Procedures
Task-specific instructions your agent loads when relevant
Overview
A procedure contains instructions for one specific task. Each procedure has a trigger that describes when it applies and content that describes what to do. When a conversation matches the trigger, the agent loads the procedure.
Use procedures when your agent needs to handle many distinct tasks. One example use case is a customer support agent, where each procedure covers one type of request: refunds, identity verification, account recovery, or connection troubleshooting.

Procedure types
There are two kinds of procedures:
- Free-form procedures are written as natural-language instructions the agent interprets and adapts to the situation.
- Structured procedures are an ordered list of typed steps the agent runs the same way every time.
You can use both kinds, alongside workflows, on the same agent. The agent picks the relevant procedure from its trigger, regardless of type.
When to use procedures
Every agent has a system prompt. Procedures and workflows are two alternative ways to add structure on top. Pick based on how much the conversation can vary.
Manage procedures
The dashboard is the recommended way to build procedures. Use the API to manage procedures programmatically or integrate them into deployment tooling.
Build via the dashboard
Manage via the API
Open your agent in the dashboard, then select Procedures. Use + to create a free-form or structured procedure. See Free-form procedures and Structured procedures for authoring guidance.
Limitations
- A procedure’s content is capped at 50,000 characters.
- You cannot change a procedure’s type after creating it.
- Procedures belong to one agent. They cannot be shared across agents or stored as workspace-level resources.
- Duplicating an agent copies its procedures instead of sharing them. The copies receive new procedure IDs, so references in the duplicated agent must use those new IDs.
- Structured procedures cannot reference knowledge base documents.
Release status
Procedures are currently in Alpha. Expect the feature set, dashboard controls, and underlying schema to keep evolving before general availability; some changes may be breaking.