You decide when Odeo answers, acts and asks back.

With the workflow builder you build flows for your AI assistant by drag and drop. For every step you define which AI model works, which data it fetches and where it sends it. The test chat next to it shows right away whether everything runs as planned.

  • Over 30 plugins
  • Test chat next to the canvas
  • From the Professional plan
Example: workflow “Book a viewing” with settings, canvas and test chat

Simple with a prompt. Precise with a workflow.

For most questions the prompt is enough: you describe in your own words how Odeo should answer. For flows that have to run the same way every time, you build a workflow. Both work together in the same assistant.

Prompt

Simple and quick

You set tone, tasks and limits in your own words. Odeo answers from them and from your knowledge base, around the clock.

  • Set up in a few minutes
  • Answers from website, PDFs and documents
  • For questions, information and advice

Workflow

Precise and binding

You define step by step what happens: which details Odeo asks for, which model decides, which data it fetches and where it sends it.

  • Fixed steps that Odeo reliably follows
  • Actions such as a lead to the CRM or an email to the team
  • Flows that fit your business exactly

If a message matches a workflow, the workflow leads the conversation. If none matches, Odeo answers from the prompt as usual.

Your own workflow in three steps

  1. 1Describe or assemble

    Describe the flow in one sentence and Odeo drafts the workflow. Or add plugins with “+”, drag them into place and connect them.

  2. 2Define every step

    A click on a step opens its settings: text, AI model, condition, data source or target. Example phrases define when the workflow starts.

  3. 3Test and publish

    Play the flow through in the test chat. Before publishing, Odeo checks the workflow and marks errors right at the step. Every version stays saved.

Built for flows that have to be right

Every step is visible, adjustable and testable. That keeps it clear what your AI assistant does and why.

Describe with AI

You write in one sentence what should happen. Odeo drafts a workflow with the matching plugins and connections, which you then adjust step by step.

  • A draft from a single sentence
  • Matching plugins, already connected
  • Every step stays editable

The right model for every step

In every AI step you choose the model yourself: a fast one for classifying, a stronger one for a detailed answer. You choose from the models of your plan.

  • GPT-6 Luna, GPT-6.1 Terra or GPT-6.1 Sol
  • Decisions through fixed values, so visitor texts cannot redirect the flow
  • Exact values from your price lists instead of estimated answers

Test while you build

The test chat always sits next to the canvas and runs against your draft. Below every answer you see which steps ran and which branches were chosen.

  • A trace with steps, branches and values
  • The active step is marked on the canvas
  • Actions such as CRM or email are simulated in the test

You decide how independently Odeo acts

For each workflow you define whether Odeo only informs, asks the visitor before every action, waits for your team's approval or acts on its own.

  • Approval by your team in the client portal
  • Hand-off to a person as a live chat
  • If something fails, Odeo answers from the prompt as usual

Over 30 plugins in six groups

Every plugin is a step in the flow. You add it with “+” on a connection, drag it into place and set it up. New plugins are added continuously.

Conversation5

Questions, answers and input in the chat

  • Send message Fixed text or worded by the AI, with variables
  • Ask a question Captures text, email, phone, date or number and asks again if the answer is invalid
  • Choice buttons Shows buttons, each button is a branch of its own
  • Show form Several fields at once, for example for a callback
  • Show listings Shows properties as a list in the chat

AI6

Understand, classify and word

  • AI answer A prompt with its own model choice, optionally with your knowledge base
  • Classify text Assigns the message to categories you define
  • Extract data Reads fields such as property, date or contact from the conversation
  • Detect sentiment Positive, neutral or annoyed, each with its own branch
  • Summarise Summarises the conversation for CRM, email or hand-off
  • Detect / translate language Detects the language and translates texts

Knowledge3

Answers and exact values from your sources

  • Search knowledge base Searches all or selected sources
  • Query document / price list Returns exact values from Excel or CSV, even with typos
  • Property search Finds matching properties in onOffice

Logic9

Conditions, branches and times

  • Condition (if/else) Rules made of field, operator and value, with AND and OR
  • Branch by value Several cases for one value
  • Check collection item Checks whether a value is in a list or an API response
  • Set variable Sets or calculates text, number or date
  • Check date / time Weekday, time range, before or after a date
  • Check opening hours Weekly schedule, exceptions and Swiss public holidays by canton
  • Jump to another workflow Hands over to another workflow of the same agent
  • End workflow Completes the flow as done
  • Abort workflow Stops with a reason, Odeo answers from the prompt again

Integration8

Send data to your systems

  • Lead to CRM Hands over contact, history and summary, for example to onOffice
  • Send email To your team or to visitors, with template and variables
  • Call REST web service GET, POST, PUT and DELETE with authentication, response as variables
  • Call streaming API Streams the response of an endpoint live into the chat
  • Send webhook Reports an event to your system
  • Verify authentication Verifies visitors by code or through your API
  • Send SMS A short confirmation or code to a mobile phone
  • Book appointment Through Cal.com, Calendly or an API

Human3

Your team in the flow

  • Human approval Your team approves or declines in the client portal
  • Hand over to a person Live chat in the client portal, otherwise the contact form
  • Ask for feedback Satisfaction from 1 to 5

Workflow examples

Four typical flows from property management, window making, car dealerships and customer service. Each one can be adapted to your systems and rules.

