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Workflows & Tools

Configure how the AI can plan multi-step actions. Mock tools are for testing; webhook tools call the client's systems when configured.

Action Plan Contract

default serial
{ "workflowId": "collect_then_call", "maxIterations": 4, "successCondition": "tool.call returns status=ok", "failureStrategy": "fallback_to_human", "actionPlan": [ { "id": "a1", "type": "field.collect", "dependsOn": [] }, { "id": "a2", "type": "approval.request", "dependsOn": ["a1"], "timeoutSec": 900 }, { "id": "a3", "type": "tool.call", "tool": "client_webhook", "dependsOn": ["a2"] }, { "id": "a4", "type": "reply.send", "dependsOn": ["a3"] } ] }

Mock Workflow Trace

approval blocks dependents
01intent.detectedCustomer asks for a supported task.
02field.collectRequired fields are collected before action.
03approval.requestHigh-impact action waits for approval.
04tool.callWebhook is called only after approval.
05reply.sendCustomer-visible reply uses tool result.