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A workflow is a task you record once so the agent can run it again for your users. Open Tools, then Workflows. Only an organization admin can record, edit, or delete a workflow.

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Record a workflow

1

Start from a URL

Enter the page where the task begins and click Create New Workflow.
2

Walk through the task

Use the browser and narrate each step out loud.
3

Stop recording

Click Stop Recording. The recording becomes a workflow you can review.
4

Turn it on

When the workflow is ready, enable it. You can edit or delete it from the list.

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How the agent runs it

The agent collects inputs before the workflow starts. For an automated workflow, turn on Collect input per-step to ask for each input when that step needs it.

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What your users see

The agent asks before it starts. An automated workflow shows Run workflow. A guided workflow shows Start walkthrough.