Visual Workflow Builder in CometAI

Table of Contents

• Introduction
• Key Features
• Common Use Cases
• Accessing Assistant Workflows – The Visual Workflow Builder
• Creating Assistant Workflow Templates
  • Using Visual Builder
  • Using AI Generate 
  • Using Workflow Builder
• Workflow Step Options
• How to Access and Use the Assistant Workflow Templates Created in the Visual Workflow Builder
• Chatting with the Assistant with Workflow Templates Configured

Introduction 

The Visual Workflow Builder allows users to create structured, reusable workflows that guide how an AI assistant performs tasks. Instead of relying on a single prompt, you can design a sequence of steps that the assistant follows to complete complex processes, use tools, interact with APIs, and execute multi-step actions. 

Workflows can be attached to assistants, enabling them to perform tasks in a consistent and predictable manner. The Visual Workflow Builder provides a drag-and-drop interface for creating workflows, while also supporting AI-generated workflow creation for faster setup. Based on the source document, workflows consist of ordered steps, tools, configurable arguments, action segments, and an automatic termination step that completes the workflow.  

Key Features

• Visual Drag-and-Drop Workflow Design – Build workflows using an intuitive visual interface without writing code. 
• Reusable Workflow Templates – Save workflows as templates and reuse them across multiple assistants. 
• AI Workflow Generation – Generate workflow templates automatically from natural language descriptions. 
• Built-in Tools and Integrations – Configure workflows using internal tools, APIs, and available agent tools.  
• Configurable Parameters – Customize how each step behaves through instructions, arguments, and predefined values. 
• Action Segments – Organize related workflow steps into segments that can be enabled or disabled when attached to an assistant. 
• Assistant Integration – Attach workflow templates directly to assistants through the Assistant configuration interface. 
• Consistent Task Execution – Ensure assistants follow the same process every time a workflow runs.  

Common Use Cases

Visual Workflow Builder can be used to create assistants that perform structured processes such as: 

Student Support Workflows

• Route student requests to appropriate resources 
• Collect required information before providing responses 
• Guide students through academic procedures 

IT and Help Desk Automation

• Gather troubleshooting information 
• Perform diagnostic steps in sequence 
• Route requests based on issue type 

Research and Data Collection 

• Analyze uploaded information 
• Perform multiple processing steps 
• Generate summaries and reports 

Administrative Processes 

• Process requests using predefined approval or review steps 
• Collect and validate required information 
• Standardize responses across departments 

Business and Operations Workflows 

• Generate recurring reports 
• Perform multi-step data analysis 
• Coordinate actions across multiple tools and services 

Custom Assistant Automation 

• Create assistants that follow specific organizational procedures 
• Build task-oriented assistants for repetitive workflows 
• Combine multiple tools into a single guided process 

Accessing Assistant Workflows – The Visual Workflow Builder

• Go to the Paintbrush Icon tab on the left sidebar.
• Navigate to Assistant Workflows.

• Click on the Assistant Workflows to open the dashboard.

Creating Assistant Workflow Templates

Using Visual Builder

• On the Create Assistant Workflow Template page, select Visual Builder option.

• You can add steps by clicking on "+ Add Step" and selecting a tool like Think.

• You can configure a built-in tool like Think in the following way.

• Click the Save & Close button at the bottom after you have completed the workflow creation.  
• Saved Workflows are stored under the Workflow Template column on the left.

Using AI Generate

• On the Create Assistant Workflow Template page, select AI Generate option.

• After you are done, click the Save this Workflow button on the bottom to save the workflow.

Using Workflow Builder

• On the Create Assistant Workflow Template page, select Workflow Builder option.

Workflow Step Options

Instructions

Instructions tell the assistant how to perform this step. This is the main guidance for the step (for example: “Analyze the user’s coding problem and restate constraints clearly”). Every step needs instructions; without them, the step cannot be saved properly.

Action Segment

An Action Segment is an optional group name for related steps. Steps that share the same segment name are grouped and color-coded. When you attach the workflow to an assistant, you can enable or disable an entire segment at once - useful for optional paths (for example, “Hints” vs “Full Solution”).

Argument Instructions

Argument Instructions guide how the assistant fills each tool parameter at runtime. They do not hard-code the value; they influence what the assistant chooses (for example, how to format input or what to include). Editing these helps steer argument generation without locking a fixed value.

Argument Values

Argument Values set fixed parameter values that override AI decision-making for that argument. If a value is set, the assistant uses it as-is. If not set, the assistant decides at runtime using the Argument Instructions. Use values for constants you never want to change; use instructions when the assistant should choose dynamically.

Advanced Reasoning

Use Advanced Reasoning is a per-step option that runs that step with a more advanced / thinking-capable model. Turn it on for harder steps (deep analysis, complex coding logic); leave it off for simpler steps to keep responses faster and lighter.

How to Access and Use the Assistant Workflow Templates Created in the Visual Workflow Builder

Attach a template to an assistant (required to “try it”)  

• Go to the Assistants Prompts / area in the left sidebar. 

• Create a new assistant or open an existing one (click the assistant to open). 
• Expand Advanced (near the bottom of the tab).

• Under Base Assistant Workflow Template, pick your saved workflow from the drop-down. 

• A workflow section appears above Advanced where you can:  
  • Enable/disable action segments  
  • Customize step arguments (if allowed)  
  • Confirm the workflow configuration 

• Save the assistant (bottom of the tab). 

Chatting with the Assistant with Workflow Templates Configured

Call the Assistant you just had the workflow configured by using @ from the Chat window or select the Assistant from the Assistants tab on the Left Hand Side menu.