- Step1: Sign up for a WorkflowAI account on the web portal.
- Step2: Create a new workspace and name your AI agent project.
- Step3: Use the drag-and-drop workflow builder to define tasks and decision points.
- Step4: Integrate preferred AI models and third-party apps via pre-built connectors.
- Step5: Configure triggers (webhooks, schedules, or events) to start workflows.
- Step6: Test the workflow in sandbox mode and adjust parameters.
- Step7: Deploy the AI agent and monitor execution via the analytics dashboard.