Workflows

A workflow is like a map that guides your AI agent through conversations. Think of it as a flowchart where each step represents what the agent should say or do next.

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The Editor Layout

The editor has three main parts:

• Left Side: Your workflow canvas where you build the conversation flow
• Right Side: Properties panel where you customize the selected elements
• Top Bar: Toolbar with buttons to manage your workflow

A workflow is made up of several states. Each state has nodes that are connected by edges.

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Workflow Nodes

You can add a new node to the workflow by pressing the + button in the canvas.

Workflows currently supports the following nodes:

• Default State Node: The first node of a new conversation state
• Default Node: Says a fixed or AI-driven message.

Fixed messages are said as is without any changes while AI-driven messages are processed by the AI agent to come-up with answers themselves.

• Function Node: Performs specific functions like verifying Date of Birth or matching names
• Transition Node: Switches the state of the conversation
• Control Node: Controls conversation flow with actions like Hangup or Transfer

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Workflow States

A state is a collection of nodes that are connected by edges. States are used to organize longer conversations.

Consider each state as a seperate objective of the conversation.

For each state you can define a state prioritiy of None, Secondary or Primary.

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Making Your Workflow Dynamic

You can use variables to make your workflow dynamic. See the Inputs and Outputs pages for more information.

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Testing Your Flow

Use the chat preview in the right panel to:

• Test how your workflow runs
• See how variables perform
• Check different conversation paths

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Organizing Your Workflow

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States

States help organize longer conversations:

• Group related steps together
• Create clear sections (like “Greeting”, “Appointment Booking”, “Farewell”)
• Keep your workflow neat and manageable

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Best Practices

1. Keep it Simple

   • Break complex conversations into smaller states
   • Use clear, conversational language
   • Test each path thoroughly

2. Save Your Work

   • Create new versions for major changes
   • Test before publishing
   • Keep notes about what changed

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Publishing Your Workflow

When you’re ready to make your workflow live:

1. Click “Publish” in the top bar
2. Review your changes
3. Confirm deployment

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Customizing Your Agent

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Voice Settings

Click the “Voice” button to:

• Choose your agent’s voice and language

Inquira supports 57+ languages and has support for 100+ voices.

See a full list of supported languages

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Need Help?

• Look for the (?) help icons throughout the editor
• Use the chat preview to test your changes
• Contact support if you get stuck

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Quick Tips

1. Preview Often: Test your workflow frequently
2. Start Small: Begin with simple flows and expand
3. Use States: Organize complex conversations into states
4. Version Control: Create new versions for major changes
5. Test Variables: Verify all personalized content works

Remember: The best workflows feel natural and conversational while efficiently achieving their goals.

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Keyboard Shortcuts

Make your editing faster with these shortcuts:

• Undo: Ctrl/Cmd + Z
• Redo: Ctrl/Cmd + Shift + Z
• Delete Node: Delete/Backspace
• Duplicate Node: D
• Move Canvas: Hold Space + Drag
• Zoom: Ctrl/Cmd + Mouse Wheel

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Common Questions

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How do I start a new workflow?

Click “Create New Workflow” from the workflows dashboard and choose either a blank workflow or a template.

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How do I test my workflow?

Use the chat preview panel on the right side of the editor to run through your conversation flows.

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When should I create a new version?

Create a new version when making significant changes that you want to track separately.

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How do I use variables?

Add variables through the Variables button, then use them in messages with $Input.variable_name.