Tellius
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  • Kaiya
    • ♟️Understanding AI Agents & Agentic Flows
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  • 🔍Search
    • 👋Get familiar with our Search interface
    • 🤔Understanding Tellius Search
    • 📍Search Guide
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    • 🙋Meet Vizpads!
    • 👋Get familiar with our Vizpads
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  • 💡Insights (Discover)
    • 👋Get familiar with our Insights
    • ❓Understanding the types of Insights
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      • Impact Calculation for Top Contributors
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      • 🔛Creating Discovery Insight
      • 🔑Creating Key Driver Insights
      • 〰️Creating Trend Insights
      • 👯Creating Comparison Insights
    • 🧮The art of selecting columns for Insights
      • ➡️How to include/exclude columns?
  • 🔢Data
    • 👋Get familiar with our Data module
    • 🥂Connect
    • 🪹Create new datasource
      • Connecting to Oracle database
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        • Steps to connect to a Google BigQuery database
      • Connecting to Snowflake
        • OAuth support for Snowflake
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        • Azure PrivateLink
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      • Connecting to Databricks
      • Connecting to Databricks Delta Lake
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      • Connecting to HDFS
      • Connecting to Looker SQL Interface
      • Loading Excel sheets
      • 🚧Understanding partitioning your data
    • ⏳Time-to-Live (TTL) and Caching
    • 🌷Refreshing a datasource
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      • Swapping datasources
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      • 🤾Actions that can be done on a dataset
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    • 🐥Preparing your Business Views
      • 🌟Create a new Business View
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    • Tellius Engine: Comparison of In-Memory vs. Live Mode
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  • Feed
    • 📩What is a Feed in Tellius?
    • ❗Alerts on the detection of anomalies
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  • Assistant
    • 💁Introducing Tellius Assistant
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    • ↖️Selecting Business View
  • Embedding Tellius
    • What you should know before embedding
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      • 📊Embedding Vizpads
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      • 💡Embedding Insights
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        • Search query execution
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      • 🪄Embedding Kaiya
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  • API
    • Insights APIs
    • Search APIs
    • Authentication API (Login API)
  • ✨What's New
    • Release 5.4
      • Patches 5.4.0.1 to 5.4.0.4
      • Patch 5.4.0.5
      • Patch 5.4.1
    • Release 5.3
      • Patch 5.3.1
      • Patch 5.3.2
      • Patch 5.3.3
    • Release 5.2
      • Patch 5.2.1
      • Patch 5.2.2
    • Release 5.1
      • Patch 5.1.1
      • Patch 5.1.2
      • Patch 5.1.3
    • Release 5.0
      • Patch 5.0.1
      • Patch 5.0.2
      • Patch 5.0.3
      • Patch 5.0.4
      • Patch 5.0.5
    • Release 4.3 (Fall 2023)
      • Patch 4.3.1
      • Patch 4.3.2
      • Patch 4.3.3
      • Patch 4.3.4
    • Release 4.2
      • Patch 4.2.1
      • Patch 4.2.2
      • Patch 4.2.3
      • Patch 4.2.4
      • Patch 4.2.5
      • Patch 4.2.6
      • Patch 4.2.7
    • Release 4.1
      • Patch 4.1.1
      • Patch 4.1.2
      • Patch 4.1.3
      • Patch 4.1.4
      • Patch 4.1.5
    • Release 4.0
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On this page
  • Basic Information
  • Knowledge Sources
  • Steps
  • Triggers
  • Test in playground

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  1. Kaiya
  2. Understanding AI Agents & Agentic Flows

Composer

A place to build, test, and preview your custom agentic workflow

PreviousGlossaryNextTriggering an agentic workflow

Last updated 1 month ago

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To create a custom agentic workflow, click on the "Compose" button at the top right under Kaiya → AI Agents. Fill up the following details to set up the workflow.

Basic Information

Set up the foundational identity of your Agentic Workflow—its name, icon, and a short description of what it does.

Workflow name & icon: Enter a clear, meaningful name and choose a static icon for the workflow.

Workflow description: Briefly explain what this workflow is designed to do.

Knowledge Sources

Select the data source for your workflow. Use the dropdown or search bar to select an existing Business View. This becomes the primary input for all agents in the workflow.

Atleast one Business View should be selected to save the workflow.

Steps

Define the logic of your workflow in natural language steps. Each step maps to one or more AI Agents (e.g., Planner, Data Prep, Insights). Links to ready-made example flows are available. Click on any sample analysis to view the workflow steps.

  • Break down your workflow into clear, actionable instructions.

  • Define one action per step for modular execution.

  • Include context, filters, calculations, or user inputs as needed.

Triggers

Define the natural language triggers that you might enter in Kaiya Conversational AI to invoke this workflow. Triggers should accurately reflect the goal of the workflow.

  • Each trigger should be a standalone phrase or question on a new line.

  • Include variations of phrasing to capture different user intents.

For example, for revenue drop, you can say

  • What’s causing the revenue drop?

  • Explain the decline in revenue

  • Why did our revenue decrease?

  • Identify reasons for revenue dip

  • Breakdown revenue loss

You can enter as many variations as you like. This increases the chances your workflow is selected by Kaiya when users input related queries.

Test in playground

Before publishing an Agentic Workflow, you can test it end-to-end in real-time to ensure it performs as expected. Click on "Test in Playground", a live testing environment embedded in Composer.

  1. "Workflow Configuration" in the left pane still gives access to knowledge sources, steps, and triggers.

  2. Enter natural language queries in the textbox. Test with different trigger phrases to validate trigger flexibility.

  3. In the right pane, you can see the agents in action. This section will show how Kaiya interprets your query, what agents it activates, and what output is generated (visuals, summaries, insights).

  4. If something doesn’t go as intended, go back to the Steps tab and fine-tune your instructions.

  5. After successful testing, click on Save & Publish to move the workflow to the Published Agents section of the Agent Library. Alternatively, click on Save to save it as a draft.

♟️
Basic information
Knowledge Sources
Workflow steps
Triggers
Playground in Composer