Give each digital worker a role. Give each action a path.
A digital worker has a defined job, the information it can use, and boundaries for when a person takes over. A workflow connects the next steps so a useful answer can become useful work.
- Define
Give the worker a job
The agent editor brings its prompt, channels, model, greeting, guardrails, tools, and approved knowledge into one workspace.
- Test
See the behavior first
Use the simulator and runs to review a conversation and inspect what the agent would prepare before wider use.
- Route
Connect the follow-through
The visual workflow canvas can combine a trigger, classification, and a configured task or handoff, with staff ownership of the outcome.
Give every digital worker a job.
Give every job a path.
Build an agent around its role, approved knowledge, tools, and guardrails. Then connect it to a visual workflow that makes the next step visible to your team.
Shape how the agent works.
Configure its prompt, channels, tools, and handoff. Test the conversation in the simulator before you put it to work.
Whiteglove Assistant is warm, direct, and helpful. It guides visitors toward a useful next step and knows when a person should take over.
Goal- ✓Understand the visitor’s question and the service they need.
- ✓Use approved information to answer clearly.
- ✓Prepare a service inquiry or handoff with context.
Stay within the approved knowledge and configured actions. Ask for staff review when the request needs a decision.
- search_knowledgebaseFind an answer in approved resources
- create_taskPrepare a follow-up for a teammate
- follow_up_laterSchedule a follow-up when configured
Choose the tools and connected services before launch.
Can SI answer after-hours calls and pass the details to our team?
Yes. An agent can use approved answers and prepare a handoff. Would you like a guided demo?
Yes, please.
I’ll prepare this request for the team to review.
- TopicSI voice & chat
- SourceWebsite
- Next stepStaff review
- 01Write the prompt
Set a role, tone, goals, and guardrails in the same prompt-centered workspace used by the app.
- 02Enable the tools
Choose built-in tools and connected services. A tool is available only when your team enables and configures it.
- 03Test in the simulator
See what the agent prepares and where a person takes over.
Show the work behind every answer.
Map the trigger, decisions, and staff action on a visual canvas. Follow the path from a request to a prepared task.
- TriggerWorkflow trigger configuration
FLOW 1 · Website studio inquiry · Form submitted · Draft configuration
- ClassifierClassify and categorize data
- Extract Dynamic VariablesStore useful details in variables
FLOW 1 · Website studio inquiry · Form submitted → Classifier · Draft configuration
- Create TaskTasks with due dates, assignments, and contact associations
- Set AssigneeAssign work from a configured team pool
FLOW 1 · Website studio inquiry · Form submitted → Classifier → Create Task · Draft configuration
- 01Start with a trigger
Start on the app’s dotted workflow canvas with a form-submission trigger.
- 02Classify the request
Choose Classifier from the app’s SI blocks to identify a demo inquiry.
- 03Give the team a task
Choose Create Task from CRM blocks so the team can review the request.
The experience carries the context.
The example follows a demo inquiry from a form trigger to classification and a task for staff review. The workflow is configured and reviewed before any live request can run.
See workflows in actionBuild the right version for your work.
We’ll map your existing tools, choose the experiences that matter, and help your team put them to use.
Book a guided demo