Workflows overview

Workflows orchestrate call nodes so assistants, human handoff, keypress collection, custom APIs, and other actions run in a defined path. The assistant controls what to say; the workflow controls where the call goes.

Workflow prerequisites

• Confirm the call direction.
• Create an available assistant.
• Prepare handoff or API information when needed.

Design principles

• Design the main path first, then add branches.
• Handoff nodes should match the handoff behavior described in the assistant prompt.
• Test workflows before production release.

Version and effective scope

Workflows keep historical versions. After publishing a new version, select the target version when binding a line or configuring a task.