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Build Workflows & Templates

StreamSpace Studio provides a visual, drag-and-drop playground for designing, configuring, testing, and deploying custom AI agent workflows and automated pipelines.

1. Authentication & Studio Navigation​

Logging In​

  1. Go to the StreamSpace Studio portal (studio.streamspace.ai).
  2. Enter your Email or Username and Password.
  3. Complete the security captcha verification and click Sign In.

Welcome Dashboard Overview​

Once logged in, the Studio Welcome Screen provides immediate access to three primary hubs:

  • Workflows: Design, configure, manage, and deploy your custom automation workflows.
  • Executions: Monitor real-time logs, view run histories, and inspect system performance.
  • Templates: Browse, preview, and instantiate pre-built workflow templates.

Use the persistent left sidebar to navigate across modules:

  • Overview / Home: Return to the primary Studio dashboard.
  • Workflow: Open your repository of published and draft workflows.
  • Workflow Execution: Direct access to runtime execution logs.
  • Template: Access the ready-to-use template library.
  • Reports, Compliance & AI Governance Checklist: Manage enterprise oversight and regulatory compliance tracking.
  • Settings: Access workspace and user account preferences.

2. Creating Workflows from Pre-Built Templates​

Templates provide pre-wired node architectures designed for common AI agent applications and document-processing tasks.

Step 1: Browse the Template Catalog​

  1. Click Templates on the Welcome screen (or select Template from the left navigation bar).
  2. Browse the available solution cards, which include:
    • Interactive HTML Report: Transforms source data and documents into responsive, structured HTML reports.
    • Question & Answer Report: Analyzes provided documents to generate structured Q&A analyses and checklists.
    • Generate Draft Report: Assembles professional draft summaries and structured Markdown notes from source content.
    • Document Summary Report: Generates multi-level, concise executive summaries and key findings from uploaded documents.
    • AI Assistant: Pre-configured conversational assistant with knowledge base access and routing.
    • Brainstorming Assistant: Creative reasoning workflow for exploratory problem-solving and ideation.
    • Enterprise Agents: Specialized cards for Automated Document Processing, AI Project Delivery, Customer Success, Insurance Policy Renewal, and RFP Response Agent.

Step 2: Instantiate a Template​

  1. Click the Try It button on your desired template card (or Request to access if restricted).
  2. In the Add New Workflow popup modal, enter a unique workflow Name (e.g., Interactive HTML Report POC).
  3. Click Save.
  4. The studio will instantiate the template and automatically open the Workflow Playground canvas with all nodes and connections pre-assembled.
Template Sandboxing

Using pre-built templates is highly recommended for new builders. You can instantiate them as a sandbox, examine their pre-wired connection logic, and duplicate them to test experimental modifications.

3. Building Workflows from Scratch​

When pre-built templates do not match your architectural requirements, construct a workflow manually.

Step 1: Create a Flow Container​

  1. Open the Workflow module from the left navigation sidebar.
  2. Click the Create + button in the top-right corner.
  3. In the Add New Flow modal, configure the flow level settings:
    • Name: Assign a descriptive slug or title (e.g., Automation Google Sheet Workflow POC).
    • Type: Select the channel type—Message, Voice, or CSAT.
    • (Voice Type Settings):
      • Text to Speak: Set Language and Voice ID.
      • Background: Select background audio/noise options.
      • Speech To Text: Select STT Provider and Language.
      • Alternative Language: Add fallback language support.
    • Smart Agent Configuration:
      • Provider: Select your LLM gateway (e.g., OpenAI, Anthropic, Open Router, Bedrock, Google).
      • Model: Choose the foundation model (e.g., google/gemini-2.5-flash, claude-3-5-sonnet).
      • Model Parameters: Adjust Temperature, Output Tokens, Top P, Frequency Penalty, Presence Penalty, Stop Sequences, and Seed.
      • Guardrail: Attach pre-configured safety guardrails.
      • Analyst Agent & Routing Key: Configure orchestration routing if applicable.
  4. Click Save to create the flow and open the visual canvas.
Smart Agent Settings

The provider, foundation model, and parameters defined in the flow-level Smart Agent Configuration set the default configurations for your workflow. However, you can override these defaults for individual nodes inside their respective sliders.

Step 2: Manage Existing Flows​

From the Workflow table view, you can:

  • View details: Name, Type, Version, and Publication Status (Published vs. Unpublished).
  • Use the Actions (...) menu to Edit, Duplicate, or Delete an existing flow.

4. Visual Playground & Node Library Overview​

The Workflow Playground canvas provides full control over node composition and data pipelines.

