PlansCopy link to this section

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 doesCopy link to this section

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 fromCopy link to this section

Plans are generated from capabilities and maintained by Floe as part of configuring your demo. A capability says what a user can do; its plan says how to do it, step by step, in your product. Every plan is linked to a capability.

Keeping plans currentCopy link to this section

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.

FAQCopy link to this section

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? Not on your own account today. Plans are generated from capabilities and maintained by Floe. To change a workflow, make sure your content covers it and re-run ingestion. Floe staff can also hand-tune a plan for you, which is how a demo gets polished.

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.