AI Studio Workflows Overview - Appv5 Knowledge

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What Is a Workflow in AI Studio?

Workflows are deterministic processes powered by an AI Agent. The steps in a workflow are always the same and always executed in the same order. However, throughout the process, the agent retains the ability to summarize data, make decisions, gather data inputs, generate responses, and more. This creates powerful workflows that are repeatable and scalable like code automations, but have the flexibility of AI Agents.

How and Where Workflows Are Used

Once a workflow is created, you can define the trigger that causes it to fire. Workflows can be triggered within a conversation with an agent — such as a copilot or customer-facing chat — or from a system event, such as a Case Created event. The full list of available triggers, along with detailed descriptions, can be found in the CXME application. When a workflow is triggered, it runs to completion.

How to Create a Workflow

Creating a workflow in CXME is straightforward. Navigate to AI Studio > Workflows and click the + Add Workflow button in the top right. In the modal that appears, name your workflow and provide a description of what you want it to do. The system will then generate a first draft of the workflow automatically.

From the WYSIWYG editor screen, you can edit the generated workflow by clicking on each node in the graph and modifying its details in the panel on the right side. If you need to make more significant changes, you can rewrite the description from the edit screen and regenerate the workflow entirely.

Deploying and Using Workflows

Once your workflow is configured, you can save and deploy the version. A deployed workflow goes live and becomes available in the Agent configuration screen under the Tools section, where it can be added to an Agent. After adding the workflow to an agent, you can test the trigger and workflow behavior in the agent draft to confirm it is working as expected.