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Call Workflow lets your Agent run Workflows during a conversation. When a user’s request is relevant to a connected Workflow, the Agent automatically decides to trigger it, collects the required inputs, and runs the Workflow — sending emails, updating records, generating documents, or any other multi-step automation.

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Add Workflows to an Agent

1

Open the Agent editor

Go to Agents, find the Agent you want to configure, and click Edit.
Workflows section in the Agent editor with the Add Workflow button
2

Navigate to Workflows

In the Setup tab, scroll to the Workflows section and click + Add Workflow. Browse and select the published Workflows you want the Agent to be able to trigger. You can add multiple Workflows to a single Agent.
Agent editor showing the Workflows section with connected Workflows and Add Workflow button
3

Select Workflows

Choose from your published Workflows. The Agent uses each Workflow’s name and description to understand what it does and when to use it.
Workflow selection dialog showing available published Workflows to add
4

Publish your Agent

Click Publish to make the Workflows available in conversations.

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How it works

Once Workflows are connected, the Agent autonomously decides when to trigger them based on the conversation context. This isn’t a keyword match — the Agent reads the user’s intent, evaluates which connected Workflow is relevant (if any), and decides whether to call it.
  1. The user makes a request that’s relevant to a connected Workflow (e.g., “Send a follow-up email to the prospect”).
  2. The Agent determines which Workflow fits the request, then asks the user for any required inputs.
  3. The Agent runs the Workflow and reports the results back in the conversation.
Chat showing an Agent collecting required inputs and running a connected Workflow

Agent collecting inputs and running a Workflow during a conversation

Add clear, descriptive names and descriptions to your Workflows — the Agent relies on these to understand when each Workflow should be used. The more context you provide in the Workflow’s name and description, the better the Agent is at deciding when to trigger it.

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Next steps

Build a Workflow

Create the Workflows your Agent will trigger.

Build and configure an Agent

Learn about all the settings you can configure on an Agent.