🔄Workflow Management
Complete guide to creating, executing, and monitoring multi-agent workflows
Orchestrate complex automation with intelligent multi-agent workflows
📖 Table of Contents
Overview
What is Workflow Management?
Workflows are coordinated sequences of agents working together to accomplish complex tasks. Think of workflows as projects where multiple AI agents collaborate like a team.
Access: Navigate to Workflows from the main sidebar

What Can You Do Here?
✅ Create workflows with multiple coordinated agents
✅ Monitor execution in real-time with live progress
✅ Use templates for common automation patterns
✅ Track history of all workflow executions
✅ Optimize performance with detailed monitoring
✅ Watch live with the Execution Theater
Page Layout
The Workflows page has 5 main tabs:
▶️ Active - Currently running workflows
📋 Templates - Reusable workflow patterns
🕐 History - Past workflow executions
📊 Monitoring - Real-time performance metrics
🎬 Live - Execution Theater (immersive view)
Quick Start
Running Your First Workflow (5 Minutes)
Goal: Execute a pre-built workflow template
Steps:
Go to Templates tab
Find "Code Review Workflow" template
Click "Use Template"
Enter workflow details:
Name: "Review PR #123"
Context: Add your repository info
Click "Create & Execute"
Switch to Live tab to watch execution
⏱️ Time: 5 minutes 🎯 Result: Workflow completes with results
Active Tab
Overview
Shows all currently running or pending workflows.
💡 Tooltip: "Monitor active workflows with real-time progress updates"

Statistics Cards
🔄 Active Workflows 💡 Tooltip: "Workflows currently executing. Includes running and queued workflows."
Count of active + queued workflows
Changes from previous period
Example: "3 workflows"
✅ Completed Today 💡 Tooltip: "Successfully completed workflows in the last 24 hours"
Today's completion count
Success rate percentage
Example: "12 completed"
⏱️ Avg Duration 💡 Tooltip: "Average time from start to completion. Helps estimate new workflows."
Average execution time
Trend indicator
Example: "5m 23s"
🤖 Agent Utilization 💡 Tooltip: "Percentage of agents currently working on workflows. Higher = busier system."
Active agents / Total agents
Utilization percentage
Example: "67%"

Workflow Cards
Each active workflow shows:
Header:
Workflow Name
Status Badge:
🔵 Running (blue)
🟡 Queued (yellow)
🟢 Completing (green)
🔴 Error (red)
Elapsed Time: Time since start
Progress Indicator:
💡 Tooltip: "Visual progress through workflow stages. Each segment represents a task or agent."
Progress bar with percentage
Current stage highlighted
Estimated time remaining
Agents Involved:
Icons/avatars of participating agents
Agent status indicators
Current agent highlighted

Live Metrics:
Subtasks: Completed / Total
Quality: Current quality score
Tokens: Tokens used so far
Cost: Estimated cost
Action Buttons:
👁️ Watch: Open in Execution Theater
⏸️ Pause: Temporarily halt execution
⏹️ Stop: Cancel workflow
📄 View Details: Open detailed modal
Quick Actions
Create Workflow: Opens Create Workflow Modal
Refresh: Reload active workflows (auto-refreshes every 5s)
Filter: Filter by status, agent, or tags
Templates Tab
Overview
Browse and use pre-built workflow templates for common automation patterns.
💡 Tooltip: "Templates are proven workflow patterns. One-click creation with your custom settings."

Template Categories
🔒 Security & Compliance:
Security Audit Workflow
Compliance Check Workflow
Vulnerability Scan Workflow
💻 Development:
Code Review Workflow
PR Analysis Workflow
Documentation Generation Workflow
📊 Data & Analytics:
Data Analysis Workflow
Report Generation Workflow
Insight Discovery Workflow
🚀 DevOps:
Deployment Workflow
Infrastructure Audit Workflow
Performance Testing Workflow

Template Cards
Each template shows:
Template Information:
Name: Template identifier
Category Badge: Color-coded category
Description: What the workflow does
Usage Count: How many times used
Success Rate: Historical success %
Avg Duration: Typical execution time
Avg Cost: Typical cost