  • Property management

    Book a viewing

    1. Ask a question property
    2. Show form contact
    3. Lead to CRM onOffice
    4. Send message confirmation

    Odeo asks for the property, takes the contact details in a form and hands the request over to onOffice.

    Go to the industry page
  • Window making

    Price information from the price list

    1. Extract data product, size
    2. Query price list Excel
    3. Condition over CHF 1,000
    4. Hand over to a person

    Up to CHF 1,000 Odeo quotes the exact price from your Excel list; above that, a person from your team takes over.

  • Car dealership

    Request a test drive

    1. Extract data model, day
    2. Check opening hours showroom
    3. Show form contact
    4. Lead to CRM sales

    Odeo recognises model and preferred day, checks the showroom opening hours and hands the request over to sales.

    Go to the industry page
  • Customer service

    Take a complaint

    1. Detect sentiment
    2. Extract data order, defect
    3. Summarise
    4. Send email to the team

    Odeo spots annoyed customers, records order and defect and sends your team a summary.

    Go to the feature

Fetch and send data, directly

Workflows fetch data from your knowledge base, from price lists and through REST interfaces and send it to your CRM, by email or by webhook. No middleware such as n8n is needed: the whole flow runs in Odeo. If an interface is missing, Sidora AG develops it.

  • Directly via existing interfaces such as REST API and webhooks
  • No middleware such as n8n or Zapier, no detours
  • If there is no interface, Sidora AG builds it
  • Direct integrations are quoted per project
Odeo
No middleware
  • onOffice
  • REST API
  • Webhooks
  • Email
  • Your application Interface built by Sidora AG

Availability by plan

Workflows are available from the Professional plan. In the Enterprise plan they are unlimited and include all plugins.

Compare all plans

Plans billed yearly, 2 months free

  • Starter

    No workflows, Odeo answers from the prompt

    CHF 393 per month CHF 49 billed monthly

  • Professional

    3 workflows per agent, GPT-6 Luna and GPT-6.1 Terra, “Lead to CRM” with the lead add-on

    CHF 124 per month CHF 149 billed monthly

  • Enterprise

    Unlimited workflows, all plugins including approval, live chat and SMS, all models

    CHF 289 per month CHF 349 billed monthly

Frequently asked questions

Answers on how it works, integration, data protection and pricing.

What is the Odeo workflow builder?

The workflow builder is a visual editor in the client portal where you build flows for your AI chatbot yourself. You add over 30 plugins by drag and drop, connect them and define for every step what happens: which details Odeo asks for, which AI model decides, which data is fetched and where it is sent. No programming skills are needed.

When do I need a workflow and when is the prompt enough?

For questions and information the prompt is usually enough: Odeo answers from your instructions and your knowledge base. You build a workflow for flows that have to run the same way every time, such as booking a viewing, taking a complaint or quoting an exact price from a price list. If a message matches a workflow, the workflow leads the conversation. If none matches, Odeo answers from the prompt as usual.

Can the AI help me build a workflow?

Yes. With “Describe with AI” you write in one sentence what should happen, for example “Take complaints and inform the team by email”. Odeo drafts a workflow with the matching plugins and connections. You then adjust every step and check the flow in the test chat.

Which AI models can I use in a workflow?

In every AI step you choose the model yourself, from the models of your plan: GPT-6 Luna and GPT-6.1 Terra in the Professional plan, plus GPT-6.1 Sol in the Enterprise plan. For example, you use a small model for quick classification and a stronger one for a detailed answer.

How do I test a workflow before it goes live?

The test chat sits next to the canvas and runs against your draft. Below every answer a trace shows which steps ran and which branches were chosen. Actions such as a lead to the CRM or an email are simulated in the test. The workflow can only be published once the check finds no errors. Earlier versions stay saved and can be restored.

What happens if a workflow gets stuck?

If something fails, the conversation automatically falls back to the configuration and Odeo answers from the prompt as usual. The chat always stays usable. For sensitive actions you define that Odeo asks the visitor first or waits for your team's approval. If needed, Odeo hands the conversation over to a person.

Do I need a tool such as n8n or Zapier for workflows?

No. The flows run directly in Odeo, without middleware. Workflows send data to your CRM, by email, through REST interfaces or by webhook. If an interface to your business application is missing, Sidora AG develops it. Direct integrations are quoted per project.

Which plans include the workflow builder?

Workflows are available from the Professional plan with 3 workflows per agent, from CHF 124 per month billed annually (CHF 149 monthly). In the Enterprise plan, from CHF 289 per month billed annually (CHF 349 monthly), workflows are unlimited, including human approval, hand-off as a live chat and SMS. In the Professional plan, the “Lead to CRM” plugin requires the lead add-on (+CHF 49 per month).

Which flow should Odeo take over for you?

We show you what a workflow for your business looks like and connect Odeo directly to your systems.

Developed and operated by Sidora AG, Winterthur

Notes

  1. Starter plan, billed yearly. Billed monthly: CHF 49 per month.