The Copilot.Live AI Tools workflow template lets you integrate AI-powered tools into any Boltic workflow using a visual, no-code interface. It begins with a Webhook Trigger that listens for incoming events, uses a Switch Case node to route logic based on input, and finally invokes Copilot Tool nodes to execute specific AI actions. This structure is ideal for building modular, dynamic automations that respond to real-time payloads without writing backend code.

This template is perfect for teams looking to automate tasks like content generation, data enrichment, or AI-based decision-making. It leverages the power of Copilot.Live’s AI Tools within Boltic’s workflow engine.

For complete setup instructions and node configuration details, refer to the official documentation: https://docs.copilot.live/ai-actions/workflow

1. Start with the Template – Click “Use Template” in Boltic to clone the workflow.

2. Set Up Webhook Trigger – Define your endpoint and configure authentication (if needed).

3. Define Switch Logic – Use the event value in the payload to branch actions (e.g., getreport, sendemail).

4. Configure Copilot Tools – Add tool name, description, parameters, and surfaces for execution.

5. Deploy & Test – Send sample payloads to trigger the workflow and verify AI tool execution.

For detailed steps and examples, check the full guide here: docs.copilot.live/ai-actions/workflow