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Open an agent and select Workflow. This canvas is the call lifecycle around the prompt or conversation flow. It is labeled Agent workflow. Use Agent to edit instructions or the visual flow. Use Workflow to attach what happens before, during, and after the call.

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Lifecycle

The canvas always shows this order:
  1. Call incoming / outgoing
  2. Pre-call integrations — prepare context before the conversation.
  3. Call started
  4. Knowledge bases — give the agent knowledge to answer questions.
  5. Agent — in-call integrations and system tools.
  6. Call ended
  7. Data extraction — extract structured data from the conversation.
  8. Post-call integrations — send results to connected services.
Dotted nodes sit beside that path:

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Attach knowledge bases

The Knowledge bases card lists collections on this agent.
1

Create a ready collection

In Knowledge Base, add sources and wait until the collection status is Ready. An agent can only use a ready knowledge base.
2

Attach

On Workflow, select Attach. You can attach up to three knowledge bases per agent.
3

Add another

Select Attach another until you reach three. Attach another is disabled at the limit.
Dimmed collections are still processing, empty, or failed. See Knowledge bases.

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Pre-call integrations

Pre-call integrations run before the agent speaks. Use them to look up the caller, load account context, or reject work you should not take. Select Add integration. HTTP functions and pre-call APIs can run with execution timing before the call. Keep tokens in secrets. Empty state: No integrations added.

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In-call configuration

Select Open on the Agent card to return to the builder, or configure tools on the card. Disabled tools show Disabled. Edit or remove a row from the card. See Actions and tools.

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Data extraction

Data extraction stores structured fields after the call. This is separate from an Extract node inside a conversation flow.
1

Add extraction

Select Add extraction.
2

Choose the event

On call ended or On call transferred.
3

Define the fields

Name each field and describe what to capture. These values can feed post-call integrations and event-to-call workflows.
Empty state: No extraction rules configured.

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Webhooks

Webhooks send call events to your endpoints. Select Add webhook. Event groups: Headers can be a literal (Const), a variable, or a secret. Do not generate header values with the model. Use Send test event to verify delivery before you publish. Empty state: No webhooks configured.

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Post-call integrations

Post-call integrations run after Call ended. Use them to write the outcome to a CRM, notify Slack, or call your own HTTP endpoint. Select Add integration and set execution timing to after the call.

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Save and publish

Workflow changes save with the agent draft. Wait for pending saves, preview, then Publish. A superseded version is read-only on this canvas.