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Jun 1, 2025
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Workflow docs revision #2 #464

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5064074
chore(workflows): move final workflow screenshots to the top
goosewin Jun 1, 2025
28495e4
chore: add redirect for old workflows route
goosewin Jun 1, 2025
6b9e7b1
feat: add PR template
goosewin Jun 1, 2025
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9 changes: 9 additions & 0 deletions .github/PULL_REQUEST_TEMPLATE.md
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## Description

<!-- describe the changes as bullet points -->
-

## Testing Steps

- [ ] Run the app locally using `fern docs dev` or navigate to preview deployment
- [ ] Ensure that the changed pages and code snippets work
2 changes: 2 additions & 0 deletions fern/docs.yml
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Expand Up @@ -801,3 +801,5 @@ redirects:
destination: /sdk/web
- source: /workflows/examples/outbound-sales.mdx
destination: /workflows/examples/lead-qualification.mdx
- source: /workflows
destination: /workflows/quickstart.mdx
14 changes: 6 additions & 8 deletions fern/workflows/examples/appointment-scheduling.mdx
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Expand Up @@ -25,6 +25,12 @@ Build an AI-powered appointment scheduling workflow that handles inbound calls f

We will be creating an appointment scheduling workflow for Tony's Barbershop, a traditional barbershop that wants to automate their phone booking process with sophisticated branching logic to handle different appointment scenarios.

## Final Workflow

<Frame caption="Complete appointment scheduling workflow with branching logic for booking, rescheduling, and canceling appointments">
<img src="../../static/images/workflows/examples/appointment-scheduling.png" alt="Barbershop appointment scheduling workflow showing conversation nodes, tool integrations, and conditional routing" />
</Frame>

---

## 1. Create a Knowledge Base
Expand Down Expand Up @@ -373,8 +379,6 @@ You'll start with a default template that includes a "Call Start" node. We'll mo
</Step>
</Steps>

---

## 4. Configure Phone Number

<Steps>
Expand Down Expand Up @@ -402,12 +406,6 @@ You'll start with a default template that includes a "Call Start" node. We'll mo
</Step>
</Steps>

## Final Workflow

<Frame caption="Complete appointment scheduling workflow with branching logic for booking, rescheduling, and canceling appointments">
<img src="../../static/images/workflows/examples/appointment-scheduling.png" alt="Barbershop appointment scheduling workflow showing conversation nodes, tool integrations, and conditional routing" />
</Frame>

## Next Steps

Just like that, you've built an automated appointment scheduling workflow that can handle inbound calls, manage bookings, and provide 24/7 availability for your barbershop.
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12 changes: 6 additions & 6 deletions fern/workflows/examples/clinic-triage-scheduling.mdx
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Expand Up @@ -25,6 +25,12 @@ Build an AI-powered clinic receptionist workflow that handles patient triage, ap

We will be creating a triage and scheduling workflow for Riverside Family Clinic, a primary care practice that wants to improve patient access while ensuring appropriate care routing and emergency response through sophisticated workflow automation.

## Final Workflow

<Frame caption="Complete medical triage and scheduling workflow with emergency detection, symptom assessment, and clinical routing">
<img src="../../static/images/workflows/examples/clinic-triage-scheduling.png" alt="Clinic triage workflow showing patient verification, medical assessment nodes, emergency routing, and appointment scheduling" />
</Frame>

---

## 1. Create a Knowledge Base
Expand Down Expand Up @@ -538,12 +544,6 @@ You'll start with a default template that includes a "Call Start" node. We'll mo
</Step>
</Steps>

## Final Workflow

<Frame caption="Complete medical triage and scheduling workflow with emergency detection, symptom assessment, and clinical routing">
<img src="../../static/images/workflows/examples/clinic-triage-scheduling.png" alt="Clinic triage workflow showing patient verification, medical assessment nodes, emergency routing, and appointment scheduling" />
</Frame>

## Integrating with Real Systems

This example uses JSONPlaceholder for demonstration purposes. To integrate with your actual healthcare systems:
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12 changes: 6 additions & 6 deletions fern/workflows/examples/ecommerce-order-management.mdx
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Expand Up @@ -25,6 +25,12 @@ Build an AI-powered e-commerce customer service workflow that handles order inqu

We will be creating an order management workflow for TechGear Online, an electronics retailer that wants to automate customer service calls and improve order resolution times through sophisticated workflow automation.

## Final Workflow

<Frame caption="Complete e-commerce customer service workflow with order tracking, return processing, and VIP customer routing">
<img src="../../static/images/workflows/examples/ecommerce-order-management.png" alt="E-commerce support workflow showing customer identification, inquiry routing, order tracking, and return processing flows" />
</Frame>

---

## 1. Create a Knowledge Base
Expand Down Expand Up @@ -554,12 +560,6 @@ You'll start with a default template that includes a "Call Start" node. We'll mo
</Step>
</Steps>

## Final Workflow

<Frame caption="Complete e-commerce customer service workflow with order tracking, return processing, and VIP customer routing">
<img src="../../static/images/workflows/examples/ecommerce-order-management.png" alt="E-commerce support workflow showing customer identification, inquiry routing, order tracking, and return processing flows" />
</Frame>

## Integrating with Real Systems

This example uses JSONPlaceholder for demonstration purposes. To integrate with your actual e-commerce systems:
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12 changes: 6 additions & 6 deletions fern/workflows/examples/lead-qualification.mdx
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Expand Up @@ -25,6 +25,12 @@ Build an AI-powered outbound sales workflow that qualifies leads, handles object

We will be creating an outbound sales workflow for TechFlow Solutions, a B2B software company that wants to automate their lead qualification process with sophisticated branching logic to handle different prospect scenarios and increase appointment booking rates.

## Final Workflow

<Frame caption="Complete outbound sales qualification workflow with lead scoring, objection handling, and automated CRM integration">
<img src="../../static/images/workflows/examples/lead-qualification.png" alt="Sales qualification workflow showing lead lookup, permission-based routing, BANT qualification, demo scheduling, and CRM updates" />
</Frame>

---

## 1. Create a Knowledge Base
Expand Down Expand Up @@ -527,12 +533,6 @@ You'll start with a default template that includes a "Call Start" node. We'll mo
</Step>
</Steps>

## Final Workflow

<Frame caption="Complete outbound sales qualification workflow with lead scoring, objection handling, and automated CRM integration">
<img src="../../static/images/workflows/examples/lead-qualification.png" alt="Sales qualification workflow showing lead lookup, permission-based routing, BANT qualification, demo scheduling, and CRM updates" />
</Frame>

## Integrating with Real Systems

This example uses JSONPlaceholder for demonstration purposes. To integrate with your actual sales systems:
Expand Down
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