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Agent Studio

Agent Studio is Statisfy’s powerful no-code platform for building intelligent AI agents and automated workflows. Using a visual drag-and-drop interface, you can create sophisticated automations that respond to customer events, process data, and take actions automatically.

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What Can You Build?

Automations

Visual workflows that trigger on events and schedules (e.g., customer events, scheduled times, system events, or webhooks) and execute a series of actions automatically

AI Agents

Intelligent agents powered by LLMs that can reason, use tools, and make decisions

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Key Concepts

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Automations (Flows)

Automations are visual workflows built by connecting nodes (components) together. Each flow starts with a trigger that defines when the automation runs, followed by processing, logic, and action nodes. 
Trigger → Process Data → Conditional Logic → Take Action
Example use cases:
  • Send a Slack alert when a customer’s health score drops
  • Create a task when a renewal is approaching
  • Update Salesforce when an opportunity stage changes
  • Send personalized emails based on customer segments

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AI Agents

AI Agents go beyond simple automations by incorporating large language models (LLMs) that can:
  • Understand context and make intelligent decisions
  • Use tools to fetch information and take actions
  • Generate personalized content like emails and summaries
  • Analyze data and provide recommendations

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Getting Started

Automations Concepts

Learn the fundamental concepts of building automations

Your First Automation

Step-by-step guide to creating your first automation

Component Reference

Browse all available triggers, actions, and logic components

AI Agents

Learn how to build intelligent AI agents

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AI Workflow Assistant

Agent Studio includes a built-in AI Workflow Assistant that helps you build automations through natural language conversation. Instead of manually dragging components, you can describe what you want and the assistant will add the right components to your canvas. To use the assistant:
  1. Open any automation in Agent Studio (or create a new blank one)
  2. Click the AI Assistant button in the top-right toolbar
  3. Describe what you want to build, e.g., “When an account becomes at-risk, send a Slack alert and create a follow-up task”
  4. The assistant suggests and adds components to your canvas
  5. Review and configure the added components
The AI Assistant is available on both empty canvases (to start building from scratch) and existing workflows (to add more components).

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How It Works

  1. Choose a Trigger - Select what event starts your automation (e.g., account segment change, task created, scheduled time)
  2. Add Processing Nodes - Transform and prepare your data using processing components
  3. Add Logic - Use conditional routing to create different paths based on your data
  4. Configure Actions - Add actions like sending emails, creating tasks, updating fields, or calling external APIs
  5. Add Workflow Controls - Optionally add pauses (Sleep) or human approval gates (Human-in-the-Loop)
  6. Test & Deploy - Test individual nodes and the full flow before activating

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Architecture

Agent Studio uses a node-based architecture where:
  • Nodes are individual components that perform specific functions
  • Connections link nodes together, passing data from one to the next
  • Data flows through the automation as structured objects
  • Context provides access to entity information (account, task, user, etc.)
Automations run with scoped access to your Statisfy data—either Global (all accounts) or Account-limited (specific accounts only), depending on your configuration. SQL queries execute in read-only mode, and integrations use the configured credentials with their associated user permissions. All automations respect your organization’s permissions and data isolation.