How It Works
From business requirement to operating AI agent.
Describe what the agent needs to accomplish. OniLeo generates the Agent Blueprint and workflows, then your team reviews, changes, connects, tests, publishes and improves the resulting agent.
Routine agent changes don't have to become development projects.
01 · Describe
Start with the business requirement.
Describe what the agent should accomplish in natural business language. Start with customer journeys, expected outcomes and business rules instead of manually designing prompts, nodes or workflow logic.
“Create a clinic assistant that can answer clinic questions, book and reschedule appointments, cancel bookings and transfer customers when human assistance is required.”
Start with what the business needs.
Customer Journeys · Business Outcomes · Business Rules
OniLeoAgent Blueprint
02 · Blueprint
OniLeo structures the agent.
OniLeo analyses the business requirement and creates the Agent Blueprint, the structured definition of what the agent needs to understand, collect, know, decide and do.
The Blueprint becomes the source for generating the required customer workflows.
Your team can review the generated structure before moving forward.
03 · Generate
The Blueprint generates the workflows.
OniLeo converts the agent structure into the workflows required for each customer journey, so your team does not have to construct every flow from a blank canvas.
Capabilities become journeys. Journeys become executable workflows.
Generated Workflows
Book Appointment
Start → Identify Request → Capture Doctor → Capture Preferred Date → Decision → Business Action → Confirmation / Handoff
Knowledge Question
Enterprise Knowledge → Answer → Resume Active Workflow
Published Version remains unchanged until approved and published.
04 · Refine
Review and change what OniLeo created.
Generation is not a locked result. Your enterprise team can inspect the generated agent and refine the parts that need business-specific adjustment.
Capabilities · Review supported outcomes
Intents · Check customer requests
Information · Review required information capture
Decisions · Adjust journey branches
Workflows · Inspect and refine generated journeys
AI-generated starting point. Enterprise-controlled result.
05 · Connect
Add the knowledge and actions the journey needs.
Connect approved enterprise information and configure the business actions required by the generated workflows.
Give the agent access to what it should know and what it is allowed to do.
Knowledge and business actions participate in the journey without requiring the enterprise to redesign the complete conversation around them.
Enterprise Knowledge
Documents · Web Content · Approved Business Information
Active OniLeo Workflow
Appointment journey
Business Actions
Configured APIs · CRM / Business Systems · Approved Operations
Appointment workflow → Customer asks clinic hours → Enterprise Knowledge answers → Appointment workflow resumes
06 · Test
Test the agent yourself before customers use it.
Use Test Studio to validate how the agent understands customers and progresses through real journeys before a working version is published.
Change. Test. Retest. Publish only when your team is ready.
Intents
Is the customer request understood correctly?
Workflows
Does the correct journey start and progress?
Information Capture
Is required customer information handled correctly?
Decisions
Do responses follow the expected path?
Knowledge
Are relevant enterprise questions answered appropriately?
Journey Continuity
Can the agent answer a detour and return to the active workflow?
07 · Publish
Your team decides what goes live.
Keep changes in a working version while the published agent continues serving customers. Once the updated agent has been reviewed and tested, your team can publish the approved version to the required channels.
Controlled release, not an immediate production change after every edit.
Web Chat · Browser Voice · SIP / Phone Voice
Working Version ≠ Published Version
Your Team Stays in Control
OniLeo generates. Your enterprise manages.
Routine agent changes stay inside the enterprise workspace instead of becoming repeated development projects.
From business requirement to an enterprise-managed AI agent.
Describe the outcome. Let OniLeo generate the foundation. Then review, change, test and publish through your own enterprise workspace.