57.1 What Workflows Are

Workflows script how AIUNIFY Chat reacts to defined visitor messages instead of relying on a normal generated Agent response for every turn.

The deployed interface describes Workflows as a way to script common responses and hand a visitor to a human on specific keywords.

57.2 How Workflows Interact with the Agent

An Active Workflow is evaluated before the normal LLM response path.

When a Workflow matches the visitor turn, the Workflow can handle that interaction with its configured steps rather than continuing through the ordinary AI answer process.

57.3 Opening Workflows

Select Workflows from the workspace navigation.

The Workflows table provides search, status scope, sorting, configurable columns, and a New workflow action.

57.4 Workflow Statuses

The interface uses three primary statuses:

  • Draft
  • Active
  • Disabled

Only an Active Workflow is intended to fire for visitor traffic.

57.5 Draft

Draft is appropriate while a Workflow is still being built or reviewed.

A Draft Workflow remains stored but does not run for live visitor messages.

57.6 Active

Active means the Workflow is eligible to run when its trigger conditions match.

Activate only after the trigger and all required steps have been reviewed.

57.7 Disabled

Disabled keeps the Workflow configuration available without allowing it to fire.

This is useful when temporarily suspending an existing flow without deleting it.

57.8 Workflow Table

The Workflows table can display:

  • Workflow Name.
  • Status.
  • Trigger.
  • Step count.
  • Last Updated information.
  • Actions.

57.9 Searching and Filtering

Use Search workflows... to find a Workflow by name or applicable search terms.

The scope control supports:

  • All workflows.
  • Active.
  • Draft.
  • Disabled.

57.10 Sorting

The Workflows list provides sorting choices including:

  • Recently updated.
  • Oldest updated.
  • Name A-Z.
  • Name Z-A.

57.11 Opening a Workflow

Select the Workflow Name or its Settings action to open the Workflow Canvas.

The Canvas is the visual editing surface for the Workflow's trigger and connected steps.

57.12 Deleting a Workflow

The delete action asks:

Delete "[name]"? This cannot be undone.

Use deletion only when the Workflow should be permanently removed. Use Disabled instead when you may need the flow again later.

57.13 Workflow Safety

Because a matching Active Workflow can take precedence over the normal Agent reply, test the Workflow before activating it. Broad trigger keywords can unintentionally intercept visitor questions that should have been answered by the Agent normally.

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