Plan Examples
This page provides complete, copy-pasteable plan examples for common use cases.
Linear Flow Example
Use this pattern when every state should move forward in a single direction, with no branching paths.
{
"id": "linear-check-in",
"title": "Linear Check-In Flow",
"description": "A straightforward greeting -> intake -> close flow",
"initial_state_id": "state_greeting",
"system_prompt": "You are a concise and supportive assistant.",
"states": [
{
"id": "state_greeting",
"title": "Greeting",
"type": "sequential",
"description": "Open the conversation and capture the user's name",
"tasks": [
{
"id": "task_name",
"description": "Capture preferred name",
"required": true,
"deliverables": [
{
"key": "user_name",
"type": "string",
"description": "User's preferred name",
"required": true
}
]
}
],
"transitions": [
{
"target_state_id": "state_intake",
"condition_type": "all_tasks_complete",
"priority": 1
}
]
},
{
"id": "state_intake",
"title": "Intake",
"type": "flexible",
"description": "Capture the user's primary request",
"tasks": [
{
"id": "task_request",
"description": "Capture request",
"required": true,
"deliverables": [
{
"key": "primary_request",
"type": "string",
"description": "What the user needs help with",
"required": true
}
]
}
],
"transitions": [
{
"target_state_id": "state_farewell",
"condition_type": "all_tasks_complete",
"priority": 1
}
]
},
{
"id": "state_farewell",
"title": "Farewell",
"type": "sequential",
"description": "Close politely and end the session",
"tasks": [
{
"id": "task_close",
"description": "Provide short closing message",
"required": true,
"deliverables": []
}
],
"transitions": [
{
"target_state_id": "__end__",
"condition_type": "all_tasks_complete",
"priority": 0
}
]
}
],
"metadata": {
"plan_builder": {
"start": {
"agent_spawn_mode": "immediate"
},
"canvas": {
"show_end_node": true,
"end_state_ids": ["state_farewell"],
"state_positions": {}
}
}
}
}
- Each non-terminal state has exactly one outgoing transition.
- Transition ordering is simple (
priority: 1), with final handoff to__end__. - End-node metadata marks
state_farewellas the terminal visual state.
Branching Flow Example
Use this pattern when one intake state should route to different paths based on user data.
{
"id": "branching-support-triage",
"title": "Branching Support Triage",
"description": "Routes users into priority, strategy, or closure states",
"initial_state_id": "state_intake",
"system_prompt": "You are a calm triage assistant. Route clearly and keep responses concise.",
"states": [
{
"id": "state_intake",
"title": "Intake",
"type": "flexible",
"description": "Collect issue type, urgency, and support preference",
"tasks": [
{
"id": "task_issue_type",
"description": "Capture issue type",
"required": true,
"deliverables": [
{
"key": "issue_type",
"type": "enum",
"required": true,
"description": "Issue category",
"enum_values": ["billing", "technical", "account"]
}
]
},
{
"id": "task_urgency",
"description": "Capture urgency score",
"required": true,
"deliverables": [
{
"key": "urgency_score",
"type": "number",
"required": true,
"description": "Urgency from 1 to 10"
}
]
},
{
"id": "task_support_preference",
"description": "Capture support preference",
"required": true,
"deliverables": [
{
"key": "support_preference",
"type": "enum",
"required": true,
"description": "Preferred support mode",
"enum_values": ["quick_tips", "grounding_exercise", "deeper_explanation", "just_listen"]
}
]
}
],
"transitions": [
{
"target_state_id": "state_priority",
"condition_type": "all_of",
"priority": 1,
"condition_config": {
"conditions": [
{
"condition_type": "deliverable_value_in",
"condition_config": {
"key": "issue_type",
"values": ["billing", "account"]
}
},
{
"condition_type": "deliverable_value_numeric",
"condition_config": {
"key": "urgency_score",
"operator": "gte",
"value": 7
}
}
]
}
},
{
"target_state_id": "state_strategy",
"condition_type": "any_of",
"priority": 5,
"condition_config": {
"conditions": [
{
"condition_type": "deliverable_value_in",
"condition_config": {
"key": "support_preference",
"values": ["grounding_exercise", "quick_tips"]
}
},
{
"condition_type": "deliverable_value_numeric",
"condition_config": {
"key": "urgency_score",
"operator": "lt",
"value": 4
}
}
]
}
},
{
"target_state_id": "state_closure",
"condition_type": "all_tasks_complete",
"priority": 99
}
]
},
{
"id": "state_priority",
"title": "Priority Queue",
"type": "sequential",
"description": "Handle urgent users first",
"tasks": [],
"transitions": [
{
"target_state_id": "state_closure",
"condition_type": "all_tasks_complete",
"priority": 1
}
]
},
{
"id": "state_strategy",
"title": "Coping Strategy",
"type": "flexible",
"description": "Offer targeted coping options",
"tasks": [],
"transitions": [
{
"target_state_id": "state_closure",
"condition_type": "all_tasks_complete",
"priority": 1
}
]
},
{
"id": "state_closure",
"title": "Closure",
"type": "sequential",
"description": "Summarize and close",
"tasks": [],
"transitions": [
{
"target_state_id": "__end__",
"condition_type": "all_tasks_complete",
"priority": 0
}
]
}
],
"metadata": {
"plan_builder": {
"start": {
"agent_spawn_mode": "immediate"
},
"canvas": {
"show_end_node": true,
"end_state_ids": ["state_closure"],
"state_positions": {}
}
}
}
}
state_intakehas multiple outgoing transitions with clear priority order.- Priority
99acts as a deterministic fallback when specific conditions do not match. - All paths converge at
state_closure, then transition to__end__.