Agent Pattern:
Shows the sequence of agents:
💡 Tooltip: "Agent execution order. Arrows indicate sequential execution, parallel shown side-by-side."
Performance Stats:
⏱️ 4m 5s avg execution time
💰 $0.12 avg cost
🎯 23 uses historical
⭐ 95.7% success rate
Actions:
Use Template: Create workflow from this template
Preview: View template details
Customize: Modify before creation
Using a Template
Steps:
Click "Use Template" on desired template
Workflow Name: Enter custom name
Description (optional): Describe this instance
Context: Provide task-specific information
Customize Agents (optional):
Add extra agents
Remove agents
Change agent order
Click "Create Workflow"
⏱️ Time: 2 minutes 🎯 Result: Workflow created and ready to execute
History Tab
Overview
View all past workflow executions with detailed results.
💡 Tooltip: "Complete execution history. Review past workflows, analyze patterns, learn from failures."

History Filters
Time Range 💡 Tooltip: "Filter by execution date. Narrow down to find specific workflows."
Last 24 hours
Last 7 days
Last 30 days
Last 90 days
Custom range
Status Filter 💡 Tooltip: "Filter by execution outcome"
All: Show everything
✅ Completed: Successful executions
❌ Failed: Failed executions
⏸️ Paused: Manually paused
⏹️ Cancelled: Manually stopped
Agent Filter 💡 Tooltip: "Show only workflows that used specific agents"
Select agent from dropdown
Shows all workflows involving that agent
Search:
Search by workflow name
Search by description
Search by tags

Execution Records
Each history entry shows:
Execution Summary Card:
Workflow Name: Original workflow name
Status Badge: Final status with color
Execution ID: Unique identifier
Started: Start timestamp
Duration: Total execution time
Quality Score: Overall quality (0.0-1.0)
Cost: Total cost for execution

Agents Involved:
Icons of all participating agents
Agent status during execution
Time each agent was active
Results Summary:
Subtasks completed
Success rate
Issues encountered
Output artifacts
Actions:
📄 View Results: See detailed execution results
🔄 Re-run: Execute same workflow again
📊 Compare: Compare with other executions
💾 Export: Download execution data
Execution Details
Click on any execution to see full details:
Detailed Results Modal:
💡 Tooltip: "Complete breakdown of workflow execution with all agent outputs"
Shows:
Timeline: Visual timeline of execution
Agent Outputs: Results from each agent
Quality Scores: Breakdown by subtask
Resource Usage: Tokens and costs
Logs: Complete execution logs
Artifacts: Generated files/outputs

Monitoring Tab
Overview
Real-time monitoring of workflow internals - memory, RAG, tools.
💡 Tooltip: "Advanced monitoring of workflow execution internals. See how context engineering and tools are being used."

Sub-Tabs
The Monitoring tab has 3 sub-tabs:
1. Memory
What it shows:
Memory items created during execution
Working memory state
Memory consolidation events
Cross-agent memory sharing
Memory Activity Feed 💡 Tooltip: "Real-time stream of memory operations during workflow execution"
Each entry shows:
Timestamp: When memory was stored/retrieved
Agent: Which agent accessed memory
Operation: Store, Retrieve, Update, Delete
Memory Type: Experience, Knowledge, Skill, Tool Usage
Content Preview: First 100 characters
Importance: Score 0.0-1.0

Memory Statistics:
Total items stored
Memory by tier (working/short-term/long-term)
Memory by agent
Consolidation events
2. RAG (Retrieval-Augmented Generation)
What it shows:
Document retrievals during execution
RAG query performance
Context chunks used
Retrieval quality scores
RAG Activity Feed 💡 Tooltip: "Track when agents search knowledge base for context"
Each RAG query shows:
Agent: Who made the query
Query: Search text
Results: Number of chunks retrieved
Latency: Time taken
Relevance: Average similarity score
Tokens: Token count of retrieved context

