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Turn an existing Workflow into an AI Agent draft with Ask Torben.

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Migrate a Workflow

1

Open Workflows

Go to Workflows.
2

Choose the Workflow

Open the three-dot menu next to the Workflow and select Duplicate to AI Agent.
3

Continue with Ask Torben

Ask Torben loads the Workflow’s triggers, actions, routing branches, reply instructions, and approval behavior. A focused Workflow becomes a specialist draft behind the First Level router. A broad multi-topic or human-routing Workflow may be consolidated into the First Level router instead.
4

Review and test

Check the generated instructions, actions, trigger scope, and approvals. Test the agent with cases that followed different Workflow branches.
5

Remove overlap

After a controlled rollout succeeds, disable the old Workflow for the migrated scope.
The migration creates a draft. It does not activate the AI Agent or disable the original Workflow automatically.

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Choose the fleet role

Most Workflows represent one focused job and should become specialists. Ask Torben creates the specialist, then proposes the exact branch to add to your existing First Level router. Only use the router role when the Workflow already routes distinct support topics or paths to human agents. If a First Level router exists, consolidate into it. Do not create a second router. For the architecture, see Router and specialists. For Classic AI, use Migrate from Classic AI.