Circular Flow with Guard Example
Use this pattern when a state may need repeated clarification, but must still exit safely.
{
"id": "circular-clarification-flow",
"title": "Circular Clarification with Guard",
"description": "Loops for clarification and exits through a guard transition when progress stalls",
"initial_state_id": "state_collect",
"system_prompt": "You are a focused assistant. Clarify only when needed, then move forward.",
"states": [
{
"id": "state_collect",
"title": "Collect Request",
"type": "flexible",
"description": "Capture initial request and confidence",
"tasks": [
{
"id": "task_request",
"description": "Capture request summary",
"required": true,
"deliverables": [
{
"key": "request_summary",
"type": "string",
"required": true,
"description": "User's request in one sentence"
}
]
},
{
"id": "task_confidence",
"description": "Capture confidence score",
"required": true,
"deliverables": [
{
"key": "confidence_score",
"type": "number",
"required": true,
"description": "How clear the user feels from 1 to 10"
}
]
}
],
"transitions": [
{
"target_state_id": "state_clarify",
"condition_type": "all_tasks_complete",
"priority": 1
}
]
},
{
"id": "state_clarify",
"title": "Clarify",
"type": "flexible",
"description": "Clarify details until enough signal is captured",
"tasks": [
{
"id": "task_needs_clarification",
"description": "Capture whether more clarification is needed",
"required": true,
"deliverables": [
{
"key": "needs_clarification",
"type": "boolean",
"required": true,
"description": "Whether another clarification round is needed"
}
]
}
],
"transitions": [
{
"target_state_id": "state_guard_exit",
"condition_type": "turn_count_exceeded",
"priority": 1,
"condition_config": {
"scope": "without_progress",
"turns": 3
}
},
{
"target_state_id": "state_clarify",
"condition_type": "deliverable_value",
"priority": 5,
"condition_config": {
"key": "needs_clarification",
"value": true
}
},
{
"target_state_id": "state_resolution",
"condition_type": "all_tasks_complete",
"priority": 99
}
]
},
{
"id": "state_guard_exit",
"title": "Guard Exit",
"type": "sequential",
"description": "Exit path when the loop exceeds safe retry limits",
"tasks": [],
"transitions": [
{
"target_state_id": "state_farewell",
"condition_type": "all_tasks_complete",
"priority": 1
}
]
},
{
"id": "state_resolution",
"title": "Resolution",
"type": "sequential",
"description": "Provide final recommendation",
"tasks": [],
"transitions": [
{
"target_state_id": "state_farewell",
"condition_type": "all_tasks_complete",
"priority": 1
}
]
},
{
"id": "state_farewell",
"title": "Farewell",
"type": "sequential",
"description": "Close the conversation",
"tasks": [],
"transitions": [
{
"target_state_id": "__end__",
"condition_type": "all_tasks_complete",
"priority": 0
}
]
}
],
"metadata": {
"plan_builder": {
"start": {
"agent_spawn_mode": "immediate"
},
"canvas": {
"show_end_node": true,
"end_state_ids": ["state_farewell"],
"state_positions": {}
}
}
}
}
state_clarifyintentionally loops whenneeds_clarification = true.- Guard transition (
turn_count_exceeded, priority1) breaks potential infinite loops. - Both normal and guarded paths converge to
state_farewell, then transition to__end__.
