Worker Configuration — Step Automation (Stage Automation)

URL: https://app.getdarwin.ai/ou/{orgId}/workforce/worker/{workerId}Tab: Step Automation (selected by default)

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1. Worker Header

Element	Type	Description
Avatar	Image	Worker icon/avatar
Worker Name	Combobox	Dropdown to switch between workers (e.g., "Homie Asistente")
Worker ID	Text	Numeric identifier (e.g., "6122")
Use Case	Badge	Worker type (e.g., "Sales Qualification")

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2. Worker Navigation Bar

2.1 Top Actions

Action	Type	Description
Workers	Button (back)	Returns to the workers list (Workforce)
Delete AI Employee	Button (destructive)	Permanently removes the worker

2.2 Configuration Tabs

#	Tab	Description
1	Knowledge Base	Worker's individual knowledge
2	Step Automation	Pipeline and stage configuration (selected by default)
3	Skills & Tools	Skills and tools available to the worker
4	Feedbacks	Worker feedback and evaluations
5	Identity	Personality, name, avatar, and tone of voice

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3. Step Automation — Structure

3.1 Control Bar

Element	Type	Description
Step Configuration	Button toggle (pressed)	Detailed edit mode for each stage
Step View	Button toggle	Flow visualization mode (diagram)
Sorting	Combobox	Stage sorting criterion (e.g., "Pipeline Order")

3.2 Pipeline Structure

The page displays multiple pipelines, each as an expandable section:

Pipeline: Pipeline Name
├── Stage 1
│   ├── Objective
│   ├── Skills & tools
│   └── Next Stages
├── Stage 2
│   ├── Objective
│   ├── Skills & tools
│   └── Next Stages
├── ...
└── [+ Add Stage]

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4. Stage Card

4.1 Stage Header

Element	Description
Icon	🤖 (AI handles) or 👤 (human handles)
Stage Name	Stage title (heading 6)
Duplicate Stage	Button — clones the stage
Settings	Button (gear) — opens advanced settings
Delete	Button (trash) — removes the stage

4.2 Section: Objective

Element	Type	Description
Title	Heading 6	"Objective"
Content	Expandable text	Detailed instructions on what the AI should do in this stage
Expand/Collapse	Icon	Shows/hides the full text

Objective Example:

"Tu objetivo es obtener los datos necesarios para avanzar. Como ya saludaste en el paso anterior, solicita de forma directa pero formal el: -Nombre del Cliente - Casa de Interés."

4.3 Section: Skills & Tools

Element	Type	Description
Title	Heading 6	"Skills & tools"
Tools List	Cards	Tools/skills linked to the stage
Expand/Collapse	Icon	Shows/hides the list

Each linked tool/skill appears as a card with:

• Icon
• Tool name (e.g., "Mari", "Casas Homie", "Sitio", "Homie Principal")

4.4 Section: Next Stages

Element	Type	Description
Title	Heading 6	"Next Stages"
Transitions List	Cards	Which stages the conversation can move to
Expand/Collapse	Icon	Shows/hides the list

Each transition displays:

Element	Description
Stage icon	Visual identifier
Next stage name	Transition destination
Condition ("When")	Criterion to transition

Condition Examples:

• "When: El usuario proporciona tanto su Nombre como la Casa de Interés."
• "When: El cliente selecciona una nueva casa de la lista proporcionada."
• "When: Cuando el cliente diga que no quiere ninguna casa"

4.5 State: Unconfigured Stage

┌─────────────────────────────────────────┐
│ 🤖 Stage Name                           │
│                                         │
│ This stage requires configuration       │
│ before it can be used in the workflow.  │
│                                         │
│ Click the button below to configure     │
│ this stage.                             │
│                                         │
│ [ Handle this stage with [Worker] ]     │
└─────────────────────────────────────────┘

4.6 State: Human Stage

┌─────────────────────────────────────────┐
│ 👤 Stage Name                           │
│                                         │
│ This stage is handled by humans.        │
│                                         │
│ Click the button below to configure     │
│ this stage.                             │
│                                         │
│ [ Handle this stage with [Worker] ]     │
└─────────────────────────────────────────┘

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5. Pipeline Types

Type	Identifier	Description
orchestrator	Orchestrator pipeline	Routes the conversation to the correct pipeline
sales-qualification	Sales pipeline	Qualification and closing flow
support	Support pipeline	Service and resolution flow

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6. Available Actions in Step Automation

Action	How to access
Toggle View	Toggle "Step Configuration" / "Step View"
Change Sorting	"Sorting" combobox
Duplicate Stage	"Duplicate Stage" button on the card
Configure Stage	Gear button on the card
Delete Stage	Trash button on the card
Add Stage	"Add Stage" button at the end of each pipeline
Expand/Collapse Objective	Click the Objective section
Expand/Collapse Tools	Click the Skills section
Expand/Collapse Next Stages	Click the Next Stages section
Configure unconfigured stage	"Handle this stage with [Worker]" button
Delete Worker	"Delete AI Employee" button
Back to Workers	"Workers" button

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7. Real Pipeline Example (Homie Asistente)

Pipeline 1: Calificación de Clientes (orchestrator)

Calificación de Interés (🤖)
├── Objective: Classify intent (Ventas vs Soporte)
├── Tools: Mari, Casas Homie, Sitio, Homie Principal
└── Next Stages:
    ├── → Incoming sales (interest in buying/renting)
    └── → Incoming support (technical/admin problems)

Detectar Interés en Automatización (🤖) [not configured]
Consulta de Servicios (🤖) [not configured]
Transferir a Asesor (👤) [human]

Pipeline 2: Ventas (sales-qualification)

Incoming sales (🤖)
├── Objective: Request Name + House of Interest
├── Tools: Mari, Casas Homie, Sitio, Homie Principal
└── Next Stages:
    └── → Entrega de información (Name + House provided)

Entrega de información (🤖)
├── Objective: Look up price, location, features
├── Tools: Mari, Casas Homie, Sitio, Homie Principal
└── Next Stages:
    ├── → Cierre y agendamiento (customer confirms interest)
    └── → Búsqueda alternativa (customer did not like it)

Cierre y agendamiento (🤖)
├── Objective: Schedule a visit (Google Calendar) or transfer to advisor
├── Tools: Mari, Casas Homie, Sitio, Homie Principal
└── Next Stages:
    └── → Asesor (customer asks to speak with a human)

Búsqueda alternativa (🤖)
├── Objective: Look for other options (area, price)
├── Tools: Mari, Casas Homie, Sitio, Homie Principal
└── Next Stages:
    ├── → Cierre y agendamiento (new house selected)
    └── → No interesado (does not want any)

No interesado (🤖)
├── Objective: Close professionally, save profile
├── Tools: Mari, Casas Homie, Sitio, Homie Principal
└── Next Stages: None (end of flow)

Asesor (👤) [human]

Pipeline 3: Soporte (support)

Incoming support (🤖)
├── Objective: Classify problem (technical/payments/contract)
├── Tools: Mari, Casas Homie, Sitio, Homie Principal
└── Next Stages:
    └── → Resolución (problem info provided)

Resolución (🤖)
├── Objective: Find a solution in the Knowledge Base
├── Tools: Mari, Casas Homie, Sitio, Homie Principal
└── Next Stages:
    └── → Cierre (solution delivered)

Cierre (🤖)
├── Objective: Confirm resolution or transfer to a human
├── Tools: Mari, Casas Homie, Sitio, Homie Principal
└── Next Stages:
    └── → Asesor (customer asks for a human)

Asesor (👤) [human]