Define project workflows
Role: Project Manager 📋
Workflow Management is where you view and edit the AI Agent's workflows across each phase of software development. Each workflow describes: at which stage, for which role, and with what features the AI Agent will operate, and in what order.
Step-by-step guide​
In the sidebar, select Workflows under the Project Management group.
Select a project​
Click the "Project" dropdown in the top corner to select the project whose workflows you want to view or edit.
Understand the Workflow Visualizer UI​
The screen is divided into three main regions:
1. Stage and Role filters (top row)​
- Select Stage: A horizontal row of buttons representing stages (e.g.,
Requirements,Design,Development,Testing,Deployment). Click a stage to filter the roles below. - Select Role: A horizontal row of buttons that appears after selecting a stage, representing the roles within that stage (e.g.,
Product Manager,System Architect,Developer,QA Engineer). Click a role to load the matching workflows.
2. Three main columns​
| Column | Title | Content |
|---|---|---|
| Left | Available Workflows | The list of workflows under the selected role. Click to select a workflow. |
| Middle | AI Power Desk | A grid of feature cards. Features relevant to the selected workflow appear in full color; unrelated features are dimmed. Click a feature to see details. |
| Right | Feature Description | Description of the selected feature: name, module, description, and list of Capabilities. |
The feature cards in AI Power Desk are connected by animated lines representing the execution flow. The sequence number on each card indicates its order in the workflow.
3. Feature Steps (bottom row)​
After selecting a feature, the bottom row shows the list of execution steps (Steps) in order. Click a step to see its details and use cases in the side panel.
View all features​
Click the Maximize icon (top-right of the AI Power Desk area) to open a fullscreen modal — this displays all features in a larger grid while preserving the connection animations.
Edit a workflow​
Click the "Edit" button (pencil icon, bottom-right of the screen) to open the Workflow Editor Modal.
The modal provides four editing modes:
| Tab | Description |
|---|---|
| Visual Builder | Drag-and-drop to build the Stage → Role → Workflow structure |
| Master/Detail Builder | Hierarchical form: select Stage/Role, then edit Workflow details |
| Form Builder | Direct form input for each element |
| JSON Editor | Edit the raw JSON workflow structure — for advanced users |
A workflow's structure consists of: Stage → Role → Workflow → Features → Steps. Each element has the fields: name, icon (Lucide icon name), description, and parent/child relationships.
After editing, click "Save" to persist to the backend. The Visualizer automatically reloads with the new data.
If this is your first time defining a workflow, start with the Visual Builder tab to get a high-level view of the structure before diving into each field.
Completing this step means all of Phase 2: Project Setup is ready. The Project Manager hands the project over to the team to start Phase 3: Generate documents with AI Agent.