Workflows

The Workflows feature in Copilot, powered by Boltic, helps you create custom automation flows for your business. With these workflows, your Copilot can handle tasks more smoothly, whether it's answering customer service questions or managing more complex tasks.

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You can also go through the detailed Boltic documentation for more insights on workflow creation and management.

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Create custom task automation flows.

Features

• Drag and Drop: Easily drag and drop nodes to build your workflow.
• Connect Nodes: Connect nodes to establish the flow of your workflow.
• Delete Nodes: Remove nodes from your workflow as needed.
• Save Workflow: Save your workflow to preserve your work.
• Load Workflow: Load previously saved workflows for editing or execution.
• Export Workflow: Export your workflow as a JSON file.
• Import Workflow: Import workflows from a JSON file.
• Run Workflow: Execute the workflow to see it in action.
• View Workflow: View the current state of your workflow.
• Edit Workflow: Make modifications to your workflow.
• Delete Workflow: Delete workflows.
• View Execution Logs: Access logs to track the execution of your workflows.

Components

The workflow tool includes several key components to help you design and manage workflows easily. The canvas is the main area where you can arrange and connect nodes, which represent different steps in your workflow. Edges connect these nodes, defining how the workflow progresses. The sidebar contains a list of nodes that you can drag and drop onto the canvas, while the toolbar gives you quick access to important actions like saving, loading, running, and editing workflows. Finally, the execution log shows detailed logs of your workflow’s execution, so you can track how everything is running.

1. Nodes

   • Triggers: Start the workflow and serve as entry points.
   • Activities (Steps): Perform actions within the workflow and are the core components.
   • Conditions: Evaluate specific criteria to determine the workflow’s path, enabling conditional logic.
   • Loops: Repeat a series of steps until a condition is fulfilled, making them ideal for repetitive tasks.

2. Edges

   • Edges: Connect nodes and define the sequence of the workflow.
   • Conditional Edges: Link conditions to steps, representing the flow based on specific criteria.

3. Canvas

   The main workspace for dragging and dropping nodes, connecting them, and designing your workflow. You can also adjust the zoom level for a clearer view.

4. Sidebar

   Contains a list of nodes that you can easily drag and drop onto the canvas.

5. Toolbar

   Provides buttons for essential actions, including saving, loading, exporting, importing, running, viewing, editing, and deleting workflows.