Introduction to Workflows

Workflows is a new way to build conversational AI. It allows you to break down AI conversations into discrete steps, and then orchestrate those steps in a way that is easy to manage and modify.

Creating Your First Workflow

Begin by creating an assistant on the Assistants page and providing the required information, such as the assistant’s name and capabilities. Once your assistant is set up, switch the model provider to Vapi and click “Create Workflow” when prompted. A modal will appear offering you the option to create a new workflow or attach to an existing one. Choose the appropriate option to proceed to the Workflow Builder.

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Step 1: Create an Assistant

Visit the Assistants page. Create a new assistant, give it a name, and select a voice and transcription model of your choice.

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Step 2: Switch Provider to vapi

Under the “Model” section, switch the “Provider” field to vapi.

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Step 3: Create a New Workflow or Attach an Existing One

Click the “Create Workflow” button. A prompt will appear asking you to create a new workflow by entering a unique title, or attach to an existing workflow.

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Step 4: Build Your Workflow

In the Workflow Builder, you will see a “Start” call node. Click the + button at the bottom of this node to select your first node. Use the + button to add further steps as needed.

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Step 5: Create Connections

To create new connections between nodes, drag a line from one step’s top connection dot to another step’s bottom dot, forming the logical flow of the conversation.

Tips for Building Workflows

• Deleting Nodes and Edges: Click on any node or edge and press Backspace to delete it.
• Attaching Nodes: Attach a node to another by drawing a line from the top of one node to the bottom of another node.
• Save Requirements: A workflow cannot be saved until every node is connected and configured. The system will not allow saving with any dangling nodes.
• Creating Conditionals: To create conditionals, first add a condition node. Then, attach nodes for each branch by clicking the “Logic” tag on the connecting edges to set up the conditions.

Nodes

Workflows break down your AI voice agent’s behavior into discrete, manageable nodes. Each node encapsulates a specific function within the conversation flow. Detailed configuration options let you tailor each step to your requirements. The available nodes are:

Edges

Edges allow you to create branching paths in your workflow based on different types of logic:

For detailed configuration instructions and advanced settings, please refer to our dedicated documentation pages for each task.