BotIntelli — Workflows User Guide

This guide explains Workflows: how to view your saved workflows, open them in the designer, run them, view analytics, and share or clone them.

What Are Workflows?

Workflows are saved automation flows you build in the Workflow Designer. The Workflows view is the list and management page: you see all your workflows, open one to edit, run it, view run history, share, or clone.

Where to Find It

Sidebar: Automation → Workflows.
URL: https://app.botintelli.com/dashboard?view=user-workflows.

Complete User Journey

Step 1: View the Workflow List

You see a grid or table of workflows. Each may show:
- Name, description.
- Status (e.g. draft, active).
- Last run (date/time).
- Actions: Open, Run, Share, Clone, Delete, etc.

Step 2: Open in Designer

Click the workflow (or Edit / “Open in designer”). The Workflow Designer opens with that workflow loaded. You can add nodes, change config, save.

Step 3: Run a Workflow

Run button: Click Run (or “Execute”) on the workflow. You may be asked for input (e.g. message, JSON). Submit; the run executes and you see the result (or a link to run history).
From Chat: If workflows are chat participants, select this workflow in All Chats or the Chat participant dropdown and send a message; the workflow runs and replies in the chat.

Step 4: View Run History / Analytics (When Available)

Open the workflow or an Analytics / “Runs” section. You see run history (success/fail, duration, timestamp). Use it to debug and monitor.

Use Share to generate a shareable link or invite users. Recipients can view or run the workflow according to permissions.

Step 6: Clone a Workflow

Use Clone (or “Duplicate”) to create a copy of the workflow. The copy opens in the designer with a new name; edit and save. Useful for variants (e.g. different model or prompt).

Step 7: Delete a Workflow

Use Delete and confirm. The workflow is removed. Run history may be kept or removed depending on app policy.

Input Fields and Actions

Element	What to do
Workflow list	Browse; click to open, or use row actions.
Open / Edit	Open the workflow in the Workflow Designer.
Run	Execute the workflow; provide input if prompted.
Share	Create share link or invite users.
Clone	Duplicate the workflow for editing.
Delete	Remove the workflow (confirm if asked).
Search / filter	Narrow by name, status, or other filters if available.

Tips and Troubleshooting

Workflow not running: Ensure it’s saved and that required nodes are configured; check run logs for errors.
Can’t edit: You need edit permission for that workflow.
Run failed: Check input format and workflow config (e.g. model, tools) in the designer.

Quick Reference

Goal	Action
See all workflows	Open Workflows from Automation.
Edit workflow	Click workflow or Edit → opens Workflow Designer.
Run workflow	Run on the workflow (or use it in Chat as participant).
Copy workflow	Clone → edit the copy in the designer → save.
Share	Share → get link or invite users.

For building and testing workflows, see the Workflow Designer guide. For starting from a pre-built flow, see Templates.