Workflow Automation

Design Your Agent's Exact Behavior. No Code Required.

The Sage Workflow Builder is a drag-and-drop canvas for building deterministic customer journeys. Connect nodes, configure conditions, and go live without writing a single line of code.

Every Node, a Decision

Each node covers a distinct step in a commerce conversation, from collecting intent to executing a checkout.

Collect Input

Gathers structured data from the shopper: size, preference, budget, occasion.

Knowledge Lookup

Queries your product catalog or policy documents using semantic search.

Tool Call

Executes backend actions: search products, add to cart, initiate checkout, process returns.

AI Message

Generates a contextual, personalized response using all gathered inputs.

Static Message

Delivers an exact, guaranteed response with no LLM involved. Zero hallucination risk.

Condition

Branches the conversation based on keywords, equality checks, or semantic intent.

Human Handoff

Escalates to a live agent when the conversation requires human judgment.

End

Terminates the flow cleanly, optionally triggering a post-session action.

Pre-Built Shopify Templates

Start from a proven template and customize for your brand. Go live in hours, not days.

Guided Product Finder

Leads shoppers from an ambiguous query ("something casual for summer") to a curated shortlist to cart in a single conversation.

Converts browse intent to cart

Support Router

Triages incoming messages: routes order questions to order tools, returns to return workflows, and escalates edge cases to a human.

Reduces support ticket volume

Guided Checkout

Reduces cart abandonment by handling objections, applying promos, and delivering a one-click checkout link inside the conversation.

Recovers abandoned carts

Determinism by Design

The Sage runtime executes your workflow exactly as designed. Conditional branches evaluate against keywords, equality matches, or live semantic intent, and route accordingly.

A built-in loop guard prevents runaway flows. Static Message nodes bypass the AI entirely for responses that must never vary, such as legal disclaimers and return policy confirmations.

How to go live

  • 1

    Build your flow on the canvas by connecting nodes visually.

  • 2

    Configure conditions: keyword match, equality check, or semantic intent.

  • 3

    Set branch routing for true and false paths independently.

  • 4

    Test in the live preview panel before publishing.

  • 5

    Deploy to your storefront with a single click.

Workflows in Action

Real commerce use cases, handled end-to-end without human involvement.

Guided Product Discovery to Checkout

A shopper asks for "something to wear to a summer wedding." The Collect Input node asks three qualifying questions, Knowledge Lookup searches the catalog, and a Tool Call adds the selected item to cart. Cart to checkout in one conversation.

Proactive Post-Purchase Re-engagement

Return intent is detected, Support Router branches to the returns path, and an exchange recommendation is surfaced using Memory. Return resolved without a support ticket, and an upsell opportunity opened.

High-Intent Upsell During Support

A repeat buyer checks order status. A Condition node evaluates their purchase history. If they qualify as high-value, the workflow branches to an upsell path with a bundle recommendation. Support becomes revenue.

Frequently Asked Questions

Do I need to write code to build a workflow?

No. The Sage Visual Workflow Builder is a fully no-code drag-and-drop canvas. You connect nodes visually and configure behavior through simple forms. No engineers required.

What is a Static Message node?

A Static Message node delivers an exact, pre-written response without calling any AI model. This guarantees the output is deterministic, which is useful for legal disclaimers, policy statements, or any response where variation is not acceptable.

Can I have multiple workflows for different agents?

Yes. Each Sage agent can have its own dedicated workflow. You can build a Product Advisor agent with a discovery workflow and a Returns Specialist agent with a returns workflow, both running from the same platform.

How does branching work?

Condition nodes evaluate the conversation using keyword matching, equality checks, or semantic intent detection. Based on the result, the workflow routes to the true path or the false path. You define both outcomes.

Ready to upgrade from chatbots to AI Agents?

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