RAG Performance:
Total queries made
Average latency
Cache hit rate
Token efficiency
Retrieved Chunks Preview:
Source documents used
Chunk text previews
Similarity scores
How chunks were used
3. Tools
What it shows:
External tools called during execution
Tool call success/failure
Tool response times
Integration errors
Tool Activity Feed 💡 Tooltip: "Monitor external tool usage. Identify slow tools or failing integrations."
Each tool call shows:
Agent: Who called the tool
Tool Name: Which integration
Method: What action (e.g., "createPullRequest")
Status: ✅ Success, ❌ Failed, ⏳ Pending
Duration: Time taken
Result Preview: Output summary

Tool Statistics:
Total tool calls
Success rate by tool
Average latency by tool
Failed tool calls (with errors)
Tool Performance Alerts:
🔴 Slow tools (>5s response)
🔴 Failing tools (>10% failure rate)
🟡 Rate-limited tools
🟢 Healthy tools
Live Tab (Execution Theater)
Overview
The Execution Theater is an immersive, real-time view of workflow execution.
💡 Tooltip: "Watch workflows execute in real-time with cinematic visualization. Perfect for demos and debugging."

Theater Features
Full-Screen Mode:
Click full-screen icon (top right)
Immersive execution view
Press Esc to exit
Agent Visualization:
Shows each agent as a card/avatar with:
Agent name and icon
Current status (idle/thinking/executing/complete)
Progress indicator
Current task description
Thinking animation while processing

Execution Flow:
Visual representation of workflow stages:
Task Decomposition: LLM breaks down the goal
Agent Selection: System chooses optimal agents
Context Engineering: Building optimal prompts
Execution: Agents performing tasks
Aggregation: Combining results
Learning: Storing patterns
Each stage animates as it completes.
Live Logs Panel:
💡 Tooltip: "Real-time log stream. See exactly what each agent is doing."
Scrolling log feed
Color-coded by agent
Filterable by log level
Copy/export logs

Performance Metrics (bottom bar):
⏱️ Elapsed time
🎯 Subtasks completed
🪙 Tokens used
💰 Estimated cost
📊 Quality score (updates as tasks complete)
Sub-Tabs in Theater
Overview (default):
Full execution visualization
All agents visible
Combined progress
Memory:
Memory operations in real-time
Memory graph visualization
Inter-agent memory sharing
Communication:
Agent-to-agent messages
Communication flow diagram
Message history
Learning:
Patterns being learned
Knowledge being stored
Performance improvements

Creating Workflows
Create Workflow Modal
Click "Create Workflow" button to open 2-step wizard.

Step 1: Details
Workflow Name (required) 💡 Tooltip: "Descriptive name for this workflow. Include the goal or project identifier."
Clear, specific names
Include version if iterating
Example: "Security Audit - Q4 2024"
Description (optional) 💡 Tooltip: "Explain what this workflow does and when to use it"
What problem does it solve?
What are the inputs/outputs?
Any special notes
Goal (required) 💡 Tooltip: "The high-level objective. The orchestrator uses this to decompose tasks."
Clear, specific goal statement
Good: "Perform comprehensive security audit of authentication system checking for SQL injection, XSS, and authentication bypass vulnerabilities"
Bad: "Review code"

Tags (optional) 💡 Tooltip: "Organize workflows with tags. Helps filtering and searching."
Add relevant tags
Examples: "security", "production", "weekly"
Suggestions based on goal
Category (optional):
Security
Development
Data Analysis
Infrastructure
Custom
Step 2: Configuration & Policy
Agent Selection:
💡 Tooltip: "Choose which agents participate. Leave empty for automatic selection based on task requirements."
Manual Selection:
Select specific agents from dropdown
Define execution order
Set agent roles (lead, support)
Automatic Selection (recommended): 💡 Tooltip: "Let the orchestrator choose optimal agents based on skills and availability"
✅ Enable "Auto-Select Agents"
System analyzes goal
Picks best agents automatically
Uses LLM reasoning for selection

