Quick Start
Create a Digital Employee
Digital Employees are created through a different path than workflows. In the admin panel, go to Digital Employees → Create Digital Employee.
Basic information to configure when creating:
- Name and Description: The Digital Employee's identifier
- Avatar: Select from presets or upload a custom avatar
- Underlying Models: Select one or more LLMs
- Work Mode: Choose Assistant mode, Standalone mode, or Dynamic mode
After creation, further configuration is needed:
- Behavior Definition: Write the three core documents (AGENTS.md / SOUL.md / IDENTITY.md) defining the Digital Employee's responsibilities, personality, and identity
- Knowledge Base: Associate knowledge bases and configure retrieval strategies
- Tools and Skills: Enable built-in tools, MCP tools, and attach skill packages
- Long-Term Memory: Enable memory and configure embedding and rerank models
For detailed instructions, see Digital Employee Overview and related sections.
Create a Workflow
Click "Create Now" and select a preset template to quickly create a workflow. Preset templates are designed for typical scenarios, and the workflow will be ready to run immediately after creation. You can freely modify the nodes and processes in the template to meet your specific business needs.
Create via Template
In the creation dialog, you can choose from various pre-built templates to instantly create useful workflows.

Copy an Existing Workflow
If you can see workflows created by other users in the tenant (with granted permissions), you can directly copy an existing workflow to create an identical functional copy.
Import via Source File
The platform supports exporting and importing workflow source files. You can obtain a source file and import it into a target workflow. After importing, the target workflow's process will match the source file's process.
Gendial has open-sourced several typical workflow source files on GitHub and Gitee.