Creating Your First Workflow

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Overview

Workflows allow you to create complex call routing and processing logic by combining multiple agents, conditions, and integrations. Workflows are perfect for handling multi-step processes, conditional routing, and complex business logic.

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Creating a Workflow

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Step 1: Navigate to Workflows

1. Click on “Workflows” in the sidebar navigation
2. You’ll see a list of all your workflows (or an empty state if you don’t have any)

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Step 2: Create a New Workflow

Click the “Create Workflow” button. You can also:

• Click “Create from Template” to start from a pre-built template
• Click “Create Blank Workflow” to start from scratch

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Step 3: Configure Your Workflow

When you create a new workflow, you’ll be taken to the workflow editor. Here you can:

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Basic Information

• Workflow Name - A descriptive name for your workflow
• Description - Optional description of what the workflow does
• Tags - Add tags to organize your workflows

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Workflow Structure

Workflows are built using nodes:

• Initial Node - The starting point of your workflow
• Agent Nodes - Connect to AI agents to handle conversations
• Function Nodes - Execute custom functions or API calls
• Condition Nodes - Route calls based on conditions
• Transfer Nodes - Transfer to human agents or other systems

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Adding Nodes

1. Click “Add Node” in the workflow editor
2. Select the type of node you want to add
3. Configure the node’s settings
4. Connect nodes by dragging from one node’s output to another’s input

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Configuring Nodes

Each node type has different configuration options: Agent Node:

• Select which agent to use
• Configure agent-specific settings
• Set response behavior

Function Node:

• Define the function to call
• Set input parameters
• Configure error handling

Condition Node:

• Define the condition to check
• Set routing logic for true/false outcomes

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Step 4: Save Your Workflow

1. Click “Save” to save your workflow
2. Your workflow is now ready to be connected to phone numbers

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Workflow Templates

Freya provides pre-built workflow templates to help you get started:

• Simple Agent - Single agent workflow
• Agent with Transfer - Agent that can transfer to humans
• Multi-Agent Routing - Route calls to different agents based on conditions
• Function Integration - Workflow with custom function calls

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Testing Workflows

Before connecting your workflow to a phone number:

1. Use the workflow simulation feature
2. Test different scenarios and conditions
3. Verify that routing logic works as expected
4. Check that all integrations function properly

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Workflow Best Practices

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Copying Workflows

You can copy existing workflows to:

• Create variations of successful workflows
• Use as templates for new workflows
• Experiment without modifying the original

1. Click the “Copy” icon on any workflow card
2. The workflow will be duplicated with a new name
3. Edit the copy as needed

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Next Steps

Import a Phone Number

Learn how to import phone numbers from Twilio and other providers.

Connect a Phone Number

Learn how to connect your phone numbers to agents or workflows.