Create Your First Pipeline

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Introduction

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Step 1: Navigate to the Pipelines Menu

1. Open the Sidebar:
   • From the main platform navigation, locate and click Pipelines in the sidebar.
2. Access the Pipelines Dashboard:
   • You’ll see a list of all existing pipelines for your project (if any).
   • If this is your first time, the list will be empty.

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Step 2: Create a New Pipeline

1. Start Pipeline Creation:
   • Click the + Create button located at the top of the main sidebar.
2. Configure General Information:
   • Name: Enter a unique, descriptive name for your pipeline (e.g., “Data Processing Workflow”, “Report Generation Pipeline”).
   • Description: Provide a clear description of what your pipeline will do.
   • Tags (optional): Add relevant tags by typing tag names or selecting from existing ones.
3. Save Initial Pipeline:
   • Click Save to create your initial pipeline.
   • This creates the “latest” version of your pipeline.
4. Configure Optional Features:
   • Welcome Message (optional): Add a message that users see when they first interact with your pipeline.
   • Conversation Starters (optional): Create predefined prompts to help users get started quickly.
5. Save Your Configuration:
   • Click Save again to preserve your additional configurations.

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Step 3: Add Toolkits, Agents, or Pipelines

After saving your initial pipeline, the TOOLKITS section becomes available with three integration options to enhance your pipeline’s functionality.

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Add a Toolkit

1. Access Toolkits Section:
   • In your pipeline configuration, scroll to the TOOLKITS section.
2. Add a Toolkit:
   • Click the + Toolkit button.
   • Select Existing Toolkits: Browse and choose from available toolkits in the platform’s toolkit library, or
   • Create New Toolkit: Click the + Create new button to build a custom toolkit for your specific requirements.

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Add an Agent

1. Click the + Agent Button:
   • This allows you to incorporate existing agents into your pipeline workflow.

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Add a Pipeline

1. Click the + Pipeline Button:
   • This allows you to nest other pipelines within your current pipeline.

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Step 4: Design Your Pipeline Workflow

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Using the Flow Designer

1. Access Flow Designer:
   • Navigate to the Configuration tab.
   • Select the Flow tab to visually design your pipeline.
2. Add Nodes:
   • Click the + icon to add new nodes.
   • Choose from available node types: Agent, Condition, Decision, Function, LLM, Loop, Loop from Tool, Pipeline, Router, State Modifier, Tool, and Custom.
3. Connect Nodes:
   • Drag and drop connections between nodes to establish workflow logic.
   • Use the End node to define pipeline completion.
4. Customize View:
   • Zoom in or out for better navigation.
   • Adjust the view for managing complex workflows.

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Using the YAML Editor (Optional)

1. Switch to YAML:
   • Click the YAML tab for advanced code-based configuration.
2. Define Workflow:
   • Write complex workflows, conditions, and logic using YAML syntax.
   • Fine-tune node configurations and set advanced parameters.
3. Validate Syntax:
   • Ensure your YAML syntax is correct before saving.

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Step 5: Test and Execute Your Pipeline

1. Navigate to Run Tab:
   • Click on the Run tab to access the execution environment.
2. Select AI Model:
   • Choose an appropriate AI model from the dropdown (e.g., gpt-4o-2024-11-20).
3. Adjust Parameters (optional):
   • Temperature: Control creativity level (0.1 for consistent, 1.0 for creative).
   • Top P: Adjust word selection diversity.
   • Max Completion Tokens: Set response length limit.
4. Start Execution:
   • Use a Conversation Starter (if configured), or
   • Type your question or command directly.
   • Use simple commands like “Go”, “Start Generating”, “Execute”, or “Run it”.
   • Click Send to execute your pipeline.

Monitor Execution:

• View the pipeline execution flow and results in real-time.
• Track execution progress and analyze outputs.

Post-Execution Actions:

• Copy Output: Click the copy icon to save results.
• Regenerate: Click regenerate if output isn’t satisfactory.
• Continue Dialogue: Type follow-up questions or commands.

Version Management:

• Save: Update the current “latest” version or the current named version
• Save As Version: Create a new named version
• Publish: Submit for approval to make publicly available

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Step 6: Add Your Pipeline to Conversations

The primary way to use your pipeline is by adding it to conversations for collaborative work.

1. Navigate to Chat Menu:
   • Go to the Chat section from the main sidebar.
2. Start a New Conversation:
   • Click + Create to start a new conversation.
   • Or select an existing conversation where you want to add your pipeline.
3. Add Your Pipeline:
   • At the bottom of the chat, you can see the switch to assistant icon.
   • To switch assistants (e.g., select a Pipeline):
     • Click the Switch assistant icon.
     • In the “Frequently Used” list, click your pipeline name (e.g., Data Processing Workflow) to select it.
     • Alternatively, type # followed by your pipeline name (e.g., #Data Processing Workflow) in the input box to quickly select an assistant
   • Alternative Method: Click the + button on the PARTICIPANTS panel next to the Pipeline section to add your pipeline directly to the conversation.
4. Interact with Your Pipeline:
   • Type your question or request and send it.
   • Your pipeline will respond based on its workflow design and available toolkits.

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Next Steps

Now that you’ve created your first pipeline, consider:

• Adding more toolkits to expand integration capabilities
• Creating complex workflows with multiple node types
• Building nested pipelines for modular workflow design
• Setting up monitoring for performance optimization
• Publishing versions for team collaboration

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