Build and Review the Conversation Flow.
Connect response, input, routing and action steps on a visual canvas. Review the saved workflow and test the paths your customers will use.
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Visual
Workflow canvas
Steps
Responses and actions
Draft
Review before publishing
Preview
Conversation testing
A conversation needs a clear next step.
A useful Agent may need to ask a question, use an answer, choose a route and call a configured service. A visible workflow helps the owner inspect those choices and test what happens when information is missing.
Why teams choose LoopReply for Workflow Builder
Conversation Building Blocks
Configure response messages, AI responses, input collection, intent routing, conditions, API calls and other available steps. Choose the steps needed for your particular task.
Visual Canvas
Add and connect workflow nodes, organize the conversation path, and inspect the configuration of each step.
Draft Preview and Testing
Preview draft instructions, appearance and workflow before publishing. Knowledge sources and model-context settings are live. Connected API or integration actions can affect external systems even during preview, so use appropriate test connections and records.
Draft, Published State and Changes
Studio shows the stored draft and published states plus saved Architect changes. The history records edits; it does not provide restorable historical snapshots.
Targeted Workflow Edits
Ask Architect Studio to update the text or label of an existing step. Review the saved change and restart your test of the affected conversation path.
Configured API Actions
Use an API-call step when the workflow needs an external service. Configure the endpoint, credentials and customer authorization checks required for the specific operation.
Workflow Builder in 5 simple steps
Open Your Agent Workflow
Choose the Agent, open its workflow, and review the current steps before changing the conversation.
Add or Edit a Step
Select a step for the response, question, route or action you need. You can also request a targeted change through Architect Studio.
Connect the Path
Define where the conversation goes next. Include a useful path for missing information or a failed configured action.
Configure and Check
Review each step's instructions, variables and integration details. Check which saved settings are draft and which affect the live Agent.
Test and Publish the Draft
Test the affected paths, then publish the draft instructions, appearance and workflow. Verify the intended customer experience after publishing.
What to check before you choose
| Feature | LoopReply | What to verify |
|---|---|---|
| Visual editing | Connected workflow nodes | Inspect a complete customer journey |
| Targeted changes | Architect can edit an existing step | Check whether unrelated steps remain intact |
| Routing | Intent and condition steps | Test matching, ambiguous and unmatched requests |
| External actions | Configured API and integration steps | Verify permissions, failures and preview side effects |
| Draft behavior | Instructions, appearance and workflow | Identify exact draft and live fields |
| Versions | Stored states and saved change records | Ask whether history is actually restorable |
| Knowledge | Processed sources available to the Agent | Check readiness and the source used for an answer |
Use these checks in any workflow product you evaluate. They describe what to demonstrate rather than making unsupported claims about competing platforms.
Who uses Workflow Builder?
Lead Qualification
Ask relevant questions, store the answers in conversation variables, and route the inquiry according to your configured criteria.
Support Triage
Guide a customer through the information needed for a request and provide a configured handoff path when your team should continue.
Connected Lookups
Call a configured API for an authorized lookup. Verify customer identity and handle an unavailable or missing record explicitly.
Onboarding Questions
Present a sequence of questions and explanations that helps a visitor understand the next step in your service.
Common questions about Workflow Builder
The canvas supports visual editing of conversation steps. External API integrations can still require technical setup, credentials and authorization logic. Start with a limited workflow you can inspect and test.
The editor includes messages, AI responses, intent routing, input collection, quick replies, API calls, conditions, variables, delays, cards and forms. Available connected actions depend on the services you configure.
Yes. Preview draft instructions, appearance and workflow. Knowledge sources and model-context settings are live, and connected actions may affect external services, so use suitable test connections and data.
No. Instructions, appearance and workflow are drafts until publishing. Knowledge sources and model-context personality traits, response style or language are live settings. Check the exact changed field.
Versions shows stored draft and published states plus saved Architect changes. It is not a library of restorable historical snapshots. Keep a record of important behavior and retest the affected paths after edits.
Set it up with these guides
- Review Architect Studio Changes Before Publishing
Follow a welcome-message example in LoopReply Architect Studio. Inspect Settings, Workflow, and Versions, test your draft, and see which changes are live.
- Lead Qualification Chatbots: An Intake Design Guide
Plan a focused inquiry chatbot with business-need, timeline, and contact questions, plus clear and honest expectations for follow-up.
Ready to get started?
Try Workflow Builder free. No credit card required.
Free plan includes 1 AI Agent, 500 messages per month, visual workflow builder, and knowledge base. Pro starts at $49/month.