Execution Policy:
💡 Tooltip: "Rules governing workflow execution behavior"
Execution Mode:
Parallel: Run independent tasks simultaneously (faster)
Sequential: One task at a time (safer)
Optimized: Mix of parallel/sequential (recommended)
Error Handling:
Stop on Error: Halt if any task fails
Continue: Skip failed tasks, continue with rest
Retry: Auto-retry failed tasks (1-5 attempts)
Timeout:
Per Task: Max time for individual tasks (default: 5 min)
Whole Workflow: Max total time (default: 30 min)
Resource Limits:
Token Budget: Max tokens for entire workflow
Cost Budget: Max cost in USD
Agent Limit: Max agents to use
Context Configuration:
💡 Tooltip: "Add context that all agents can access during execution"
Review & Create
Final Review:
Workflow name and goal
Selected/auto-selected agents
Execution policy summary
Estimated duration
Estimated cost
Buttons:
← Back: Modify settings
Create: Create workflow (don't execute)
Create & Execute: Create and run immediately
Executing Workflows
Manual Execution
From History or Templates:
Find the workflow
Click "Run" or "Re-run" button
Confirm execution (optional input data)
Click "Execute Workflow"

Execution Process
Phase 1: Initialization (2-5 seconds)
💡 Tooltip: "Setting up execution environment and loading agents"
Load workflow definition
Initialize agents
Prepare execution context
Queue workflow
Phase 2: Task Decomposition (5-15 seconds)
💡 Tooltip: "LLM analyzes the goal and breaks it into subtasks"
Goal analyzed by orchestrator
Subtasks identified
Dependencies mapped
Priorities assigned
Phase 3: Agent Selection (3-10 seconds)
💡 Tooltip: "Optimal agents chosen using 4D matching (skills, availability, history, tools)"
Agent capabilities evaluated
Best matches selected
Assignments confirmed
Agents notified
Phase 4: Context Engineering (5-20 seconds)
💡 Tooltip: "Optimizing context for each agent using RAG and memory retrieval"
Relevant documents retrieved
Agent memories loaded
Context optimized for token budget
Prompts generated
Phase 5: Execution (variable, 30s-10min)
💡 Tooltip: "Agents executing their assigned tasks. Progress updates in real-time."
Agents work in parallel/sequential
Tools called as needed
Results shared between agents
Progress updates sent
Phase 6: Aggregation (5-10 seconds)
💡 Tooltip: "Combining agent results into coherent final output"
Results collected
Quality scores calculated
Conflicts resolved
Final output generated
Phase 7: Learning (2-5 seconds)
💡 Tooltip: "Storing patterns and updating agent knowledge"
Patterns extracted
Successful strategies saved
Agent memories updated
Performance metrics recorded

