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Manage Workflows
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Manage Workflows
Mujtaba Ahmed
Updated: Nov 26, 2024
Description
Click through a step-by-step, interactive demo walkthrough, powered by Supademo.
Steps
1
Manage Workflows
2
Go to ‘Configuration’ and open the ‘Workflows’ tab.
3
Select a workflow template by clicking ‘Add Templates.
4
Click ‘Add’ to integrate the chosen workflow into your agent.
5
For custom workflows, click ‘Create Workflow’.
6
Provide a prompt outlining the workflow’s objective and its sequential steps.
7
Once the workflow steps are generated, review them and click ‘Save’ to finalise.
8
Edit workflow details like name, category, and tasks as needed.
9
Each task step will automatically suggest a relevant tool, with the option to modify or replace it.
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In the ‘Change Tool’ section, select from a list of available tools or create a new one to assign to the task step.
11
Enable ‘Consent Required’ for actions needing manual approval.
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Click ‘Save’ to finalise the workflow.
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Access and manage workflows under the ‘Workflows’ tab in ‘Configuration.