Workflow Best Practices

  • Start with Start → Agent → End, then add Router/Loop only when needed.
  • Name workflows by business purpose (Lead Qualification, Appointment Booking).
  • Save before every Run.
  • Keep branches mutually clear; dead ends confuse operators.
  • Use Human Review for high-risk actions.
  • Attach Auditor Agent or auditor workflows to catch quality regressions.
  • Test with realistic sample messages before go-live.