Monitoring Execution
Real-time Updates:
Switch to Active tab to see:
Current progress percentage
Current executing agent
Completed subtasks
Estimated time remaining
Switch to Live tab for immersive view:
Full visualization
Live logs
Agent animations
Real-time metrics
WebSocket Connection:
💡 Tooltip: "Live connection for real-time updates. Green = connected, Red = disconnected"
Shows connection status icon
Auto-reconnects if dropped
Updates every 1-2 seconds
Common Tasks
Task 1: Create Simple Security Review Workflow
Goal: Review code for security issues
Steps:
Click "Create Workflow"
Name: "Security Review - Main Branch"
Goal: "Review authentication module for SQL injection, XSS, and authentication bypass vulnerabilities"
Context:
Auto-select agents: ✅ Enabled
Click "Create & Execute"
⏱️ Time: 3 minutes setup + 2-4 minutes execution 🎯 Result: Security audit report
Task 2: Using a Template for PR Review
Goal: Automatically review pull request
Steps:
Go to Templates tab
Find "PR Review Workflow"
Click "Use Template"
Name: "PR #456 Review"
Context:
Click "Create & Execute"
Go to Live tab to watch
⏱️ Time: 2 minutes setup + 3-6 minutes execution 🎯 Result: PR review with suggestions
Task 3: Monitoring a Running Workflow
Goal: Watch workflow progress and intervene if needed
Steps:
Go to Active tab
Find your running workflow
Note current stage and progress
Click "Watch" to open Execution Theater
Monitor:
Which agent is active
What task they're executing
Live logs for details
If Issues:
Pause workflow (⏸️ button)
Review logs
Stop if necessary (⏹️ button)
⏱️ Time: Continuous monitoring 🎯 Result: Awareness of execution state
Task 4: Analyzing Workflow Performance
Goal: Understand why a workflow succeeded or failed
Steps:
Go to History tab
Find the workflow execution
Click to open details
Review:
Timeline: Which stage took longest?
Agent Performance: Did any agent struggle?
Quality Scores: Which subtasks scored low?
Logs: Any errors or warnings?
Identify improvements:
Better agent selection?
More context needed?
Different execution policy?
⏱️ Time: 5-10 minutes 🎯 Result: Actionable optimization insights
Task 5: Pausing and Resuming a Workflow
Goal: Temporarily halt execution and resume later
Steps to Pause:
Go to Active tab
Find running workflow
Click ⏸️ Pause button
Confirm pause action
Workflow stops after current subtask completes
Steps to Resume:
Paused workflow shows "Paused" badge
Click ▶️ Resume button
Workflow continues from where it stopped
All context preserved
⏱️ Time: Instant pause, resume within seconds 🎯 Use case: Need to update context, wait for approvals, etc.
Advanced Features
Custom Workflow Templates
🔧 Advanced
Create reusable templates from your successful workflows.
How to Create Template:
Go to History tab
Find successful execution
Click "⋮" menu → "Save as Template"
Template Name: "My Custom Review"
Make Public: Share with team (optional)
Click "Save Template"
Template appears in Templates tab for reuse.
Workflow Orchestration Policies
🔧 Advanced
Fine-tune how the orchestrator manages execution.
Agent Selection Policy:
💡 Tooltip: "Algorithm for choosing agents. Default uses LLM reasoning."
LLM-Driven: Orchestrator reasons through selection (recommended)
Algorithmic: Fixed algorithm (fast, less flexible)
Manual: You specify all agents
Hybrid: Mix of manual + automatic
Task Decomposition Strategy:
💡 Tooltip: "How complex goals are broken into subtasks"
Hierarchical: Nested subtasks with dependencies
Flat: All subtasks at same level
Adaptive: Adjusts based on complexity
Result Aggregation Method:
💡 Tooltip: "How multiple agent outputs are combined"
LLM Synthesis: LLM combines results (highest quality)
Concatenation: Simple joining (fastest)
Voting: Consensus-based (for decisions)
Weighted: Based on agent confidence scores
Workflow Variables and Context
🔧 Advanced
Pass dynamic data to workflows:
Context Variables:
Variable Substitution:
Use {{variable_name}} syntax
Replaced at execution time
Can reference environment variables
Useful for templatized workflows
Conditional Execution:
Tips & Best Practices
Workflow Design
💡 Best Practices:
Start simple: Single agent workflows first
Clear goals: Specific, measurable objectives
Good context: Provide relevant information
Test incrementally: Don't create huge workflows initially
Use templates: Leverage proven patterns
Naming Conventions
Good workflow names:
✅ "Security Audit - Authentication Module - Q4"
✅ "PR Review - Feature/NewAuth - #456"
✅ "Data Analysis - Customer Churn - Weekly"
Poor workflow names:
❌ "Workflow 1"
❌ "Test"
❌ "New Workflow"
Performance Optimization
Make workflows faster:
Use parallel execution for independent tasks
Choose faster models for simple subtasks
Enable caching for repeated operations
Limit agent count (diminishing returns after 5-7 agents)
Provide good context (reduces back-and-forth)
Cost Management
Keep costs down:
Set budgets on workflow and agent level
Use cheaper models where appropriate
Monitor token usage in Monitoring tab
