Agent Workflow Planner

A guided launch workflow surface mixing checkpoints, playbooks, and handoffs so agents and humans stay aligned.

Features

  • Structured Steps: Styled checkpoint list clarifies status, owners, and ETAs
  • Playbook Drawer: Expandable templates show detailed task sequences with handoffs
  • Action Queue: Distinguish agent vs human items for immediate follow-up
  • Chat Ready: Compact layout fits inside messages without horizontal scroll

Examples

Launch Template

Week of March 17

Launch readiness

Review milestones, reusable procedures, and the next required decisions.

01

Confirm requirements

Complete

Validated against customer requests

Product team

Due today

02

Review design handoff

Active

Review updated interaction notes

Design team

12:30 PM

03

Prepare enablement

Upcoming

Prepare launch documentation

Operations

Tomorrow

Playbooks

  1. 1. Provision credentials
  2. 2. Sync policies
  3. 3. Validate prompt behavior

Handoff: Human quality review

Next actions

Upload annotated design document

The review is waiting for updated callouts

Approve pricing adjustments

Three options are ready for review

Generate onboarding email

A copy draft is queued

Customer Health Sprint

Sprint 14

Customer health rescue

Review milestones, reusable procedures, and the next required decisions.

01

Map risk signals

Active

Pulling churn risk cohorts

Agent Radar

Now

02

Prep outreach sequences

Upcoming

Draft sequences for top 50 accounts

Agent Story

15:30

03

Enable playbooks

Upcoming

Agent Relay

Tomorrow

Playbooks

  1. 1. Cluster signals
  2. 2. Recommend offers
  3. 3. Sync outreach

Handoff: Human CSM review

Next actions

Approve outreach copy

Agent Story awaiting legal go-ahead

Generate offer matrix

Agent Ledger building pricing flow

Chat Embed

Workflow Coaching Chat

Planner surface embedded inside an agent conversation.

Create a rollout workflow for the new onboarding bundle and show me the checkpoints.
WF

Here’s the current plan. I’ll flag when handoffs need your signoff.

Week of March 17

Launch readiness

Review milestones, reusable procedures, and the next required decisions.

01

Confirm requirements

Complete

Validated against customer requests

Product team

Due today

02

Review design handoff

Active

Review updated interaction notes

Design team

12:30 PM

03

Prepare enablement

Upcoming

Prepare launch documentation

Operations

Tomorrow

Playbooks

  1. 1. Provision credentials
  2. 2. Sync policies
  3. 3. Validate prompt behavior

Handoff: Human quality review

Next actions

Upload annotated design document

The review is waiting for updated callouts

Approve pricing adjustments

Three options are ready for review

Generate onboarding email

A copy draft is queued

Installation

npx shadcn@latest add "https://agents-ui.github.io/agents-kit/c/agent-workflow-planner.json"

API Reference

AgentWorkflowPlanner

PropTypeDefaultDescription
programNamestring"Launch readiness"Header title
timeframestring"Week of March 17"Subtitle text
checkpointsWorkflowCheckpoint[]Sample checkpointsStep list data
playbooksWorkflowPlaybook[]Sample playbooksExpandable playbook cards
nextActionsActionItem[]Sample actionsQueue of pending tasks
onReplan() => void-Triggered by “Re-plan the week” button
onAcknowledge(item: ActionItem) => void-Invoked when marking action complete
classNamestring-Tailwind overrides

Types

interface WorkflowCheckpoint {
  id: string
  title: string
  owner: string
  eta: string
  status: "upcoming" | "active" | "done"
  notes?: string
}

interface WorkflowPlaybook {
  label: string
  description: string
  tasks: string[]
  handoff?: string
}

interface ActionItem {
  id: string
  label: string
  detail: string
  type: "agent" | "human"
}

Design Notes

  • max-w-4xl constraint keeps the layout tight across docs and embeds
  • Step badges reuse blue/emerald palette from other agent components
  • Expand behavior is stored locally but controlled via props for integration
Agent Revenue InsightsAgent Analytics Pulse