Simple Greeting Flow
A minimal three-state conversation: greeting, data collection, and farewell.
{
"id": "simple-greeting",
"title": "Simple Greeting Flow",
"description": "Basic conversation with greeting and farewell",
"initial_state_id": "greeting",
"system_prompt": "You are a friendly virtual assistant named Stella. Be warm, professional, and helpful. Keep responses concise.",
"states": [
{
"id": "greeting",
"title": "Greeting",
"type": "loose",
"description": "Welcome the user and learn their name",
"tasks": [
{
"id": "welcome",
"description": "Welcome User",
"instruction": "Warmly greet the user and introduce yourself as Stella. Ask for their name in a friendly way.",
"required": true,
"deliverables": [
{
"key": "user_name",
"type": "string",
"description": "The user's name",
"required": true,
"acceptance_criteria": "Any name the user provides"
}
]
}
],
"transitions": [
{
"target_state_id": "main_conversation",
"condition_type": "all_tasks_complete",
"priority": 1
}
]
},
{
"id": "main_conversation",
"title": "Main Conversation",
"type": "loose",
"description": "Help the user with their request",
"tasks": [
{
"id": "understand_need",
"description": "Understand User Need",
"instruction": "Ask the user how you can help them today. Listen to their request and acknowledge it.",
"required": true,
"deliverables": [
{
"key": "user_request",
"type": "string",
"description": "What the user wants help with",
"required": true
}
]
}
],
"transitions": [
{
"target_state_id": "farewell",
"condition_type": "all_tasks_complete",
"priority": 1
}
]
},
{
"id": "farewell",
"title": "Farewell",
"type": "strict",
"description": "Say goodbye",
"tasks": [
{
"id": "goodbye",
"description": "Say Goodbye",
"instruction": "Thank the user by name for their time. Wish them well and let them know they can return anytime.",
"required": true,
"deliverables": []
}
],
"transitions": []
}
]
}
Fitness Check-In
A health-focused plan that collects fitness metrics using various deliverable types.
{
"id": "fitness-checkin",
"title": "Daily Fitness Check-In",
"description": "Collect daily fitness metrics and provide encouragement",
"initial_state_id": "greeting",
"system_prompt": "You are a supportive fitness coach assistant. Be encouraging but not pushy. Celebrate achievements and provide gentle motivation. Keep your responses brief and energetic.",
"session_context": {
"fields": [
{
"id": "participant_name",
"label": "Your Name",
"type": "string",
"required": true
},
{
"id": "fitness_goal",
"label": "Primary Fitness Goal",
"type": "select",
"required": true,
"options": ["Weight Loss", "Muscle Gain", "General Fitness", "Training for Event"]
}
]
},
"states": [
{
"id": "greeting",
"title": "Welcome",
"type": "loose",
"description": "Greet and set the tone for check-in",
"tasks": [
{
"id": "daily_greeting",
"description": "Daily Greeting",
"instruction": "Greet the user enthusiastically for their check-in. Reference their fitness goal if available from session context.",
"required": true,
"deliverables": []
}
],
"transitions": [
{
"target_state_id": "activity_check",
"condition_type": "all_tasks_complete",
"priority": 1
}
]
},
{
"id": "activity_check",
"title": "Activity Check",
"type": "strict",
"description": "Collect activity metrics",
"tasks": [
{
"id": "exercise_done",
"description": "Exercise Check",
"instruction": "Ask if they exercised today. Be supportive regardless of answer.",
"required": true,
"deliverables": [
{
"key": "exercised_today",
"type": "boolean",
"description": "Whether the user exercised today",
"required": true
}
]
},
{
"id": "exercise_details",
"description": "Exercise Details",
"instruction": "If they exercised, ask about the type and duration. If not, skip to next task.",
"required": false,
"deliverables": [
{
"key": "exercise_type",
"type": "enum",
"description": "Type of exercise performed",
"required": false,
"enum_values": ["cardio", "strength", "flexibility", "sports", "walking", "other"]
},
{
"key": "exercise_duration_minutes",
"type": "number",
"description": "Duration of exercise in minutes",
"required": false,
"acceptance_criteria": "Positive number representing minutes"
}
]
},
{
"id": "steps",
"description": "Step Count",
"instruction": "Ask about their step count for the day. It's okay if they don't track steps.",
"required": true,
"deliverables": [
{
"key": "step_count",
"type": "number",
"description": "Number of steps taken today",
"required": false,
"acceptance_criteria": "Positive integer"
