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Workflows

Managing Workflows

Turn a workflow on or off, reopen its setup, or remove it from the workspace.

Each installed workflow appears as a card on the My Workflows  tab. From that card you can control whether it's active, revisit its setup, or remove it entirely.

Workflow Card Controls

ControlWhat It Does
Toggle switchTurns the workflow on or off. Disabled workflows stay installed, but agents can't use them until you turn them back on.
Configure (gear icon)Opens the setup wizard again, for a workflow that still needs setup completed.
Uninstall (trash icon)Removes the workflow and its actions from the workspace.

If a card shows a small row of avatars, those are the agents currently using that workflow. Uninstalling asks you to confirm first.