Initialization workflow

Run a workflow before your agent takes over the conversation.

You can optionally set a workflow to run at the start of every conversation. This initialization workflow runs before the Agent begins orchestrating, giving you a chance to handle setup tasks like authentication, onboarding, or loading user data.

Initialization workflows are standard workflows with access to all the same steps. Users can send and receive messages, you can make API calls, run Playbooks, and handle any other logic you need. Once the workflow completes, the Agent takes over and the conversation continues normally.

If you don’t set an initialization workflow, conversations begin directly with your Agent.

Setting an initialization workflow

Open the Framework tab in the sidebar. Click the Initialization dropdown and select an existing workflow, or click Create to build a new one. Once set, this workflow runs automatically when a conversation starts. After it completes, the conversation proceeds to your Agent

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Common use cases

Initialization workflows are useful when you need to complete a process before handing off to your agent:

• Authentication: Verify a user’s identity before they can interact with your agent.
• Onboarding: Collect required information like name, account number, or preferences.
• Loading context: Fetch user data or conversation history from an external system.