Getting Started With AI
Use the AI Assistant and AI Agent blocks while keeping workflow changes reviewable.
Two AI areas
- AI Assistant helps design workflows in the visual editor and can propose block or connection changes.
- AI Agent block runs inside a published workflow as one runtime execution step.
AI Assistant
The Assistant belongs to the designer experience. Use it to create a first workflow draft, add missing branches, explain a graph, review required fields or prepare a workflow for publishing. It can use Boilerplate AI or a user/team AI integration. Team-owned drafts can use team-owned AI integrations; private member AI integrations are not exposed to team drafts.
Assistant changes should be reviewed like normal editor changes. Check every created block, selected integration, secret reference and edge before saving and publishing.
AI Agent block
The AI Agent block is a workflow block. Use it when the running workflow needs to classify input, summarize text, extract fields, generate a response, decide a route or prepare structured JSON for later blocks. A typical AI Agent configuration includes prompt, optional system prompt, AI source or model, response format/schema, temperature or token limits, timeout and optional memory settings.
AI Agent is visible with process/data blocks. It runs only when workflow execution reaches that block. If memory is enabled, provide a stable conversation ID expression such as {{input.ai_context.conversation_id}} so Builders can load the right project conversation history.