Creating Workflows

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Creating Your First Workflow

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Step 1: Set Up Your Workflow

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Create a New Workflow

1. Navigate to the Workflow Builder in your Kaie dashboard
2. Click “Create New Workflow”
3. Choose “Start from Scratch” or select a template
4. Give your workflow a descriptive name (e.g., “Customer Support - FAQ Bot”)

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Configure Basic Settings

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Step 2: Build Your Workflow Logic

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Add Your First Node

1. Drag a Message Node from the sidebar onto the canvas
2. This will be your welcome message to customers
3. Configure the message content:

Hi! I'm your AI assistant. How can I help you today? 

You can ask me about:
• Product information
• Order status
• Returns and refunds
• Technical support

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Add AI Response Node

1. Drag an AI Response Node after your welcome message
2. Configure the AI settings:
   • Response Type: Choose between conversational or structured responses
   • Knowledge Base: Select which knowledge base to use for responses
   • Personality: Set the tone and style of responses

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Add Condition Node

1. Add a Condition Node to handle different types of inquiries
2. Set up conditions based on customer input:
   • If message contains “order” → Route to order status workflow
   • If message contains “return” → Route to returns workflow
   • If message contains “technical” → Route to technical support

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Add Action Nodes

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Step 3: Configure Advanced Features

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Add Delays and Timing

• Delay Node: Add pauses between messages for natural conversation flow
• Timeout Settings: Set maximum wait times for customer responses
• Business Hours: Configure when the workflow should be active

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Set Up Escalation

• Human Handoff: Create conditions for transferring to human agents
• Priority Levels: Set different priority levels for different issues
• Notification System: Alert team members when escalation is needed

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Add Data Collection

• Form Nodes: Collect customer information systematically
• Variable Storage: Store and use customer data throughout the conversation
• Integration Points: Connect to your CRM or other business systems

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Step 4: Test Your Workflow

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Use the Test Mode

1. Click “Test Workflow” in the top toolbar
2. Enter sample customer messages
3. Watch how the workflow responds
4. Check that all paths work correctly

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Test Different Scenarios

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Step 5: Deploy and Monitor

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Publish Your Workflow

1. Review all settings and configurations
2. Click “Publish Workflow”
3. Set the workflow to Active status
4. Monitor the deployment status

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Set Up Monitoring

• Analytics Dashboard: Track workflow performance metrics
• Error Logs: Monitor for any issues or failures
• Customer Feedback: Collect feedback on workflow effectiveness

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Common Workflow Patterns

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Linear Flow

Trigger → Welcome Message → AI Response → Action → Follow-up

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Branching Flow

Trigger → Condition → [Path A] → [Path B] → [Path C]

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Loop Flow

Trigger → Process → Condition → [Continue] or [Loop Back]

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Troubleshooting Common Issues

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Next Steps