Plans
A plan is a guided workflow: the sequence of steps the AI agent follows to help a user complete one task in your product. "Set up your first workspace," "Configure SSO," "Build a custom report." The agent works through the steps in the live product while explaining what it is doing and why.
What a plan does
Each plan covers one outcome. Along the way the agent may open a screen, click through the product, fill in a form, pause to explain what is on screen, or ask the user to choose between options before continuing.
Plans are not linear scripts. When a workflow forks — "email notifications, Slack, or both?" — the agent asks, follows the branch the user picked, and rejoins the shared steps afterwards. One plan covers every path through the workflow.
Plans are also reusable. When a step needs a value only the user knows, such as a project name, the agent asks for it during the session. The same plan serves every user, which is what makes personalized demos possible at scale.
Throughout, the agent narrates with conversational AI. It does not silently click through screens; it explains the purpose of each step so the user understands the workflow, not just the mechanics.
Where plans come from
Floe generates plans from what it learns about your product and maintains them as part of configuring your demo. It waits until it has read more than your website: your docs, help center or videos, or an uploaded document or video. Floe staff can also build a plan from a walkthrough recorded in your product. A capability says what a user can do, and it can point to the plan that shows how, step by step. That link is optional: a plan does not need a capability.
Keeping plans current
If a workflow is missing or inaccurate, improve the source material: update the content that describes the workflow and re-run ingestion, then ask us to refresh the generated capabilities and plans; that refresh is not automatic. Plans mirror what Floe learned from your product, so better inputs produce better plans.
Floe staff can also author and tune plans directly. Ask us if you want a workflow built that way.
FAQ
Are plans required for the demo agent to work? The agent can answer questions and navigate freely without plans, but plans make guided workflows much smoother. Without a plan the agent improvises each step; with one it follows a tested path.
Can I create plans manually? Your demo tour, yes: your AI coding tool can build the walkthrough plan over Floe's MCP server, and Demo Agent → Setup shows Owners and Admins the commands until a demo tour is live. Other plans are generated and maintained by Floe. To change one, make sure your content covers the workflow and re-run ingestion. Floe staff can also hand-tune a plan for you.
What happens when my product's UI changes? Update the content that describes the change, re-run ingestion, then ask us to refresh the generated capabilities and plans.