Mindset AI

Build

AI Workflow Builder

Create structured workflows for onboarding, compliance, approvals, and coaching. Design the process, ship in minutes.

Build agent-led user journeys for specific tasks

Some user problems need agents to follow a specific process, not just answer questions. Build AI workflows for onboarding, compliance checks, coaching sessions, and approval routing. Design how the agent guides users through each step. Publish instantly.

Agentic workflow step types

Attach tools to unlock new abilities at each step. With tools, you give AI agents specialised capabilities to control what each step actually does — what the agent asks, searches, or generates, and what users see. From fulfilling goals to RAG searches, LLM calls, and print steps — control the journey from simple responses to complex multi-step automation.

Variables

Use variables to pass context between steps. Capture the user's goal in step 1, carry it into the search in step 2, and use it to shape the recommendation in step 3. Define what persists so each step builds on relevant context.

Publish to chat

Publish AI workflows to browsable menus and welcome cards in agent chat. Users see available actions — "Generate contract summary," "Run financial analysis" — and trigger them instantly.

Preview

Test the complete user experience in real-time. See which step is executing, validate AI agent responses in context, and ensure smooth flow from intent to outcome. Verify that the entire journey works as designed before going live.