Admin Guide for Building AI Workflows in Assembled

Overview

This guide provides detailed instructions on how to build AI workflows in the Assembled platform, explaining the necessary steps and requirements.

Key Components

• Data Connectors: Learn about the different data connectors available to integrate with Assembled AI.
• MCP Connectors: Overview of Managed Control Plan connectors and their functionalities.

Building Workflows

Steps to Create a Workflow

1. Identify the data sources.
2. Define the workflow objectives.
3. Set up custom API endpoint steps.

Case Enrichment

• FAQ: Common questions regarding case enrichment during workflow automation.

Pre-Build Preparation

• Document all workflows prior to automation for better clarity and efficiency.

Additional Resources

• AI Workflows - Using Custom API Endpoint Steps
• Using Guide Steps in Workflows
• 'Agent Review' for Email Workflows
• Working with API Data Transformation in Workflows
• Workflow Bulk Testing Guide
• Smart Fields in Assembled AI
• Configuring Autosend User and Bot Allowlist Settings
• Smart Fields: Accessing Browser and Page Data