}
]
}
],
"transitions": [
{
"target_state_id": "nutrition_check",
"condition_type": "all_tasks_complete",
"priority": 1
}
]
},
{
"id": "nutrition_check",
"title": "Nutrition Check",
"type": "loose",
"description": "Quick nutrition check-in",
"tasks": [
{
"id": "water_intake",
"description": "Hydration Check",
"instruction": "Ask about water intake. Encourage good hydration habits.",
"required": true,
"deliverables": [
{
"key": "water_glasses",
"type": "number",
"description": "Glasses of water consumed",
"required": true,
"acceptance_criteria": "Number between 0 and 20",
"examples": ["8", "5", "10"]
}
]
},
{
"id": "meal_quality",
"description": "Meal Quality",
"instruction": "Ask how they would rate their eating today on a simple scale.",
"required": true,
"deliverables": [
{
"key": "meal_quality_rating",
"type": "enum",
"description": "Self-assessment of eating quality",
"required": true,
"enum_values": ["great", "good", "okay", "poor"]
}
]
}
],
"transitions": [
{
"target_state_id": "summary",
"condition_type": "all_tasks_complete",
"priority": 1
}
]
},
{
"id": "summary",
"title": "Summary & Motivation",
"type": "strict",
"description": "Summarize and encourage",
"tasks": [
{
"id": "provide_summary",
"description": "Daily Summary",
"instruction": "Summarize what they reported today. Highlight positives and provide one encouraging tip for tomorrow. Keep it brief and upbeat.",
"required": true,
"deliverables": []
}
],
"transitions": []
}
]
}
Customer Support Flow
A customer support plan with conditional routing based on issue type.
{
"id": "customer-support",
"title": "Customer Support Flow",
"description": "Route customers to appropriate support based on issue type",
"initial_state_id": "intake",
"system_prompt": "You are a professional customer support agent. Be helpful, patient, and efficient. Gather information systematically but conversationally. Never make promises about specific outcomes.",
"states": [
{
"id": "intake",
"title": "Customer Intake",
"type": "strict",
"description": "Identify customer and categorize issue",
"tasks": [
{
"id": "identify_customer",
"description": "Identify Customer",
"instruction": "Greet the customer professionally and ask for their name and account or order number.",
"required": true,
"deliverables": [
{
"key": "customer_name",
"type": "string",
"description": "Customer's name",
"required": true
},
{
"key": "account_number",
"type": "string",
"description": "Account or order number",
"required": false,
"acceptance_criteria": "Alphanumeric identifier"
}
]
},
{
"id": "categorize_issue",
"description": "Categorize Issue",
"instruction": "Ask the customer to briefly describe their issue. Determine if it's billing, technical, or general inquiry.",
"required": true,
"deliverables": [
{
"key": "issue_summary",
"type": "string",
"description": "Brief description of the issue",
"required": true
},
{
"key": "issue_category",
"type": "enum",
"description": "Category of the issue",
"required": true,
"enum_values": ["billing", "technical", "general"]
}
]
}
],
"transitions": [
{
"target_state_id": "billing_support",
"condition_type": "deliverable_value",
"priority": 1,
"condition_config": {
"deliverable_key": "issue_category",
"expected_value": "billing"
}
},
{
"target_state_id": "technical_support",
"condition_type": "deliverable_value",
"priority": 1,
"condition_config": {
"deliverable_key": "issue_category",
"expected_value": "technical"
}
},
{
"target_state_id": "general_support",
"condition_type": "all_tasks_complete",
"priority": 10
}
]
},
{
"id": "billing_support",
"title": "Billing Support",
"type": "strict",
"description": "Handle billing-related issues",
"tasks": [
{
"id": "billing_details",
"description": "Get Billing Details",
"instruction": "Ask about the specific billing concern: incorrect charge, refund request, payment issue, or billing cycle question.",
"required": true,
"deliverables": [
{
"key": "billing_issue_type",
"type": "enum",
"description": "Specific type of billing issue",
"required": true,
"enum_values": ["incorrect_charge", "refund_request", "payment_issue", "billing_question"]
},
{
"key": "amount_in_question",
"type": "number",
"description": "Dollar amount if applicable",
"required": false
}
]
},
{
"id": "billing_resolution",
"description": "Provide Resolution Path",
"instruction": "Based on the issue type, explain the resolution process. For refunds, explain the timeline. For incorrect charges, explain the review process.",
"required": true,
