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Formula runs in chat

A formula run opens on its own canvas: where it is, what it is waiting for, and which step you can open.

Why it works this way

A formula is a checked sequence of steps. You design it in the pack builder. Watching, deciding, and cancelling happen on the run canvas next to the chat it started.

Before you start

Steps

  1. Open the run. The canvas shows the formula name, version, and status.
  2. Open a step only when that visit already has a task. Steps that have not started stay on the canvas without a chat link.
  3. When a gate or check needs you, approve, request changes, or reject on that node.
  4. Cancel run asks you to confirm, then stops the steps that are still running.

Example

A bug-fix run reaches a human check. You approve on the canvas, the next step starts, and that step’s chat is one click away.

Open in Nested