Building Workflows

Use the AI Workflow Studio to build workflows using the building blocks, called Nodes. This section covers how to build workflows with no code or low code (using JavaScript).

Import Workflows from the Workflow Library

Browse out-of-box workflows and add them to your application. Flow Library can be accessed from the AI Workflows page.

Export and import across applications

Import Use this option to select the workflows file to import.

Export Select this option to export the selected workflows and use it in another application or tenant.

Generate Workflows from a Knowledge Base

You can generate new workflows automatically from your Knowledge Base articles.

Refer to this document for details.

Create a New Workflow

New workflows can be created from the AI Workflows page.

Choose AI Workflows from the left navigation menu of the Aisera Administration application.

Open AI Workflows Tool

Fill the workflow Name, select the Type and the Scope. The description field is optional.

Creating a New Workflow

Building Blocks - Workflow Nodes

Nodes are the building blocks used to build the flow and can be found on the left pane of the visual flow studio. To use any node, select the particular node, drag and drop on the editor canvas.

You can duplicate nodes by pressing ALT (or the option button on a Mac) and then selecting a node and dragging it onto the canvas.

Details of each node are available here.

Configure integrations

The Integrations option is used to add the specific integrations required by the workflow.

Save changes

Once the flow or logic is built, click on Save as Draft. After that, the save button gets grayed out and will publish the flow.

Save without publishing.

Click on the edit button to edit the metadata, including the input and output variables.

Set Message Node for Copilot Markdown Variable

You can now use a Workflow Message Node to designate that the value of a variable is in Markdown format.

To designate that the value of a variable for a Copilot application is in Markdown format:

  1. Create a new application/bot or open an existing application/bot in the Aisera Admin UI.

  2. Select AI Automation > AI Workflow Studio.

  3. Drag a Message node onto the Workflow Studio canvas.

  4. Specify that the value of the variable is in Markdown format, as shown below:

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