Skip to main content

​
Before your first case

1

Review queues

Confirm standard is the default and escalated exists; add queues your flows will route to. Review queues
2

Decline reasons and tags

Give analysts the vocabulary they will pick from. Decline reasons and tags
3

Communication

Pick the webhook that delivers information requests and create the templates. Communication
4

AI provider (optional)

Add your Anthropic key if AI nodes should bill to your account. AI provider
5

Data sources

Connect the providers your flows call. Data Sources
6

Webhook endpoints

Create the endpoints that receive decisions and keep the secrets. Webhooks
7

API keys

Create the keys your systems submit cases with. API keys
8

Decision flows

Build, validate and activate. Workflow builder
9

Roles and team

Create the analyst, senior-analyst and engineer roles and invite people. Team and roles

​
Verify with a test case

Submit a case from the builder with Execute for real, or with the API. It should appear in the Decision Queue, an analyst should be able to claim and decide it, and the decision should appear in Webhook Delivery History. One transfer, three desks walks the whole path.