> ## Documentation Index
> Fetch the complete documentation index at: https://koreai.mintlify.app/llms.txt
> Use this file to discover all available pages before exploring further.

# Get Started with AI for Process

Set up a workspace, configure AI models, and build your first AI-powered workflow in AI for Process.

## Prerequisites

* Kore.ai account with AI for Process access.
* Admin permissions for initial setup.
* (Optional) API credentials for external integrations.

## Access AI for Process

AI for Process is currently available on our US Cloud at [https://process.kore.ai](https://process.kore.ai/). To request access for your customers, partners, or prospects, [contact the Sales team](https://kore.ai/contact-us/).

1. Navigate to the Platform.
2. Select **AI for Process** from the product menu.
3. Choose or create a workspace.

## Workspace Setup

### Create a Workspace

A workspace is a logical grouping of workflows and configurations, typically organized by teams or projects.

* A default workspace is created automatically for each account.
* The current workspace appears in the application header and can be changed by using the workspace switcher.
* Switching workspaces updates the workflows, settings, and permissions in the interface.

### Invite Team Members

1. Go to **User Management**.
2. Click **Add new users**> **Invite**.
3. Assign roles:
   * **Admin** — Full workspace access.
   * **Developer** — Create and edit workflows.
   * **Reviewer** — Process Inbox tasks.
   * **Viewer** — Read-only access.

## Workflow Setup

Set up your AI-powered Workflows in three steps:

<div class="ascii-art">
  ┌──────────────────────────────┐
  │ Step 1: Configure Models     │
  │ Set up AI model providers    │
  └──────────────┬───────────────┘
  │              ▼               │
  ┌──────────────────────────────┐
  │  Step 2: Build a Workflow    │
  │  Create an AI-powered        │
  │  workflow (Add nodes,trigger,│
  │  human review)               │
  └──────────────┬───────────────┘
  │              ▼               │
  ┌──────────────────────────────┐
  │  Step 3: Test and Deploy     │
  │  Test your workflow and      │
  │  deploy it for use           │
  └──────────────────────────────┘
</div>

### Configure Models

**View Available Models**

1. Navigate to **Models**.
2. View available models:

   * **Open-source** — 30+ popular models, or any text generation model from Hugging Face.
   * **External** — Commercial models including OpenAI, Anthropic, Azure OpenAI, Cohere, and Google. You can also integrate your own hosted models via API connections.
   * **Fine-tuned** — Models fine-tuned for your specific use cases.

**Add an External Model**

1. Go to **External Models**.
2. Click **Add Provider**.
3. Configure credentials:

For example:

```yaml theme={null}
Provider: OpenAI
API Key: sk-...
Models:
  - gpt-4
  - gpt-4o
  - gpt-3.5-turbo
```

**Use the Model in a Workflow**

Select the configured model when setting up nodes in the workflow builder.

For example:

```yaml theme={null}
AI Node Configuration:
  model_source: external
  provider: openai
  model: gpt-4
  temperature: 0.7
  max_tokens: 500
```

### Build a Workflow

**Step 1: Create a Workflow**

1. Navigate to **Workflows**.
2. Click **Create Workflow**.
3. Enter a name and description for your workflow.

For example:

* Name: "Document Summarizer"
* Description: "Summarizes uploaded documents"

**Step 2: Add Nodes**

Build your workflow by connecting nodes in the flow builder.

The following example shows a simple AI-powered workflow:

```text theme={null}
[Start] → [Text-to-Text AI] → [End]
```

1. **Start Node** — Added automatically. Configure input and output variables, and optionally set up triggers or a schedule.
2. **Text-to-Text AI Node** — Add from the node palette.
3. **End Node** — Add to complete the workflow.

AI for Process supports multiple node types — including AI, Integration, API, Function, Condition, Loop, Browser, and more. Add the nodes that match your workflow logic. For a complete reference of all available node types, see [Workflow Nodes](/ai-for-process/nodes).

**Step 3: Configure Nodes**

For example:

```yaml theme={null}
Node: Summarize Document
Type: text-to-text
Model: gpt-4
Prompt: |
  Summarize the following document in 3-5 bullet points:

  {{input.document_text}}

  Focus on key findings and action items.
Output variable: summary
```

**Step 4: Configure Triggers and Schedulers (optional)**

The Start Node supports event-based triggers and scheduled execution to automate workflow initiation.

Set how the workflow is triggered:

| Trigger type | Description                                                                      |
| ------------ | -------------------------------------------------------------------------------- |
| **Event**    | Starts the workflow when a specific event occurs in a connected third-party app. |
| **Schedule** | Starts the workflow at a set time or interval.                                   |

For configuration details, see [Start Node](/ai-for-process/nodes#start-node).

**Step 5: Test and Deploy**

1. Click **Test** to run with sample input.
2. Review output and logs in debug panel.
3. Click **Deploy** to make available.
4. Copy API endpoint for integration.

### Add Human Review

If your workflow requires human validation, add a **Human Node** at any point in the flow.

```text theme={null}
[Start] → [Text-to-Text AI] → [Human Review] → [End]
```

**When to use it:** approval workflows, quality assurance checkpoints, compliance reviews, or exception handling.

For example:

```yaml theme={null}
Human Node: Review Summary
Task type: approval
Assignees:
  - role: reviewer
Instructions: |
  Review the AI-generated summary.
  Approve if accurate, or edit and approve.
Fields:
  - name: summary
    type: text
    editable: true
  - name: approved
    type: boolean
Timeout: 24h
```

For configuration details, see [Human Node](/ai-for-process/nodes#human-node) and [Human Review](/ai-for-process/inbox).

**Use the Inbox**

1. Navigate to **Inbox**.
2. View pending review tasks.
3. Review AI output.
4. Approve, edit, or reject.
5. Workflow continues after action.

***