Enable the Workflow Designer Agent at the company level so workflow admins can use it inside Workflow Designer. The setting is off by default. After an admin turns it on, the WFD Agent is available in the Ironclad Agent (formerly Ironclad Agent) panel inside Workflow Designer.
Use Case
An administrator wants workflow admins to use natural-language requests to create, edit, and audit workflow configurations.
Prerequisites
| Features | Workflow Designer, Ironclad Agent, Workflow Designer Agent |
|---|---|
| Permissions | An admin must be able to access Company Settings. |
Release: This article describes features and functionality planned for our October release. Some features may not be available until October 8, 2026.
Name Change: Starting October 8, 2026, Ironclad Assistant is becoming Ironclad Agent. The name is changing to reflect its expanded ability to help you access contracts and workflows, ask questions, and take action with specialized agents. Your existing access carries over.
Enable the WFD Agent
The WFD Agent setting is company-level and off by default. Once enabled, the WFD Agent is available inside Workflow Designer to help workflow admins create, edit, and audit workflow configurations.
To enable the WFD Agent:
- Select your profile icon in the top-right corner, then select Company Settings.
- In the left navigation, select Ironclad AI.
- Under Ironclad Agents, turn on Use the WFD Agent to assist with building and editing workflow configurations.
(Optional) To confirm that the WFD Agent is enabled:
- On the Workflow Designer page, select any workflow.
- Select the Agent button in the bottom-left corner.
- Ask whether the WFD Agent is active.
If the WFD Agent is active, the response confirms that the WFD Agent is active.
Once enabled, you can prompt the WFD Agent directly within Workflow Designer.
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