Workflow Builder

Procedure Formatting

How to create reusable conversation procedures for names, phone numbers, email addresses, and dates.

Overview

Procedures are reusable conversational subroutines. They standardize common actions across scenarios and prevent repeated instructions.

Use procedures for tasks like gathering a phone number, validating an email address, or confirming a preferred date and time.

Formatting Rules

Use the title format: ## **<Procedure Name>** procedure.

Clearly state when the procedure should be used, what context must be checked first, and what the AI should say in each condition.

Keep procedures generic so they can be invoked from any scenario.

HabitMove Example

## **Reconfirming or Gathering Phone Number** procedure

Before proceeding, check <PreviousConversationSummary>, <UserInformation>, and <Conversation>. Do not use the business phone number.

If the call is on phone and no user number is detected, ask the user to share a phone number and reconfirm it.