> ## Documentation Index
> Fetch the complete documentation index at: https://semantiks.mintlify.site/llms.txt
> Use this file to discover all available pages before exploring further.

# Workflows

> Design multi-step conversation flows that guide your AI agent through structured interactions—stage by stage.

**Workflows** let you design structured conversation flows for your AI agent. Instead of a single open-ended conversation, you can define a sequence of **stages** and **transitions** that guide the agent through a predictable, controlled path.

This is ideal for scenarios like sales qualification, onboarding flows, appointment scheduling, or any interaction where the conversation should follow a defined sequence.

<Note>
  Workflows is a **Beta** feature. It is actively being developed and some capabilities may change.
</Note>

## Core concepts

### Stages

A stage is a step in the conversation. Each stage has:

* A **name** that identifies the step (e.g. `Greeting`, `Qualification`, `Closing`)
* An **identifier** — automatically generated from the stage name (lowercase, no accents, underscores instead of spaces). Identifiers must be unique across all stages in a workflow.
* **Instructions** that tell the agent what to do or say in that stage
* A **goal** — what the agent needs to accomplish before moving on

### Transitions

A transition is the rule that moves the conversation from one stage to the next. You define:

* The **source stage** (where we are)
* The **target stage** (where to go next)
* The **condition** that triggers the transition (e.g. user confirmed their email, user said they're interested)

<Warning>
  Every transition **must** have a condition. The workflow cannot be saved if any transition has an empty condition.
</Warning>

### Channels

Each workflow is assigned to one or more channels. A channel can only be assigned to **one workflow at a time**.

## The Workflow Editor

The workflow editor is a visual canvas where you drag, drop, and connect stages. The settings for each stage — and its outgoing transitions — are managed from a single side panel.

### Stage Settings Panel

Click any stage on the canvas to open the **Stage Settings** panel on the right. The panel is organized into collapsible accordion sections:

| Section                | What it contains                                                                 |
| ---------------------- | -------------------------------------------------------------------------------- |
| **Stage Settings**     | Stage name (and auto-generated identifier) and agent instructions for this step. |
| **Knowledge Snippets** | Context or knowledge text that the agent can reference during this stage.        |
| **Topics Search**      | Toggle to enable searching the knowledge base, with optional topic filtering.    |
| **Transitions**        | All outgoing transitions from this stage, each with its target and condition.    |

### Saving stage changes

At the bottom of the Stage Settings panel you'll find the **Save Stage** button. This button is **disabled** (grayed out) when the current stage settings and transitions are identical to their values when the panel was opened. It becomes **enabled** as soon as you modify any field — stage name, instructions, knowledge snippets, topic settings, or transition conditions.

<Tip>
  If you make changes and then undo them so the stage matches its original state, the button will automatically disable again. This helps you avoid unnecessary saves.
</Tip>

### Managing Transitions

Transitions are configured **inside the source stage's settings panel**, in the **Transitions** section:

1. **Create a transition** by drawing a connection from one stage to another on the canvas. When you connect two stages, the source stage's settings panel opens automatically so you can define the condition right away.
2. **Edit a condition** by opening the source stage's settings and scrolling to the Transitions section. Each transition shows its target stage and an editable condition field.
3. **Delete a transition** by clicking the delete button next to it in the transitions list, or by selecting the edge on the canvas and pressing `Delete` / `Backspace`.

<Warning>
  Transitions with **empty conditions** will block saving the workflow. Make sure every transition has a meaningful condition before saving.
</Warning>

### Canvas Controls

* **Zoom in/out** with the scroll wheel or the controls at the bottom-left of the canvas.
* **Pan** by clicking and dragging on an empty area of the canvas.
* **Select a stage** by clicking on it. Selected stages are highlighted.
* **Delete a stage** by selecting it and pressing `Delete` / `Backspace`, or by using the delete option in the stage's context menu.
* **Multi-select** stages by holding `Shift` and clicking, or by dragging a selection box.