.

Configure node properties

Click any node to open the side panel editor where you can set its label, content, and behavior.

Save your workflow

Click Save Workflow button in the right of the top toolbar to persist your workflow and generate the agent's prompt.

Page Overview

Toolbar Reference

The toolbar at the top of the builder provides quick access to all major actions:

Button	Action
Save Workflow	Save the workflow, generate the prompt, and create a version snapshot.
Test (Play icon)	Open the voice tester to interact with your agent in real time.
History	Open the version history panel to review or roll back changes.
Cancel	Revert any unsaved changes.
Back (left of the workflow's title)	Return to the campaign dialog. Only available if you navigated to this page from the campaign dialog.

Canvas Controls

The canvas provides several controls for navigating your workflow:

Pan: Click and drag on an empty area of the canvas to pan around your workflow.
Zoom in/out: Use the scroll wheel or the zoom controls in the bottom-left corner.
Fit to view: Click the fit-to-view button to center and zoom the canvas to show all nodes.
MiniMap: Toggle the minimap for an overview of large workflows. The minimap appears in the corner of the canvas.
Lock: Click the lock icon to prevent accidental changes to the nodes.

Saving Your Workflow

Click Save Workflow in the toolbar to persist your workflow. The save operation:

Saves the visual layout (node positions and connections)
Updates the agent's tools and variables based on your nodes
Generates and stores the prompt
Creates a version snapshot for the history

Unsaved changes

The builder tracks unsaved changes and will warn you if you try to navigate away without saving. Look for the unsaved indicator in the toolbar to know if you have pending changes.

Learn more

Nodes Reference

All available node types, their categories, and configuration options.

Edges & Connections

How to connect nodes and understand flow vs. association edges.

Testing & Prompt Generation

Test your agent live and preview the generated prompt.

Version History

Track changes, compare versions, and roll back to previous states.