Start workflow

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 This tool is currently in Alpha and has been released for early access and feedback
It may include incomplete features, limited functionality, or be subject to change. Alpha tools are intended for evaluation and validation  purposes only and should only be be used in non-production environments.


The Start Workflow tool allows a ReadiAI Agent to initiate an existing workflow within ReadiNow. This tool is useful when you want the agent to trigger automated processes based on user actions or conversation context.

Adding the tool to an Agent

To add the Start Workflow tool to a ReadiAI Agent:

  1. Open the Agent Builder.
  2. From the left-hand menu, navigate to the Tools section.
  3. Click Add Tool.
  4. Select and click Start Workflow from the list of available tool types. The Configure Start Workflow Tool dialog will appear.

Configuring the Tool

Follow these steps to complete the configuration:>

  1. Select Workflow: Choose the workflow that you want the agent to start from the list of available workflows.
  2. Click Save to finish adding the tool.

Considerations

When using the Start Workflow tool, keep the following in mind:

  • Workflow inputs
    If the selected workflow requires input parameters, the agent will attempt to provide these based on the conversation context. Make sure your agent instructions clearly state how and when these inputs should be collected from the user.

  • Respect access permissions
    The tool operates under the permissions of the user running the agent. If the user does not have permission to start the selected workflow, the action will fail.

  • Context dependency
    If your workflow relies on object context (e.g., a specific record), ensure the agent has that context before triggering the workflow. Without it, the workflow may fail or produce incomplete results.

  • No persistent memory
    The tool only triggers the workflow for the current request. It does not store or reuse workflow state in future conversations.

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