AI Workflows

Workflows are how you teach your AI to do more than just talk. Instead of just answering a question, your bot can now "roll up its sleeves" and actually get work done—like checking an order status, updating a customer's email, or processing a refund—all by itself.

How it Works

One Step at a Time

Think of a Workflow like a checklist for your bot. It starts at the top and works its way down. It won't move to Step 2 until Step 1 is finished perfectly. This ensures that things always happen in the right order and nothing gets missed.

"Wait! I need more info"

Sometimes, your bot might get halfway through a task and realize it's missing a piece of the puzzle—like an Order Number or a shipping address.

Instead of giving up, the bot will now pause, politely ask the customer for the missing detail right in the chat, and then keep going once it has the answer. It’s like a human assistant checking in with you when they're stuck.

Connecting the Dots

The real magic happens when steps talk to each other. For example:

1. Step 1: The bot looks up a customer's order.
2. Step 2: The bot uses the address it found in Step 1 to calculate shipping times.

You don't need to know how the "wiring" works. In the builder, you just click the little blue pills (like {{Order Address}}) to tell the bot which piece of information to pass along.

Building Your First Workflow

1. Tell the bot when to start: Give it a simple instruction, like "Use this when a customer wants to change their delivery address."
2. Pick your tools: Choose the actions you want the bot to take (like "Search Orders" or "Update Profile").
3. Fill in the blanks: If a tool needs information from an earlier step, just click the dropdown and pick the right "pill."
4. The Result: Decide what the bot should say to the customer once the whole job is done.

Keeping Things Safe

If something goes wrong (like a system being down), the bot will stop immediately. It won't try to guess or "force" a workflow to finish if it isn't 100% sure. It will simply let the customer know there was a hiccup and offer to get a human involved if needed.

Pro Tips

• Keep it Simple: The best workflows are usually 2 or 3 steps long.
• Be Natural: Talk to the AI like you would a new employee when explaining when to use a workflow.
• Double Check: Before you turn a workflow on, make sure the "pills" are connecting the right pieces of information.