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Version: V11

Build Workflows

Building workflows in VIDIZMO Agentic AI enables you to automate tasks, integrate AI models, and define the logical steps your agents perform.

A workflow is composed of nodes, where each node represents a specific action or stage in the process. The workflow receives input, processes it through connected nodes, and produces an output that is executed through the agent and can be retrieved directly from the agent’s responses.

This article guides you through the key steps for creating and managing workflows.

Create a Workflow​

You can create workflows directly from the VIDIZMO portal. To access Workflow Designer:

  • Navigate to Portal Settings > Chatbot > Workflow Designer.

  • Open the Workflow Designer page to view existing workflows or create new ones.

Workflow Designer

VIDIZMO provides several ways to create a workflow:

Create a Workflow from Scratch​

  • On the Workflow Designer page, click Add Graph.

  • Start with a blank canvas and build your workflow by adding nodes, configuring their settings, and connecting them to define the flow.

Canvas

Duplicate an Existing Workflow Template​

  • Locate the workflow template you want to use.

  • Hover over the template and select Clone.

  • The duplicated workflow can then be edited and customized in the Workflow Designer to meet your requirements.

Duplicate an Existing Template

Note: Workflow templates are pre-built and available by default in the VIDIZMO portal. They are designed for common use cases and can be duplicated to serve as a starting point for creating custom workflows.

Import a Workflow​

  • Use the JSON editor available in the Workflow Designer to import workflows.

  • Copy and paste the JSON code into the editor.

Imported workflows are immediately available in the designer for editing and execution. The import functionality using JSON code works exclusively within the VIDIZMO environment and is supported only for transferring workflows between VIDIZMO portals.

Import a Workflow

Note: Use the Export feature to generate the workflow as JSON. The JSON code can be copied and imported into another workflow, but this functionality works only within VIDIZMO portals.

Add Nodes​

Workflows in VIDIZMO Agentic AI are constructed by adding, configuring, and connecting nodes on the canvas. Each node performs a specific task, such as receiving user input or processing data.

Add Nodes

Adding Nodes to a Workflow​

  1. Open the Node Library in the Workflow Designer.

  2. Browse or search for the desired node. Nodes are categorized by function, such as Triggers, Data, Logic, AI, and Integration.

  3. Drag and drop the node onto the canvas, or click the + icon to add it directly.

  4. Repeat as needed to include all nodes required for your workflow.

Configuring Nodes​

Each node has settings that define its behavior. Some settings are common to all nodes, such as name, description, and input/output mapping. Other settings are specific to the node type, for example:User Prompt Node, captures input from the user.

Tip: The Node Configuration Panel opens automatically when a node is added. Required parameters are marked with *, while optional parameters can be set as needed.

Connecting Nodes​

Nodes are connected via edges (lines) that define the flow of data.

  1. Click the output connector (●) on the source node.

  2. Drag the line to the input connector on the target node.

  3. Release to create the connection.

Edges enforce data type compatibility, ensuring outputs from one node can be correctly processed by another. Some nodes support multiple outputs, allowing branching logic or parallel processing of array items.

For detailed information about node types, connector types, and underlying behavior, see Nodes.

Run a Workflow​

When a workflow runs, VIDIZMO generates graph based on the nodes and connections you designed. Each node is executed in sequence according to its dependencies, ensuring that required inputs are available before the node runs.

The output of a node is passed automatically to any downstream nodes that depend on it, and this continues until all connected paths have completed. This structured execution model ensures predictable results and supports complex branching, decision-making, and data-processing tasks across your workflow.

Configure the Workflow in an Agent​

After creating and saving a workflow in the Workflow Designer, the next step is to configure it within an agent. Agents control how workflow runs, including the context provided during execution. Once a workflow is assigned to an agent, it becomes part of the agent’s behavior.

For more details about how agents operate, refer to the Agents documentation.

Test the Workflow in the AI Chatbot​

Once the workflow is configured in an agent, you can test it using the AI Chatbot. The chatbot provides an interactive environment where you can validate logic, confirm outputs, and review how the workflow behaves with different inputs. This helps you quickly iterate and refine your workflow without returning to the designer for every small adjustment.

Open the AI Chatbot

  1. Select the AI Chatbot icon from the VIDIZMO header.

  2. The chatbot loads with your active agent.

AI Chatbot

Make sure your workflow includes a Trigger node, then enter a prompt to initiate the workflow. As the workflow runs, observe how each step executes, how data flows between nodes, and how the agent uses tools or memories to generate responses.

Manage Workflows​

VIDIZMO workflows can be managed directly from the portal, allowing you to control which workflows are active, edit existing workflows, and maintain reusable configurations.

Manage Workflows

Activate / Inactive​

Toggle the Active / Inactive switch to enable or disable the workflow.

  • Active: The workflow runs automatically as part of the configured agent.

  • Inactive: The workflow is dormant and does not affect the agent.

Clone / Edit / Delete​

  1. Clone a Workflow:

  • Hover over the workflow and select Clone.

  • Modify the duplicated workflow in the Workflow Designer to create a new version.

  1. Edit a Workflow:

  • Opens the workflow in the Workflow Designer.

  • Update nodes, logic, or settings as needed.

  • Save changes to apply them to the agent configuration.

  1. Delete a Workflow:

  • Hover over the workflow and select Delete.

  • Confirm deletion.

  • Deleted workflows are removed from the portal and cannot be recovered unless previously exported.

Next Steps​

To continue refining your workflows, explore workflow templates, test workflows in the AI Chatbot, and refer to the Nodes Overview for detailed node configuration and capabilities.

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