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

# Workflow Designer

> Build, test, publish, and update a chat or voice conversation plan

The **Workflow Designer** is the full-screen canvas where you build the conversation plan for an AI Agent. A workflow tells the AI Agent what to say, what information to collect, and which actions it can take.

## Create or open a workflow

Open **Build → Workflows**, then choose **Create Workflow** or open an existing workflow. Choose **Chat** for text conversations or **Voice** for calls. The designer opens after you create the workflow.

## Build the conversation

Use the canvas to connect steps from the beginning of a conversation to the end:

* **Start** begins the conversation.
* **Agent** lets the AI Agent speak with the customer and use instructions, knowledge, and tools.
* **Supervisor** helps route work between parts of a larger flow.
* **Task** handles one focused job.
* **Task Group** keeps related tasks together.
* **Transfer** sends the conversation to a person or another destination.
* **End** finishes the conversation.

For details about each step, see [Workflow nodes](/docs/build/workflows) and the node guides below it.

## Configure the AI Agent

Select a node to open its settings. Depending on the node, you can add instructions, choose a model or voice, connect knowledge, enable tools, and set the next step. Keep instructions focused on what the node needs to do.

## Save and publish

Save the workflow while you work. When it is ready, publish it before connecting it to a channel, inbound, or campaign. A channel uses the published version; later edits do not reach customers until you publish the new version.

## Test the result

Use [Playground](/docs/build/playground) to send messages or start a test call. Check normal questions, missing information, tool actions, and handover paths before going live.

<Warning>
  Changing a published workflow can change live conversations. Test the new version before publishing it to a channel or phone number used by customers.
</Warning>