Conversation & AI block

How to use Sub Agent

Gives a specialized AI agent a narrow job inside a larger workflow.

01
Start here

Why use it

Use it when one focused task—research, qualification, summarization, or structured analysis—would make the main workflow clearer.

02
In context

Picture this

A B2B intake flow asks a research sub-agent to turn a company name and website into a short sales brief before the account executive calls.

03
Build it

Set it up

  1. Give the sub-agent one narrow responsibility.
  2. Provide only the tools and data it needs.
  3. Define the exact structured output the main workflow expects.
  4. Test its input and output before connecting it to live customer actions.
04
Keep moving

What comes next

After this block, use a human review, Update Contact, Create Task, or a specialist workflow.

05
Choose carefully

Avoid this when…

Avoid it when a simple Decision, field update, or one direct question will do.

Before you publish or activate: verify the current builder labels in Votel and test with dummy data. This independent guide describes the purpose and a safe setup approach; it does not replace Votel’s current product documentation or compliance advice.

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