Create your 1st workflow

Create a simple workflow in a few minutes.

In this guide, you will:

• Create a workflow

• Add your first action

• Test the result

If you still need a local project, start with Installation.

What a workflow is

A workflow defines how Hexabot starts and what it does next.

You can use workflows for:

• Conversations with users

• Manual tasks started on demand

• Scheduled automations

Each workflow is made of steps. Each step uses an action to send messages, trigger an AI agent to call tools, or update data.

Create your first workflow

1

Open Workflow Builder

Start your local project with npm run dev or hexabot dev.

Open http://localhost:3000.

Sign in with the email and password you created with the Hexabot CLI.

Open Workflow Builder.

Click Create Workflow.

Name the workflow Hello World.

2

Add a message step

Click the plus icon button and select Step.

From the action list, select Send text message.

Set the Text to:

Copy

Hello World!

Click Save.

This adds a new step to the workflow.

3

Save and test

Use the chat widget to test the workflow.

You should receive:

Copy

Hello World!

How to think about it

Your first workflow only needs two parts:

• Step — what the workflow does

• Action — the capability used by a step

That same pattern scales to more advanced use cases.

You can add:

• More steps

• Conditions, loops and branching

• AI agents and memory

• Reusable bindings

Optional: view the YAML

Open the YAML editor to see the workflow definition.

You do not need to write YAML to get started. It becomes useful as workflows grow.

What’s next

• Review the platform overview in Overview

• Learn the editor basics in Using the Workflow Editor

• Explore workflows across channels, actions, bindings, and memory