What is this?
A Workflow is different from an ordinary agent reply: it’s a fixed, scripted sequence — ask this question, save the answer, ask the next one, in order — that runs with no guessing involved once it starts. Two exist today:
- Lead Qualification — asks a fixed list of questions one at a time, saves each answer to a custom field, and can move the contact to a pipeline stage once done.
- Event Registration — walks a customer through booking an event slot.
What can I do here?
The Workflows tab lists workflows that could be bound to this agent, with an enable toggle next to each.
Configuring a workflow — its question list, target pipeline stage, or event details — isn’t available from this tab yet. It’s shown here for visibility, not as a working setup screen. Toggling it on here has no effect until this ships.
How to use it, in the meantime
If you want the agent to collect a fixed sequence of answers today — a name, an email, a concern, before it raises a ticket, for example — build that as a regular automation using Ask steps, and have the agent start it with the Trigger Automation capability. It’s the same underlying idea — a scripted flow the agent hands off to and steps aside for — using a part of the builder that’s fully configurable today.
