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5.1) Agent Workflow - Intro To Building Agents

Understanding the agent workflow canvas.

Updated over 3 weeks ago

Video Training

Video Transcript

All right, so we are now officially inside of what we call the agent flow, the objective flow. Here is really where you're going to define the flow of the conversation and what the agent should be doing. Again, to get inside of here, you have to actually click on the app and then it'll open the WhatsApp. As you see, we're inside of WhatsApp right now. You can actually jump between them up here too. Uh but we will be inside of WhatsApp right now. And let's just quickly walk you through. So obviously this is the main header nav bar that we typically have with our on/off toggles. Here's a settings button. We'll actually get into that in another part of the series, but here's where we have our different settings. Here's a saved state. We have auto-save, so if we go ahead, add something you'll see, it'll auto-save by itself. I'll delete it and it'll auto-save by itself. We have the ability to actually export this flow, so if I want to download this as a flow, I can. And also if I want to import other flows, I actually can. Now what's really cool about this is this allows you to now make content for YouTube or for whatever and have lead magnets or you can run low ticket funnels and low ticket offers and you can sell your agents for seven, 27, 47, 97, whatever you want. Um you can quickly duplicate them within your own company if you want to quickly take this and you know send it to another company, another business, or another client. Um you can use it for onboarding. So you can have already templated agents. So every new account that you create, you literally just import the flow. Uh you maybe come in, you change a little bit of the words or whatever based off your guys' SOPs. But we can officially import and export flows which is really, really, really cool. We also have a light and a dark mode. Um I go back between the two of them regularly. I also think light mode is super beautiful and clean. It's just wow. Yeah, even I built this damn thing and I still I still get excited every time I see it. It looks just absolutely beautiful. Um but for now, I'm going to go dark mode just a bit easier on the eyes. We have this button down here which allows you to test the flow. Obviously you'll see that in another module, but you click on it and a little window will appear so you can actually test the flow and talk to the AI. We have an undo and a redo button. So if you make a mistake by accident, feel free undo is control Z. And then redo is actually control Y. You can't do control shift Z on most browsers, so that's why we standardized control Y. We do have some keyboard shortcuts as well. So you can click this, come in and see all the different keyboard shortcuts. Right off the gate, I think some of the most important ones I use frequently and people always ask me, how did you do that? is this one, multi-select nodes, or multi-select nodes with mouse. Um obviously this, this so you can copy, you can cut, you can paste, uh delete, zoom in and out, whatever. And all these different things. But yeah, actually I think maybe the most is going to be like a copy, paste, which is pretty cool. So if I come in, I hit shift, I can actually drag my mouse around. So here I can start to do this. I can hit control, oh I didn't mean to do that. Uh, so yeah, so if you can hold shift and drag the mouse around and that gives you the ability to actually select multiple things or you can hold shift and individually click. So I'll click one and then I come over here, I click two. And as you see they still kind of stay expanded and highlighted, which means they are now selected. So if for whatever reason you're like, 'You know what, I want to move this guy down and this guy down,' you can just boom, hold shift, click on them, and then go ahead and do your thing there. So there's that. again, you can also shift command C and then command V, we can do that. So yes, those are the different little keyboard shortcuts. I'm actually going to go ahead and delete all of these for now. And then I'll click this button and boom, start of the workflow. So that's pretty much it for the quick UI UX. Again, fairly simple. We have just a little bit of controls, test flow, you can go ahead and some keyboard shortcuts that we just went through. So I'm going to jump in and we'll jump into the next module.


Introduction

Welcome to the Agent Workflow! This is your visual canvas for building the specific conversational workflows your AI agent will follow for each communication channel. This guide will walk you through the user interface, key features, and productivity tools available on this screen.

Navigating the Agent Workflow Interface

The Agent Workflow is designed to be an intuitive, visual workspace. Here are the main controls at the top of your screen:

  • Channel Selector: Located next to the agent's name (e.g., "WhatsApp"), this dropdown allows you to switch between the different communication channel canvases you've set up (e.g., SMS, Email, Instagram). Each channel has its own distinct workflow.

  • Agent Status Toggle: This switch turns the entire workflow for the selected channel ON or OFF.

  • Settings: This opens the advanced settings for the conversation, which will be covered in a future tutorial.

  • Save Button: While the system auto-saves your progress, you can use this button for manual saves.

Building the Workflow Canvas

Your conversation flow starts with the Agent Trigger and expands by adding different communication apps.

  1. The Agent Trigger: This is the starting point for your workflow. It contains the webhook URL that will activate this agent and initiate the conversation.

  2. Adding Communication Apps:

    • The menu at the bottom of the screen contains all available communication channels (iMessage & SMS, WhatsApp, Instagram, etc.).

    • Simply click an app's icon to add it as a node to your canvas.

  3. Connecting the Trigger: Drag the line from the Agent Trigger to an app node to connect it. When the trigger is activated, it will send a message through every connected app node.

Importing & Exporting Workflows

To give you true ownership of your AI Agent assets - we've added the feature of importing and exporting Agent Workflows.

  • In the top-right corner, you'll find buttons to Export your current flow as a JSON file or Import a pre-built flow from a file.

  • This is incredibly useful for creating templates, selling or sharing pre-built agent flows, and quickly onboarding new clients with a standard setup.

Productivity Tools & Shortcuts

The Agent Hub includes several features to make building and managing your flows faster and easier.

  • Light & Dark Mode: Toggle between light and dark themes for your canvas using the sun/moon icon.

  • Undo & Redo: Use the arrow buttons in the bottom-left corner (or Ctrl+Z for undo and Ctrl+Y for redo) to reverse or re-apply your last actions.

  • Keyboard Shortcuts: Click the question mark icon (?) to view a full list of keyboard shortcuts for actions like copying (Ctrl+C), pasting (Ctrl+V), and multi-selecting nodes.

    • Pro Tip: To select multiple nodes, either hold Shift and drag a selection box over them, or hold Shift and click each node individually.

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