Editing a custom workflow in SoterAI

If you are an owner or manager of the workspace that created a custom workflow, you can update its title, description, and instructions directly in SoterAI — no engineering support required.

How to edit a workflow

1. Go to the Workflows page and locate the custom workflow you want to update.
2. Click the ⋮ (more options) menu on the workflow tile.
3. Select Edit Workflow.
4. The record details modal opens, prepopulated with the workflow's current values.
5. Update Title or Description directly in the form, then click Save Changes.

To change what the workflow actually does — its instructions, the files it uses, or its steps — use the Open conversation button (see below). These cannot be edited by typing into them.

Why some fields can't be typed into

A custom workflow's instructions and steps are built through conversation with SoterAI, not filled in by hand. That is deliberate: the conversation is the record of what you asked for, so the workflow and your description of it never drift apart.

In the builder, this is what the Workflow Map shows you — a read-only view of the workflow, which you change by selecting a part of it and describing the change in the chat. See Understanding the Workflow Map in SoterAI.

In the edit modal, the same fields are shown as read-only. Hovering over one explains why and points you back to the chat.

Updating workflow instructions

To change the instructions:

1. Open the edit modal and click Open conversation to return to the original chat thread.
2. Describe the change you want — SoterAI will update the workflow accordingly.
3. Once the chat has applied the change, click Save Changes.

If the Open conversation button is not available (see below), start a new chat from the workflow tile and describe your updates there.

Opening the originating conversation

If the workflow was built from a chat conversation in SoterAI, an Open conversation button appears in the Edit modal. Clicking it takes you back to that thread, where you can review or extend the conversation before saving your changes.

The Open conversation button is not shown for cloned workflows, seeded workflows, or any workflow whose originating conversation is no longer accessible.

Testing your workflow before saving

You can run a trial of the workflow before you publish it, to check it produces the right output. Nothing you do in a test is saved to the workflow until you choose to keep it.

In the builder, Test sits in the action bar at the bottom of the Workflow Map and is available as soon as the workflow has a title, instructions and at least one valid step. SoterAI will also offer a test in the chat once it has finished building, alongside suggestions to refine the instructions or to talk through how the workflow fits your existing process.

A test runs the workflow against a sample input and returns the output in the chat so you can read it straight away. When it finishes, SoterAI summarizes what happened and may propose improvements — it asks before applying any of them. You can accept them all, ask for a narrower change, select one step to fix, decline, or run another test. There is no limit on how many times you test.

You do not have to use the suggested buttons — you can type a request for a test or a refinement in plain language instead.

Once you are satisfied, publish the workflow from the action bar.

How republishing works

• Saving edits republishes the workflow in place. There is no draft or staging step — changes are live as soon as you save.
• Updates apply to all workspaces where the workflow is currently shared.
• Existing sharing, enabled states, and any clones created from this workflow are unaffected by republishing.
• Versioning and the ability to revert to a previous version are not supported in this release.

Things to know

• Only owners and managers of the owning workspace see the ⋮ menu. Regular members see Use Now and the pin control only.
• If the workflow was shared from another workspace, you will see a Clone button instead of the ⋮ menu.
• To customize a shared workflow, clone it to create your own editable copy.
• Test runs happen within the builder chat session only and do not publish or share any output.