Workflows
The Workflow Builder is a visual tool for creating automation flows. Drag and drop nodes to build complex workflows without writing code.
Creating a Workflow
Open Workflow Builder
Navigate to Automation > Workflows and click Create Workflow.
Add a Trigger
Choose what starts the workflow — a new message, keyword match, or scheduled time.
Add Actions
Drag action nodes onto the canvas: Send Message, Assign Agent, Add Tag, Wait, etc.
Connect & Configure
Connect nodes with arrows and configure each action's settings.
Activate
Test your workflow, then toggle it to Active.
Available Nodes
| Node Type | Description |
|---|---|
| Send Message | Send an automated reply |
| Wait | Pause for a set duration |
| Condition | Branch based on criteria |
| Assign Agent | Route to a team member |
| Add Tag | Tag the contact |
| HTTP Request | Call an external API |
| Update Contact | Modify contact fields |