Add Guided Workflows in Agent Copilot
Updated
Guided workflows simulate interactive steps and can be used to enhance your Copilot's task performance. Once indexed, the copilot will fetch the most relevant GW as an answer for the query asked by the user. The user can then click on the “Execute Workflow” button to execute the GW as they normally do.
Best practices: Ensure that a proper description is added to your indexed GW. A proper description includes the purpose and scenario when GW is used.
Follow these steps to add guided workflows:
1. Click the Configure button in the Guided Workflow section.
2. Click the Add Guided Workflows button.
3. On the Choose Guided Workflows screen, configure the following:
Enable Auto Sync: Toggle this setting to keep workflows up to date. Enter the desired sync frequency.
Guided Workflow Filters:
Filter by Tags or Folders.
Click Add Condition to use multiple filters. Combine them using AND/OR logic based on your use case.
4. Click Save to finalize the configuration.