Agents Workflow - Setup

Thunai Agents allow you to design intelligent, fully customizable call flows. Using natural prompts, you can generate automated flow diagrams, map applications, and configure fields to create dynamic, voice-driven workflows.

Key Features

• Flow Generation with Natural Prompts

  Create automated flows by simply describing the process in natural language.

• Visual Flow Diagram

  Each generated flow is represented as a visual diagram with multiple nodes for easy customization.

• Field & Application Mapping

  Collect user information through default or custom fields and connect with external applications.

• Customizable Actions & Conditions

  Define how each node behaves with actions (reply, API calls, app notifications, or call transfers) and conditions (if/else logic).

• Webhook Triggers

  Connect event-based applications via webhook integration to automatically trigger Agent workflows.

• Teams Phone Integration

  Link Microsoft Teams Phone so that when a user calls a Teams number, the configured Agent workflow executes automatically.

Setup Guide

Step 1: Generate a Flow

1. Navigate to Agents in the Thunai app.

2. Click Generate Flow.

   Enter a natural prompt describing your flow.

   • Example:

     “Greet the user. If they ask about the XYZ app, provide details. If they mention the ABC feature, send a Slack notification.”

Step 2: Review the Flow

• A visual diagram will be generated.
• Each node represents a step or action in the workflow.

Step 3: Map Fields & Applications

1. Select a node in the diagram.

   Map required fields:

   • Default Fields – Name, Email, Phone Number.

   • Custom Fields – Define additional attributes based on needs.

     Map applications to trigger actions.

   • Example: Connect Slack so the agent sends a notification when a condition is met.

Step 4: Customize Your Flow

• Actions – Speak replies, trigger APIs, notify apps, call another agent.
• Conditions – Add branching logic for decision-making.
• Field Mapping – Collect and pass user details into apps.

Example Use Cases

1. Support Automation
   • User calls support → Agent greets → Collects issue details → Creates Helpdesk ticket → Sends ticket ID → Notifies support team in Slack.
   • Benefit: Faster resolution and reduced manual effort.
2. Sales Engagement
   • User calls about a product → Agent shares details → Offers meeting slots → Confirms → Schedules in Calendar + updates CRM.
   • Benefit: Automates lead handling and scheduling.
3. Event-Based Triggers
   • A Freshdesk ticket is created → Webhook triggers Agent → Agent calls customer automatically to confirm details.
   • Benefit: Real-time automation between your apps and Thunai.

Summary

Thunai Agents make it easy to:

• Generate and customize flows using natural prompts.
• Integrate with applications like Slack, Calendar, CRM, or Teams Phone.
• Trigger workflows automatically via webhooks or incoming calls.

This enables smarter, scalable, and deeply integrated workflows for your business processes.