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

# Workflows

> Define specialized agent behaviors for common scenarios like refunds, onboarding, or troubleshooting.

Workflows let you create structured, step-by-step behaviors that the agent follows when handling specific types of requests. Instead of relying solely on the system prompt, workflows give the agent a detailed playbook for each scenario.

## How workflows work

1. You create a workflow in the dashboard with a name, description, and detailed content.
2. The agent sees available workflows as "skills" it can activate.
3. When a user's request matches a workflow, the agent uses the `generate_workflow` tool to follow the defined steps.

## Creating a workflow

<Steps>
  <Step title="Navigate to Workflows">
    Go to **Workflows** in the dashboard sidebar.
  </Step>

  <Step title="Create a new workflow">
    Click **New Workflow** and fill in:

    * **Name** — a short label the agent uses to identify the workflow (max 64 characters)
    * **Description** — when the agent should activate this workflow (max 1024 characters)
    * **Content** — the full step-by-step instructions (max 50K characters)
  </Step>

  <Step title="Test it">
    Open the chat widget and ask a question that should trigger the workflow. The agent will follow the defined steps.
  </Step>
</Steps>

## Example workflows

<AccordionGroup>
  <Accordion title="Refund request" icon="receipt">
    Guide the agent through collecting order details, verifying eligibility, and processing the refund via a custom action.
  </Accordion>

  <Accordion title="Onboarding" icon="user-plus">
    Walk new users through account setup, feature discovery, and initial configuration step by step.
  </Accordion>

  <Accordion title="Troubleshooting" icon="wrench">
    Define a diagnostic flow: collect symptoms, check known issues, escalate if unresolved.
  </Accordion>
</AccordionGroup>

## AI-assisted workflow generation

The dashboard includes an AI assistant that helps you draft workflow content. Describe what you want the workflow to do and the assistant generates the step-by-step instructions for you.

## Limits

| Resource              | Limit             |
| --------------------- | ----------------- |
| Workflows per project | 20                |
| Name length           | 64 characters     |
| Description length    | 1024 characters   |
| Content length        | 50,000 characters |