---
title: "Use workflow agent mode"
slug: "use-the-workflow-agent"
description: "Switch to workflow agent mode in the assistant to quickly move people, products, and accounts within Fullcast from the chat window."
tags: ["AI assistant", "Workflow Agent Mode"]
updated: 2025-09-20T03:47:49Z
published: 2025-09-20T03:47:49Z
canonical: "support.fullcast.com/use-the-workflow-agent"
---

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

# Use workflow agent mode

Use workflow agent mode to quickly move people, products, and accounts within Fullcast from the assistant chat window.

## Switch to workflow agent mode

1. Log in to Fullcast.
2. Click the Fullcast support option in the top user management menu.

![The Fullcast support option highlighted.](https://cdn.document360.io/369efcf7-66f9-4f6b-9d45-9ca24a5b06cf/Images/Documentation/image(274).png?sv=2026-02-06&spr=https&st=2026-11-13T13%3A53%3A13Z&se=2026-11-13T14%3A53%3A13Z&sr=c&sp=r&sig=TDwcdkFyt5VNsbp%2F9e%2Bbl7b43wJPNjq4pqwXei9vs0I%3D)
3. The first time you use the Fullcast assistant, a disclaimer will display, click **Accept**.
4. In the response field, click **add +** .
5. Select **Workflow Agent Mode**.

![Click the add button and select Workflow Agent Mode.](https://cdn.document360.io/369efcf7-66f9-4f6b-9d45-9ca24a5b06cf/Images/Documentation/image(383).png?sv=2026-02-06&spr=https&st=2026-11-13T13%3A53%3A13Z&se=2026-11-13T14%3A53%3A13Z&sr=c&sp=r&sig=TDwcdkFyt5VNsbp%2F9e%2Bbl7b43wJPNjq4pqwXei9vs0I%3D)
6. Type your requests in the response field.