Build a workflow that sends each question to the right assistants and returns one answer. You create the workflow in a project, add a supervisor and at least two assistants on the canvas, connect them, and publish it.How a workflow is built#
Every workflow belongs to one project and is made of nodes on a canvas. The canvas starts with Start, Input, and End nodes. You add one supervisor, which coordinates the workflow, and the assistants it can call on. A question enters through Input, the supervisor decides which assistants handle it, and the answer leaves through End. To learn what each supervisor type does, see Workflows Overview.Use cases#
One entry point for several teams: Your HR, IT, and facilities teams each have their own assistant. Put all three in one workflow with a Router, and employees ask a single place instead of guessing which assistant to use.Combined answers: Your product and support assistants know different things about the same product. A workflow with a Consolidator brings both views into one answer.If a single assistant can answer everything your users ask, share that assistant instead of building a workflow.Before you start#
The assistants must be in the same project as the workflow, and they must be published. Draft assistants can't be added to a workflow.
You need at least two assistants. You can't publish a workflow with fewer.
1. Open the Workflows page#
In the sidebar, click Workflows, then click Add Workflow.2. Name the workflow and choose a project#
In the Create Workflow dialog, enter a Workflow Name, choose a project under Project Selection, and click Add Workflow. The canvas opens.The project decides which assistants you can add: only assistants from this project are listed later.3. Add a supervisor#
Under Supervisor on the left, click the type you want. It's added to the canvas and connected between Input and End. Click the supervisor to open its settings, where you can change its Type and choose a Model.| Type | What it does | Choose it when |
|---|
| Router | Selects and validates the most relevant assistant's response, so the best single answer is shown. | One specialist can usually answer each question. |
| Consolidator | Combines the responses from all connected assistants into one answer, based on how relevant each is to the question. | Questions span several areas and you want every view in one answer. |
| Planner | Breaks the question into parts and engages the assistants needed for each. | Requests have several parts that different assistants handle. |
Model is the default model the supervisor uses to coordinate the assistants.A workflow has exactly one supervisor. Once you add one, the other types are unavailable on the left. To use a different type, change Type in the supervisor's settings.
4. Add and connect assistants#
Under Assistant on the left, click Assistant once for each assistant you want, at least two. Then drag from the dot at the bottom of the supervisor to the dot at the top of each assistant node to connect them.5. Choose an assistant for each node#
Click an assistant node, then choose an assistant from Select Assistant. Repeat for every assistant node.Some assistants appear grayed out:Drafted: the assistant isn't published yet. Publish it first, then add it.
Assigned: the assistant is already used by another node in this workflow. Each node needs a different assistant.
6. Publish the workflow#
Click Publish at the top right. The message Workflow created successfully appears, and the workflow is listed on the Workflows page with the status Live.If you have fewer than two assistants, you see Add at least two assistants instead, and the workflow isn't created. 