Overview & Setup
What a workflow is, where to find them, and how to install one from the Library.
A workflow is an installable automation that gives an agent a new capability — a set of related actions it can run as part of a conversation or a scheduled task. Instead of building automations from scratch, you browse a library of pre-built workflows, install the ones you need, complete a short setup if one is required, and assign the workflow to an agent.
A workflow is something an agent runs. If you just need an agent to read reference information — pricing rules, a support playbook, your brand voice — use a skill instead.
Where to Find It
Open Workflows from the sidebar (under More). Two tabs sit alongside a search box: My Workflows lists everything installed in this workspace, and Library is the catalog of pre-built workflows available to install, grouped by category.
Browsing and Installing a Workflow
On the Library tab, find a workflow and click its card to open the detail view. It shows what the workflow does, which integrations it requires, the settings it will ask for, and example prompts you can try once it's installed.