Defining Workflow
Workflows are the main steps your agency follows to deliver a complete service to your clients.
Each workflow has different stages, which represent the process a client goes through from start to finish.
For a student visa service, the workflow might include stages like:
Initial Consultation → Document Collection → Application Submission → Visa Approval
Users with the right permissions can add or edit these stages as needed.
This setting page allows users to create, view, and manage workflow, related to the service offered by your Agency. By default, Agentcis provides one workflow labeled as “Sample Workflow (Australia Education)” for your convenience, which can be edited as per your requirement.
Workflow Settings show the list of all created workflows. You can also add new workflows or update existing ones from here.
General Services – the list of workflows that have been created
Total Partners – the total number of partners associated with a workflow
Status – the status (active/inactive) of the workflow
Actions – icons for making changes to the workflow