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Creating a Workflow

Gen AI Components

Gen AI components allow you to build intelligent automation blocks powered by AI. They use prompts, knowledge bases, and tools to generate, evaluate, or extract information from conversations.

AI Agent

The AI Agent block creates a dedicated AI agent within a workflow.

  • One agent per workflow is allowed.
  • The agent is the core driver of automation, responsible for handling logic and conversations.
  • Agents can:
    • Call tools (e.g., APIs, functions)
    • Generate replies for customers
    • Fetch information from the knowledge base

Generate

The Generate block uses AI to create content or validate responses.
Common uses:

  • Generate a reply based on inputs and KB context
  • Evaluate if a user’s query has been fully answered
  • Summarize long responses into concise answers
  • Provide alternatives when one reply is insufficient

Extract

The Extract block uses AI to pull structured details out of user queries, similar to Capture, but more flexible.
Examples:

  • Extracting an order ID from a free-form message
  • Pulling a date or location from a user’s text
  • Identifying entities like product names or account numbers