Workflows

Workflows let you automate actions without writing code. You build them on a visual canvas from three kinds of building blocks: a trigger that starts the workflow, optional conditions that decide whether to continue, and one or more actions that do the work.

Building a workflow

• Choose a trigger — the event that starts the workflow.
• Add actions — the steps the workflow runs from the node palette.
• Connect the nodes on the canvas to set the order.
• Configure each node in its side panel.

Tip

Starter templates let you install a common workflow in one step, then adjust it, instead of building from an empty canvas.

Reviewing runs

Each workflow keeps a run history so you can see when it fired and what happened, which makes it easier to confirm automations behave as intended.

Caution

Workflows can take real actions on conversations and contacts. Review a new workflow’s logic before enabling it.

Related

• AI agent overview — how the agent and automations fit together.
• Lifecycle stages — context that automations can act on.
• Marketing overview — other ways to reach customers automatically.