{"@context":"https://schema.org","@type":"FAQPage","mainEntity":[{"@type":"Question","name":"What is a workflow in Forest?","acceptedAnswer":{"@type":"Answer","text":"A workflow is a multi-step process defined in the backoffice. It runs on live data, can include AI agent steps and approvals, and is fully audited."}},{"@type":"Question","name":"How does a workflow start?","acceptedAnswer":{"@type":"Answer","text":"Four ways, each turned on per workflow: when a record changes, when another system calls the workflow's webhook, when an AI agent starts it through the MCP server, or when an operator starts it from Forest. Only one run of a workflow is active on a record at a time."}},{"@type":"Question","name":"Can we mix human and AI agent steps?","acceptedAnswer":{"@type":"Answer","text":"Yes. A workflow can include any sequence of AI agent and human steps. The same case moves between them, with full audit on every transition."}},{"@type":"Question","name":"Which steps are deterministic, and which use AI?","acceptedAnswer":{"@type":"Answer","text":"Get Data, Update Data, decisions in automatic mode and sub-workflows give the same result for the same input, with no model call. AI-assisted decisions, drafted guidance and suggested values use a model. If a policy check can be written as a condition, make it deterministic."}},{"@type":"Question","name":"Can workflows call external systems?","acceptedAnswer":{"@type":"Answer","text":"Yes. Steps can call any external API: PSPs, KYC providers, detection engines, messaging tools. The call is logged with the case."}},{"@type":"Question","name":"Can workflows route across teams?","acceptedAnswer":{"@type":"Answer","text":"Yes. A workflow can move a case from one team's inbox to another, with the context carried through. Routing rules are configurable per step."}},{"@type":"Question","name":"What happens when nobody is there to take a step?","acceptedAnswer":{"@type":"Answer","text":"An automated run that reaches a step needing a person, or that fails, goes to the workflow's fallback inbox, flagged as escalated. An operator resumes it from where it stopped."}},{"@type":"Question","name":"How do approvals work?","acceptedAnswer":{"@type":"Answer","text":"Approval steps are configured per workflow. Two-person review, manager sign-off, and role-based approvals are supported. Approvals are part of the case record."}},{"@type":"Question","name":"What does a workflow look like in practice?","acceptedAnswer":{"@type":"Answer","text":"Take a KYB review: a record update starts it, rules handle the standard checks, AI assesses whether the activity fits the declared sector, and unclear cases go to your compliance team's inbox. See KYB and KYC for more."}},{"@type":"Question","name":"How do you ensure customer data never leaves our environment?","acceptedAnswer":{"@type":"Answer","text":"The Forest back-end runs inside your infrastructure, alongside your databases. Customer data travels to a provider only at the point where its service is called, and the response is logged back to the case. Data stays in your systems of record."}}]}