Playground Controls & Canvas Tools​

  • Search Nodes: Use the top search bar to quickly highlight specific nodes on large canvases.
  • Debug & Run Once: Run dry-run executions to validate node input/output schemas step-by-step.
  • Variable Inspectors (Top Right):
    • Conversation Variables: Dynamic data stored throughout the session lifecycle.
    • System Variables: Built-in runtime parameters.
    • Environment Variables: Secure, global configuration keys.
  • Version History & Publish: Inspect iteration history, compare commits, and deploy changes live.
  • Canvas Controls (Bottom Right): Interactive zoom-in, zoom-out, percentage scale, and fit-to-screen controls.
  • Canvas Minimap & Panning: Drag to navigate large topologies.

Node Library Explorer​

Click the Add Block (+) icon in the left toolbar to open the Node Library. It contains two main sections:

1. Native Nodes (Nodes Tab)​

  • AI Capabilities: Core Agent, Text Definition, Tool Return, MCP Server, MCP Server Trigger, Memory, Intent Classifier, Sentence Buffer, Link Parser.
  • Contact Actions: Fetch Contact, Modify Contact.
  • Engage & Route: Human Handoff.
  • Send Message: Send Text Message, Card, Carousel, Media, Location.
  • Collect: Get User Input, Message With Buttons.
  • Logic: Condition, Multi-Condition, Variables, Retrieve Session Variable, Report Variables, Business Hours.
  • Built-in Tools: Sleep, Manual Trigger, Flow Transfer, Audio To Text, Code, Webhook, Respond to Webhook, Send E-Mail, Link Generator.
  • Loop: Loop, Break Loop, Continue Loop.
  • Insights: Export HTML, Export Markdown.
  • Data Processing & Enterprise Blocks: Knowledge Retrieval, Fetch Previous Conversation, Stage/Reset/Purge Document Text, Document Extractor, Guidewire Actions, MuleSoft, Snowflake.

2. External Tools & Connectors (Tools Tab)​

Integrate external APIs and services into your flow:

  • Productivity & Storage: Google Drive, Google Sheets, Microsoft Excel 365, OneDrive, SharePoint, Box, Airtable, Notion.
  • CRM & Helpdesk: Salesforce, HubSpot, Zendesk, Freshdesk, Freshservice.
  • Communication & Messaging: Slack, Microsoft Teams, Discord, WhatsApp Business Cloud, Telegram, Twilio, SendGrid.
  • Cloud & DevOps: AWS (Lambda, S3, SES, SNS, Textract, Transcribe, Comprehend), GitHub, GitLab, Jira, Jenkins.
  • Databases: PostgreSQL, MySQL, Redis, MongoDB, Snowflake, Azure Cosmos DB.

5. Wiring Nodes & Configuring Parameters​

Adding & Connecting Nodes​

  1. In the Node Library, find your target node (or search for a connector like Microsoft Excel 365 or Core Agent).
  2. Drag the node onto the canvas surface and release.
  3. Hover over an Output Port (circle on the right side of a node), click and drag a connector line to the Input Port (left side) of the target node.

Configuring Third-Party Integration Nodes (e.g., Microsoft Excel 365)​

  1. Double-click the node to open the configuration slider on the right.
  2. Under Credentials, select an active credential from the dropdown or click Add Credential to configure OAuth/API tokens.
  3. Select the Resource (e.g., Table or Worksheet) and the Operation (e.g., Append Rows To Table, Create a Table, Get Rows).
  4. Select the target Workbook, Sheet, and Table from your connected workspace.
  5. In the Data Mode / Values to Send section, map incoming workflow variables to target table column fields.
Credentials Scope

Ensure that any credentials bound to integration nodes (such as Google Sheets, Salesforce, or Mulesoft) are active and authorized in your account. Running a workflow with expired credentials will cause the integration node to fail.

Configuring AI Agent Nodes (Core Agent)​

  1. Double-click the node to open the configuration slider on the right.
  2. Adjust parameters across the tabs:
    • Configuration Tab:
      • Prompt Enable: Enter the agent system instructions using natural language and bracketed variables (e.g., {input_query}).
      • Context: Inject dynamic retrieval context or session parameters.
      • User Message: Define incoming template payload structures.
      • Stream Output & Reasoning: Enable real-time response streaming or CoT reasoning extraction.
      • Output Variables: Map generated fields (e.g., node_output, reasoning, tool_calls, thought, action, finalAnswer) to JSON paths.
    • Providers Tab: Override the default LLM provider, model, temperature, and token budgets specifically for this block.
    • Advanced Settings Tab: Configure Tool Calling Modes (Parallel Tool Calls, Allowed Tool Lists) and define Structured Output JSON schemas (Root Schema) to enforce strict formatting on generated data.

Exporting & Reusing Workflows​

  • Click the Export icon on the left canvas toolbar to download the full workflow schema as a portable JSON asset.
  • Use the Import tool to instantly import and restore flow graphs into new projects or staging environments.