Workflow Builder

Scenario Formatting

How to write numbered conversation flows for the AI Voice assistant.

Overview

Scenarios are structured conversation flows. Each scenario should have a clear purpose and numbered steps that tell the AI Employee exactly what to do.

Scenarios should be specific enough to guide the call but flexible enough to handle natural conversation.

Formatting Rules

Use the title format: ## Scenario X: "Scenario Name".

Number steps to match the scenario number. Scenario 3 uses Step 3.1, Step 3.2, Step 3.3, and so on.

Use CRITICAL STEP only where the AI must not skip, paraphrase, or move ahead early.

HabitMove Example

## Scenario 3: "Appointment Setting via Calendar Invite"

### **Step 3.1:** Gather or reconfirm the user's phone number.

### **Step 3.2:** Gather the user's email address if it is not known.

### **Step 3.3:** Confirm the preferred appointment date and time.