Enable caching to reuse results
Limit max tokens per agent response
💡 Tip: Check estimated cost before executing expensive workflows.
Quality Assurance
Ensure high quality results:
Use quality agents: GPT-4, Claude Opus for critical tasks
Provide examples: Show what good output looks like
Add validation steps: Have second agent review
Check quality scores: Investigate if <0.8
Iterate on failures: Learn from low-quality results
Troubleshooting
Workflow Stuck at "Queued"
Symptom: Workflow not starting, stays in queued status
Solutions:
Check agent availability:
Go to Agents page
Ensure required agents are Active
Check if agents at max concurrent tasks
Check resource limits:
System may be at capacity
Wait for other workflows to complete
Or increase system resources
Check workflow priority:
Low priority workflows queue longer
Increase priority if urgent
Check error logs:
Click workflow card
View logs for error messages
Workflow Failed During Execution
Symptom: Status shows "Failed" with error
Solutions:
View execution logs:
History tab → Find execution
Click to view details
Check logs for error
Common errors and fixes:
"Agent timeout":
Increase timeout in workflow policy
Or simplify task complexity
"Insufficient context":
Provide more context in workflow input
Upload relevant documents
Enable CodeGraph for code tasks
"Tool call failed":
Check tool credentials
Verify tool is active
Test tool connection in Tools page
"Token limit exceeded":
Reduce max tokens per agent
Use cheaper model
Simplify goal/tasks
Retry workflow:
Click "Re-run" button
Modify context if needed
Execute again
Slow Workflow Execution
Symptom: Taking much longer than estimated
Solutions:
Check current stage:
Live tab shows which stage
Some stages (decomposition, aggregation) can be slow
Normal for complex goals
Identify bottleneck:
Monitoring tab → Tools
Find slow tool calls
Consider removing slow tools
Optimize model selection:
Some models are slower (Claude Opus vs GPT-4)
Use faster models for non-critical subtasks
Check agent configurations
Check parallel execution:
Ensure policy allows parallelism
Independent tasks should run simultaneously
Sequential execution is slower
No Results Generated
Symptom: Workflow completes but no output
Solutions:
Check subtask results:
History → Execution details
View each agent's output
Results may be there but not aggregated
Check aggregation settings:
Workflow policy may have issue
Try different aggregation method
Check agent outputs:
Agents may have returned empty results
Review agent logs
Verify agents had necessary context
Integration with Other Features
Workflows + CodeGraph
Use CodeGraph context in workflows:
Workflows + RAG
Enable document search during workflow:
Workflows + Tools
Agents automatically use tools they're assigned:
GitHub tool → Can read repos, create PRs
Slack tool → Can send notifications
AWS tool → Can manage infrastructure
Keyboard Shortcuts
Ctrl/Cmd + N: New workflow
Ctrl/Cmd + R: Refresh active workflows
Ctrl/Cmd + L: Go to Live tab
Ctrl/Cmd + H: Go to History tab
Space: Pause/Resume selected workflow
Esc: Close modals, exit full-screen
FAQ
How long do workflows take?
Depends on complexity:
Simple (1-2 agents, basic tasks): 30 seconds - 2 minutes
Medium (3-5 agents, moderate tasks): 2-5 minutes
Complex (5+ agents, complex tasks): 5-15 minutes
Very Complex: 15-30 minutes
Check estimated duration before executing.
Can I stop a workflow mid-execution?
Yes! Two options:
Pause: Temporary halt, can resume later
Stop: Permanent cancel, cannot resume
⚠️ Note: Current subtask completes before stopping.
What happens if an agent fails?
Depends on error handling policy:
Stop on Error: Entire workflow fails
Continue: Skip failed task, continue with rest
Retry: Auto-retry (configurable attempts)
Failure is logged for analysis.
Can I use the same agents in multiple workflows?
Yes! Agents can handle multiple workflows simultaneously up to their max_concurrent_tasks limit.
The system will queue workflows if agents are at capacity.
How do I know which agents will be used?
For auto-select workflows:
Not determined until execution
Based on task requirements
Shown during initialization phase
For manual-select workflows:
You specify agents upfront
Shown in workflow definition
View assigned agents in Active tab once workflow starts.
Next: Knowledge Base Guide →
Learn to manage documents, code, and multimodal content
API Reference
Build a Workflow
New Workflow → fill Name/Description/Policy.
Open Canvas → add Agent, Tool, Branch nodes; connect edges.
Save.
API
Authentication All API calls require headers:
POST /api/workflows
Run & Monitor
Click Run, pass inputs (JSON), watch spans in Runs.
API
POST /api/workflows/{id}/run→{"run_id":"run_123"}GET /api/runs?workflow_id={id}&limit=50
Promote a Run
Convert a successful trace into a workflow template.
API (optional)
POST /api/workflows/promote → {"workflow_id":"wf_new"}
Diagram
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