> ## Documentation Index
> Fetch the complete documentation index at: https://help.pantaos.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Conversational Workflows

> Multi-step workflows that incorporate dynamic user input to generate customized outputs and assets.

## What It Is

A Conversational Workflow is a guided multi step process inside PANTA OS. The workflow asks for the inputs it needs, runs the steps in sequence, and delivers a finished artifact. The "conversational" part is the input mechanic: instead of a static form, the workflow asks questions, the user answers, and the next step builds on the response.

Selecting a workflow from the Dashboard grid or from the Apps list in the sidebar opens a Conversational Workflow.

<Frame>
  <img src="https://mintcdn.com/panta/bxdWHin1js2LVo8f/images/Panta-Documentations-(EN)-(2).jpg?fit=max&auto=format&n=bxdWHin1js2LVo8f&q=85&s=5eb97bcc22de9b69a1b316c1026a3022" alt="Panta Documentations (EN) (2)" width="1920" height="1080" data-path="images/Panta-Documentations-(EN)-(2).jpg" />
</Frame>

## Why It Matters

Free-form chat is flexible but often inconsistent. Conversational Workflows give the same task the same structure every time while maintaining a natural, chat-based experience that doesn’t feel like filling out a form. They capture an organization’s specific requirements to generate tailored outputs and assets that align with its unique needs.

<CardGroup cols={2}>
  <Card title="Predictable outcomes" icon="workflow">
    Every run produces the same kind of output. The structure is built into the workflow, not into the user's prompting.
  </Card>

  <Card title="Conversational inputs" icon="message-square">
    The workflow asks what it needs, in the right order. Users answer in natural language; forms, uploads, and selections appear inline when they fit the moment.
  </Card>

  <Card title="Reusable" icon="recycle">
    A workflow built once is used by many people without rebuilding. The Dashboard grid is the shared catalog.
  </Card>

  <Card title="Background execution" icon="clock">
    Workflows run in the background. The History shows progress in real time.
  </Card>
</CardGroup>

## How To Use It

<Steps>
  <Step title="Find the workflow" icon="search">
    Open the Dashboard and switch to the Workflows tab in the grid, or expand the Apps entry in the sidebar. Both routes show the workflows available to you.
  </Step>

  <Step title="Open it" icon="play">
    Click the workflow card to start a new run.
  </Step>

  <Step title="Provide inputs in the conversation" icon="message-square">
    The workflow asks for what it needs: free text answers, file uploads, selections from a list, or approvals at decision points.
  </Step>

  <Step title="Watch progress in history" icon="activity">
    Switch to the History in the sidebar and open the Workflows tab to see live progress as a percentage. You can leave the run; it continues in the background.
  </Step>

  <Step title="Receive a notification when it finishes" icon="bell">
    For assets that take some time to generate, users will either be send the asset via email, or they will receive a notification direction them to the asset in the Library.
  </Step>
</Steps>

## Step Types

Workflow builders combine several step types into one process.

<CardGroup cols={2}>
  <Card title="Drafting steps" icon="pen">
    Generate text: scripts, summaries, drafts.
  </Card>

  <Card title="Review steps" icon="eye">
    Brand voice, compliance, factual review.
  </Card>

  <Card title="Tool steps" icon="plug">
    Web search and integration calls; actions in connected systems.
  </Card>

  <Card title="Media steps" icon="image">
    Voice, avatar, image, and video composition.
  </Card>

  <Card title="Branch steps" icon="git-branch">
    Conditional decisions based on prior step output.
  </Card>

  <Card title="Approval steps" icon="user-check">
    Pause for a human; resume when approved.
  </Card>
</CardGroup>

## Common Use Cases

<CardGroup cols={2}>
  <Card title="Video explainers" icon="video">
    Generate branded explainer videos from any topic, tailored with your organization's voice, visuals, and messaging.
  </Card>

  <Card title="Sales packages" icon="trending-up">
    Turn deal context into tailored proposals, sales decks, follow-up emails, and relevant case studies.
  </Card>

  <Card title="Localized launches" icon="globe">
    Localize content for different markets while preserving the right tone and messaging.
  </Card>

  <Card title="Knowledge digests" icon="newspaper">
    Turn a topic into a curated weekly digest that combines insights from internal sources and the web.
  </Card>
</CardGroup>

## Key Settings or Options

<CardGroup cols={2}>
  <Card title="Where to start a run" icon="play">
    Dashboard grid, Workflows tab, or the Apps entry in the sidebar. Both list the same items.
  </Card>

  <Card title="Inputs the workflow can request" icon="list">
    Free text, file uploads, selections, and approvals. The workflow asks for them as needed.
  </Card>

  <Card title="Where progress is visible" icon="activity">
    Each run shows a percentage progress and a quick actions menu.
  </Card>

  <Card title="Where notifications arrive" icon="inbox">
    The Inbox shows the completion of certain assets that take longer to produce.
  </Card>

  <Card title="Where outputs land" icon="library">
    Workflow outputs may be delivered either to the Library or via email, depending on the asset type.
  </Card>
</CardGroup>

## Tips and Best Practices

* Add an approval step for any artifact that reaches customers, employees, or regulators.
* Keep workflows focused. One workflow per outcome is easier to maintain than a single workflow that tries to do everything.

<Tip>
  Apps in the sidebar and Workflows in the Dashboard grid are the same items in different positions. Both routes open Conversational Workflows.
</Tip>

## Help Center

<AccordionGroup>
  <Accordion title="How is a Conversational Workflow different from a chat with an assistant" icon="message-square">
    An assistant is a single configured chat partner; the conversation is free form. A Conversational Workflow has a defined sequence of steps, and the conversation is shaped by what each step needs next. Free form for flexibility, workflow for repeatability.
  </Accordion>

  <Accordion title="Where do I see if a workflow is still running" icon="activity">
    Open the History in the sidebar, switch to the Workflows tab, and check the percentage progress on the relevant run. You do not need to keep the workflow window open; it continues in the background.
  </Accordion>

  <Accordion title="How do I know when a workflow is finished" icon="bell">
    Follow progress in the sidebar. If an asset takes longer to generate, you'll receive a notification via email or your inbox when it's ready.
  </Accordion>

  <Accordion title="Where are the outputs stored" icon="library">
    Outputs are either saved to the Library or delivered directly to the user by email.
  </Accordion>

  <Accordion title="Can I include a human approval step" icon="user-check">
    Yes. Approval steps pause the workflow until a human approves; the workflow resumes from that point afterwards. Useful for any artifact that reaches customers, employees, or regulators.
  </Accordion>
</AccordionGroup>