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

# Workflows

> Define and manage the flow of customer journeys using visual orchestration

## Definition

**Workflows** define the overall **flow and orchestration logic** of a customer journey. They connect **PowerLinks**, **Actions**, **Agents** and **Tools** into complete experiences that span from start to finish.

Each Workflow acts as a **visual program**, enabling you to automate complex logic, guide users and handle multiple outcomes using intuitive drag-and-drop blocks.

You build workflows visually using the **Workflow Designer**.

<img src="https://mintcdn.com/agentix-5c0a3d87/nRZdjUb99nMM2ncE/user-guide/images/workflow-studio.png?fit=max&auto=format&n=nRZdjUb99nMM2ncE&q=85&s=b0b04386a591579684d307bfbcc511cd" alt="Workflow Steps" width="1439" height="786" data-path="user-guide/images/workflow-studio.png" />

*A sample workflow with single step.*

## What Workflows Do

Workflows determine:

* ✅ When to trigger each **Action** of specific **PowerLink**
* 🔁 Sequence of data flow between steps
* 🔐 Whether login is required and which type (PIN, OTP, Google)
* 📣 How notifications are sent via WhatsApp, Email or SMS
* 🎯 Completion rules and fallback handling for the journey

You can think of a Workflow as the **orchestration layer** that gives structure, logic and intelligence to your customer experiences.

## Key Configuration

Each Workflow includes:

### 🔐 Login Requirements

You can define whether the customer needs to log in before starting the journey. Supported login methods include:

* PIN Code
* One-Time Password (OTP)
* Google Authentication

You can also configure session timeout, retry limits and lockout duration.

### 📣 Notification Settings

Customize how and when notifications are sent for LaunchPad triggers or login codes via:

* WhatsApp
* SMS
* Email

Each channel can be independently toggled and tailored.

### 🧱 Workflow Studio

Use the drag-and-drop **Studio** to:

* Build your workflow with PowerLinks, actions and conditions
* Define branching logic based on forms, tool results or user input
* Assign AI or human agents to each action
* Visually preview your journey before publishing

<img src="https://mintcdn.com/agentix-5c0a3d87/3fWHT_5u43zyi8Am/user-guide/images/journey-sample.png?fit=max&auto=format&n=3fWHT_5u43zyi8Am&q=85&s=62b4e3cb0a47e4cead4c7dc0292ae1da" alt="Studio Settings and Flow Example" width="770" height="643" data-path="user-guide/images/journey-sample.png" />

## Example Use Cases

<Card title="Onboarding Workflow" horizontal>
  A multi-step flow that asks users to upload ID, verify details and receive approval using both Task and Realtime agents.
</Card>

<Card title="Support Escalation" horizontal>
  A guided workflow that starts with self-service answers, then escalates to live chat if issues aren't resolved.
</Card>

<Card title="Loan Application" horizontal>
  A conditional workflow with eligibility checks, document uploads and AI-based approval logic.
</Card>

## Best Practices

* Break complex journeys into modular **PowerLinks**
* Keep each **Action** focused and purpose-driven
* Use fallback flows for error handling and re-engagement
* Reuse tools and prompts across different workflows
* Analyze job and task performance to improve step logic

***

> 👉 Ready to build? See the [Workflow Designer Guide](/user-guide/workflows/designer)