Step: AI agent

4 steps± 3 minVideoVerified 22 Oct 2026

Step 1 · Open your development environment
Step 2 · Create a workflow with a new customer
Step 3 · Add the step AI agent
Step 4 · Align, save and run

With the step AI agent a workflow hands one well-defined task to a published agent: write an e-mail, assess a message, make a summary. The agent works within its own guard rails and budget, and the workflow gets its answer back to carry on with. You choose which version the step uses and what the agent gets to see.

Watch the whole guide as a video4 steps in one film

Step 1 / 4

Open your development environment

In the portal, under Environments, click Development, and there Open. Flow opens in a new tab and you are signed in straight away.

Click Development

Open your development environment · Click Development

Click Open ↗

Open your development environment · Click Open ↗

Step 2 / 4

Create a workflow with a new customer

Create a new workflow and put a new customer in the trigger's sample data. In real life it comes, for example, from a sign-up form or your CRM.

Click Add to General

Create a workflow with a new customer · Click Add to General

Click New workflow

Create a workflow with a new customer · Click New workflow

In Workflow name, type Welcome a new customer

Create a workflow with a new customer · In Workflow name, type Welcome a new customer

Click the trigger

Create a workflow with a new customer · Click the trigger

Click Code

Create a workflow with a new customer · Click Code

In Sample data, type `{

Create a workflow with a new customer · In Sample data, type `{; ; ; ;

Step 3 / 4

Add the step AI agent

Choose the agent. Only published agents can carry out a step. Under Version choose Always the active version, or pin the step to one version so a new publication does not change it. The card below tells what the agent does and what it needs.

Click Add node

Click AI agent

In Agent, choose Welcome writer · v1

Add the step AI agent · In Agent, choose Welcome writer · v1

Add the step AI agent · The card saying what the agent does.

Click the dot of ‘Event trigger’

Add the step AI agent · Click the dot of ‘Event trigger’

Click the dot of ‘Welcome writer’

Add the step AI agent · Click the dot of ‘Welcome writer’

Step 4 / 4

Align, save and run

Align the steps, save and run. The agent gets the customer's data, writes the e-mail, and the workflow stores its answer under mail: the outcome, the answer itself and the reasons. Under Data after the run, tab Code, you read the e-mail; a next step can send it as {{mail.answer}}.