"deliverables": [
{
"key": "resolution_accepted",
"type": "boolean",
"description": "Whether customer accepts the proposed resolution",
"required": true
}
]
}
],
"transitions": [
{
"target_state_id": "closing",
"condition_type": "all_tasks_complete",
"priority": 1
}
]
},
{
"id": "technical_support",
"title": "Technical Support",
"type": "strict",
"description": "Handle technical issues",
"tasks": [
{
"id": "technical_details",
"description": "Gather Technical Details",
"instruction": "Ask about the technical issue: what product/service, what's happening, any error messages, and when it started.",
"required": true,
"deliverables": [
{
"key": "product_name",
"type": "string",
"description": "Product or service with the issue",
"required": true
},
{
"key": "error_message",
"type": "string",
"description": "Any error messages seen",
"required": false
},
{
"key": "issue_start",
"type": "string",
"description": "When the issue started",
"required": false
}
]
},
{
"id": "troubleshooting",
"description": "Basic Troubleshooting",
"instruction": "Walk through basic troubleshooting: restart, clear cache, check connection. Ask if they've tried these steps.",
"required": true,
"deliverables": [
{
"key": "troubleshooting_tried",
"type": "boolean",
"description": "Whether basic troubleshooting was attempted",
"required": true
},
{
"key": "issue_resolved",
"type": "boolean",
"description": "Whether the issue was resolved",
"required": true
}
]
}
],
"transitions": [
{
"target_state_id": "escalation",
"condition_type": "deliverable_value",
"priority": 1,
"condition_config": {
"deliverable_key": "issue_resolved",
"expected_value": false
}
},
{
"target_state_id": "closing",
"condition_type": "all_tasks_complete",
"priority": 10
}
]
},
{
"id": "general_support",
"title": "General Support",
"type": "loose",
"description": "Handle general inquiries",
"tasks": [
{
"id": "answer_inquiry",
"description": "Answer Inquiry",
"instruction": "Address the customer's general question or request. Provide helpful information and ask if they need anything else.",
"required": true,
"deliverables": [
{
"key": "inquiry_addressed",
"type": "boolean",
"description": "Whether the inquiry was addressed",
"required": true
}
]
}
],
"transitions": [
{
"target_state_id": "closing",
"condition_type": "all_tasks_complete",
"priority": 1
}
]
},
{
"id": "escalation",
"title": "Escalation",
"type": "strict",
"description": "Escalate unresolved issues",
"tasks": [
{
"id": "collect_escalation_details",
"description": "Collect Escalation Details",
"instruction": "Let the customer know you'll escalate to a specialist. Collect their preferred contact method and best time to reach them.",
"required": true,
"deliverables": [
{
"key": "contact_method",
"type": "enum",
"description": "Preferred contact method for follow-up",
"required": true,
"enum_values": ["email", "phone", "callback"]
},
{
"key": "contact_info",
"type": "string",
"description": "Contact information",
"required": true
},
{
"key": "best_time",
"type": "string",
"description": "Best time to reach them",
"required": false
}
]
}
],
"transitions": [
{
"target_state_id": "closing",
"condition_type": "all_tasks_complete",
"priority": 1
}
]
},
{
"id": "closing",
"title": "Closing",
"type": "strict",
"description": "Close the conversation",
"tasks": [
{
"id": "satisfaction_check",
"description": "Satisfaction Check",
"instruction": "Ask if there's anything else you can help with. If not, thank them for contacting support.",
"required": true,
"deliverables": [
{
"key": "additional_help_needed",
"type": "boolean",
"description": "Whether they need additional help",
"required": true
}
]
},
{
"id": "farewell",
"description": "Farewell",
"instruction": "Thank the customer by name for their time. Wish them well.",
"required": true,
"deliverables": []
}
],
"transitions": []
}
]
}
Tips for Building Plans
Start Simple
Begin with a basic three-state flow (greeting → main → farewell), then add complexity.
Use Meaningful IDs
// Good
"id": "collect_medical_history"
// Avoid
"id": "task_3"
Match Mode to Purpose
- STRICT for sequential forms, compliance workflows
- LOOSE for natural conversations, discovery
Test Transitions
Verify your transition conditions work correctly:
- Test the "happy path"
- Test conditional branches
- Test edge cases (missing data, unexpected values)
Keep Instructions Clear
Write instructions as if briefing the assistant:
- What to do
- How to handle edge cases
- What tone to use