How Flow XO fits together
Organization, workspace, project
Section titled “Organization, workspace, project”- Organization: your company’s account. People, data region and spending sit here.
- Workspace: a group of projects, with its own integrations, files and settings. Use one per team or client.
- Project: one agent. Everything the agent needs lives in its project: its Blueprint, connections, integrations, knowledge, conversations and runs.
Switch between them from the menu at the top of the sidebar.
The Blueprint
Section titled “The Blueprint”A project’s Blueprint is everything that decides how its agent behaves: identity and instructions, model, greeting, tools, workflows, knowledge, variables and more. Open it from Blueprint in the project sidebar.
A new project asks how to start. Start with a support desk gives you an agent with support instructions and handover rules. Start from a blank agent gives you an empty one. You can change either later.
Draft and publish
Section titled “Draft and publish”Edits to a Blueprint save to its draft as you make them. Customers keep talking to the published version until you choose Publish. Publishing applies the whole draft at once, workflows included.
The workflow editor also keeps a recovery copy in your browser, so an edit that couldn’t save yet isn’t lost. That copy stays in your browser profile. It isn’t encrypted or shared, so keep credentials out of workflow fields.
Agents and workflows
Section titled “Agents and workflows”An agent talks. It reads messages, decides what to do, and answers in its own words.
A workflow does. It runs the same steps the same way every time: find a row, write a record, call an API, wait for approval. Agents call workflows like tools. The agent supplies the inputs, the workflow returns outputs, and the agent explains the result.
Use a workflow when a job has to be exact, or has to happen in a fixed order.
Connections and integrations
Section titled “Connections and integrations”- Connections are the channels customers use to reach the agent, like the website Messenger.
- Integrations connect outside services, like Google Sheets or an MCP server, so the agent and its workflows can use them.
Every workflow run is recorded. Open Runs in the project sidebar to see what each run received, what each step did, and why a step failed. See Test and fix a workflow.