Documentation Index
Fetch the complete documentation index at: https://docs.neuraltalk.ai/llms.txt
Use this file to discover all available pages before exploring further.
Workflow Overview
Workflows allow you to automate complex processes and create structured conversation flows that guide users through specific tasks or procedures.Workflow Types
Linear Workflows
- Step-by-step processes with clear progression
- Conditional branching based on user responses
- Data collection at each step
- Validation and error handling
Decision Trees
- Multiple choice questions and responses
- Dynamic routing based on user selections
- Conditional logic for different paths
- Loop back to previous steps when needed
Integration Workflows
- Connect multiple tools and services
- Automate data transfer between systems
- Trigger external actions based on conversations
- Sync information across platforms
Creating Workflows
Step 1: Plan Your Workflow
- Define the goal and desired outcome
- Map out the steps and decision points
- Identify data to be collected
- Plan error handling and fallbacks
Step 2: Build the Workflow
- Use the visual editor to create flow
- Add decision points and conditions
- Configure data collection fields
- Set up integrations and tools
Step 3: Test and Deploy
- Test with sample data and scenarios
- Validate all paths and outcomes
- Deploy to production environment
- Monitor performance and usage
Workflow Examples
Customer Onboarding
- Welcome message and introduction
- Collect basic information (name, company, role)
- Assess needs and requirements
- Provide relevant resources and next steps
- Schedule follow-up or demo
Support Ticket Creation
- Identify the issue type and category
- Collect detailed information about the problem
- Check knowledge base for solutions
- Create support ticket if needed
- Provide ticket number and next steps
Lead Qualification
- Assess company size and industry
- Identify decision makers and timeline
- Understand current solutions and pain points
- Score and categorize the lead
- Route to appropriate sales team member
Best Practices
Design Principles
- Keep it simple and easy to follow
- Provide clear instructions at each step
- Include help and support options
- Test thoroughly before deployment
User Experience
- Make it conversational and natural
- Allow users to go back and modify answers
- Provide progress indicators and status updates
- Handle errors gracefully with helpful messages