Skip to main content

Documentation Index

Fetch the complete documentation index at: https://docs.decisional.com/llms.txt

Use this file to discover all available pages before exploring further.

​
Before You Start

You’ll need a Decisional account. Sign up here if you haven’t already.

​
Step 1: Describe What You Want

Go to agents.decisional.com and sign in. You’ll see a prompt box on the home page.
Tell Decisional what you want your agent to do in plain English. For example: 
Every morning, check my CRM for new deals that closed yesterday,
pull the contract PDF from each deal, extract the key terms,
and add a row to my spreadsheet with the deal name, value, and renewal date.
You can also upload files for context — spreadsheets, PDFs, price lists, templates — whatever your agent needs to understand the job.
Be specific about what you want the outcome to look like. The more detail you give, the better your agent will be.

​
Step 2: Review the Agent Plan

Once you submit, Dex starts a conversation to understand what you need. The agent may ask clarifying questions, then identifies the integrations and tools required for the job. After that, your agent writes up a set of instructions — a plain-English summary of exactly what it will do, step by step. You’ll get to review these instructions before anything is built. If something’s off, just tell it to change it.

​
Step 3: Build Your Workflow

Once you approve the instructions, build the workflow. Decisional breaks your instructions into nodes, writes the logic for each step, and wires the graph together. You can watch it build in real time from the Workflow tab. When it’s done, you’ll see the complete workflow laid out as a visual graph — each node representing a step your agent will execute.

Workflows

Learn how trigger nodes, task nodes, action nodes, AI nodes, RAG nodes, and gate nodes fit together.

​
Step 4: Connect Your Integrations

Your agent needs access to the apps in your workflow. There are two ways to connect them:
  • Connections — Open the connections panel on your agent page to see which integrations are needed and connect them directly.
  • Ask your agent — Just tell your agent to connect an integration in the chat, such as “connect my email”, and it will walk you through it.
Once you click connect, you’ll authorize access through the app’s standard OAuth flow. Decisional stores the connection and makes it available to the agent according to your workspace and tool policy.
Hover over any tool or trigger in the connections panel to see exactly where it’s used in your agent’s workflow.
You can also manage all your integrations from the Integrations page in the sidebar.

​
Step 5: Test Your Agent

Before going live, run a test to make sure everything works. Your agent will walk through its workflow step by step. For action nodes (things that write data, send emails, etc.), it pauses and asks for your approval before executing.

Approvals and Policy

Learn when agents ask for approval, how bypass approvals work, and where global policy is configured.
Review the results, check the output, and if something needs tweaking — just tell your agent in the chat.

​
Step 6: Go Live

When you’re happy with the test, set your agent live. You can configure it to run:
  • On a schedule — every morning, every hour, weekly, whatever you need
  • On triggers — when a message, form submission, or connected-app event arrives
  • On demand — run it manually anytime

​
Step 7: Monitor and Manage

Once live, you can see all your agent’s runs from the Runs tab. Each run shows:
  • Status (Running, Completed, Failed, Needs Approval)
  • What happened at each step
  • The files and data your agent produced
Need to change something? Ask Dex for the change, then use Operator Mode for configuration-level edits.

​
Next Steps

Core Concepts

Learn about Agents, Workflows, Integrations, and Runs

Working with Agents

Deep dive into agent configuration and management

Dex and Agent Modes

Understand Chat Mode, Operator Mode, and Run Mode

​
Need Help?

Join Our Community

Get help from our team and other users on Discord

Contact Support

Reach out to our support team