Workflow Settings

View workflow usage, configure workflow behavior, and manage custom workflow tool integration (if enabled).

Accessing Workflow Settings

Go to Settings → Workflow to:

  • View token usage and agent executions
  • See usage vs. plan limits
  • Configure custom workflow tools (if enabled)
  • Monitor workflow activity

Usage Metrics

Token Usage

Track AI token consumption:

  • Current usage: Tokens used this month
  • Plan limit: Your plan's token limit
  • Percentage used: How much of limit used
  • Reset date: When usage resets

Plan Limits:

  • Free: 1M tokens/month
  • Solopreneur: 50M tokens/month
  • Small Business: 200M tokens/month
  • Enterprise: Unlimited

Agent Executions

Track agent execution count:

  • Current executions: Executions this month
  • Plan limit: Your plan's execution limit
  • Percentage used: How much of limit used
  • Reset date: When usage resets

Plan Limits:

  • Free: 300 executions/month
  • Solopreneur: 4,500 executions/month
  • Small Business: 22,500 executions/month
  • Enterprise: Unlimited

Usage Warnings

Get notified when:

  • 80% usage: Warning when approaching limit
  • 100% usage: Limit reached, may be throttled
  • Notifications: Alerts when limits are near

Workflow Configuration

Default Workflows (Solo)

Solo's default workflows:

  • Automatically enabled: Workflows run automatically
  • No configuration needed: Just use Solo
  • Internal to Solo: All workflows exist within Solo
  • Cannot be disabled: Core functionality

Note: You don't need to configure anything. Workflows work automatically.

Custom Workflow Tools (Advanced)

For users who need custom automation:

Enable Custom Workflows:

  1. Toggle "Use Custom Workflow Instance"
  2. Enter Webhook URL: Your workflow tool's webhook endpoint (e.g., n8n, Zapier, Make)
  3. Enter API Key: Generate in Settings → API Keys
  4. Save configuration

Important: When using custom workflow tools (such as n8n):

  • Solo's default workflows are disabled
  • You must handle all automation yourself
  • Usage tracking may be limited
  • You're responsible for workflow reliability

Extended Workflows

For extended workflow options:

  • Based on plan: Available based on your plan
  • Contact sales: Reach out to learn about custom options
  • Enterprise features: Advanced features for enterprise plans

Workflow Status

Current Status

View your workflow status:

  • Default workflows: Using Solo's default workflows
  • Custom Workflows: Using custom workflow tool instance
  • Error: Workflow configuration error

Status Indicators

  • ✅ Active: Workflows running normally
  • ⚠️ Warning: Issues detected
  • ❌ Error: Configuration error
  • ⏸️ Paused: Workflows paused

Monitoring

Usage Trends

View usage over time:

  • Daily usage: Tokens and executions per day
  • Weekly trends: Usage patterns
  • Monthly totals: Total usage for month
  • Projections: Estimated usage

Activity Logs

View workflow activity:

  • Recent activity: Recent workflow events
  • Agent executions: Agent activity
  • Token usage: Token consumption details
  • Errors: Any workflow errors

Best Practices

Monitor Usage

  • Check regularly: Review usage weekly
  • Stay within limits: Plan for usage growth
  • Optimize agents: Use agents efficiently
  • Upgrade if needed: Upgrade plan before hitting limits

Understand Limits

  • Know your limits: Understand plan limits
  • Plan ahead: Account for usage growth
  • Monitor trends: Watch usage patterns
  • Upgrade timely: Upgrade before hitting limits

Workflow Configuration

  • Use defaults: Default workflows work great
  • Custom only if needed: Only use custom workflow tools if necessary
  • Test thoroughly: Test custom workflows before enabling
  • Monitor closely: Watch custom workflows carefully

Troubleshooting

Usage not tracking?

  • Check you're using default workflows
  • Verify identity is activated
  • Check Settings → Workflow
  • Contact support if issues persist

Hitting limits?

  • Review your usage
  • Optimize agent configuration
  • Consider upgrading plan
  • Use agents more efficiently

Custom workflow tool not working?

  • Check webhook URL is correct
  • Verify API key is valid
  • Check your workflow tool instance is running
  • Review your workflow tool's logs

Next Steps

Version: 1.0
Last Updated: November 2025