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Workflow Builder

The workflow builder is a visual canvas where you create automations by connecting nodes. Each workflow starts with a trigger (like an inbound message), flows through logic and AI nodes, and ends with actions (sending messages, handing off to agents, or setting data). The builder uses a drag-and-drop interface — no code required.

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Prerequisites

• A Tedro workspace with Admin role
• At least one connected channel (for testing workflows)

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Canvas Layout

The workflow builder has four main areas:

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Building a Workflow

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Draft vs Published

Workflows have two states:

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Publishing a Workflow

Click Publish in the top bar. The builder runs validation checks before publishing (see below). If validation passes, the current draft becomes the active published version.

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Validation Rules

The builder validates your workflow before allowing publication. All of the following must be true: If validation fails, the builder highlights the problematic nodes with error indicators and displays a message explaining what needs to be fixed.

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Preview and Testing

Use the Preview button in the top bar to test your draft without publishing. The preview runs the workflow with simulated data so you can verify the logic before going live. You can also use the trigger.manual_test node during development for quick iteration.

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What’s Next