Workflow
Start By Another Workflow
Use the 'Start by Another Workflow' step at the end of this workflow to establish a connection with another workflow. Overview: The "Start by Another Workflow" step is a powerful feature in your workflow automation toolkit, allowing you to seamlessly ...
CSAT
Streamline CSAT survey responses and gauge customer satisfaction with the CSAT step in your workflow. The CSAT #1 step in your workflow allows you to collect and manage Customer Satisfaction (CSAT) survey responses from your contacts. It is a ...
Add Google Sheets Row
Automate data entry and streamline your workflow by adding new rows to a Google Sheets worksheet with the specified column mapping values. This Step adds new rows to a Google Sheets worksheet using the specified column mapping values. This step is ...
Update Contact Tags
"This step adds or removes a Contact's Tag, facilitating organization and management of Contacts in the workflow." The Step adds or removes a Contact's Tag. Configuration There are two key configurations in this step: Action: Select either Add Tag or ...
Update Contact Field
"This step modifies a Contact Field with a user-defined value, ensuring accurate and updated customer information in the workflow." This Step modifies a Contact Field with a defined value set by the user. Configuration There are two key ...
Wait
"This step introduces a waiting period before the next action, useful for personalized follow-ups and timed interactions." This Step creates a waiting period before the next Step begins. Configuration In this Step, the only configuration is the Wait ...
Date & Time
"This step guides Contacts through the workflow based on predefined date and time conditions, facilitating personalized interactions." This Step checks the current date and time based on defined conditions and guides Contacts through the Workflow ...
HTTP Request
"This step sends HTTP requests, saving response data as variables and enabling advanced workflow actions, available in Business plans and above." This Step enables sending HTTP Requests and saving their responses as Variables. This Step is only ...
Assign To
"This step assigns Contacts to specific users, teams, or the workspace, with options for distribution logic and advanced settings, enhancing contact management in workflows." This Step assigns the Contact to: A specific user A user in a specific Team ...
Jump To
"This step allows the Contact to skip to another specified step in the Workflow, facilitating personalized routing and navigation." This Step allows the Contact to jump to another specified Step in the Workflow. Configuration There are two ...
Add Comment
"This step allows you to add comments about the Conversation for internal reference or action, improving workflow tracking and documentation." This Step adds a note about the Conversation for internal reference or action. Configuration Write your ...
Closed Conversation
"This step closes a conversation with the Contact, optionally adding a category and comment for documentation." This Step closes a conversation with the Contact. Configuration Both configurations in the Close Conversation step are optional but might ...
Opened Conversation
"This step initiates a conversation with the Contact, opening it for interaction within the workflow." This Step opens a Conversation with the Contact. How It Works When the Workflow is triggered, a conversation with the Contact will open. The ...
Branch
"This step creates contact journeys based on branch conditions, allowing personalized interactions and redirections within the workflow based on specified criteria." This Step creates Contact journeys based on Branch conditions. Configuration ...
Ask Question
"This step sends a question to the Contact, allowing you to customize the question, response type, and handling of responses, including timeout settings." This Step sends a question to the Contact on the related inbox if all conditions are met. ...
Send Attachment
"Send attachments or URLs seamlessly in your automated workflow to enhance communication with contacts, following these setup steps and best practices." Overview: The "Send Attachment" step in the Workflow module allows you to send an uploaded ...
Send Message
"Send messages using WhatsApp templates or session messages with variable support, and consider using it for automated welcome messages, chat menus, and timely responses." Configuration There are two key configurations for sending a message: Send ...
Workflow Steps Overview
"Start by configuring a Trigger to initiate your Workflow, then proceed to add, configure, edit, duplicate, or delete Steps within the Workflow. There's a maximum limit of 100 Steps per Workflow." Getting Started To begin building your Workflow and ...
Workflow Triggers
"A Workflow Trigger initiates a Workflow based on conditions, including Conversation events, Contact updates, Shortcuts, and By Another Workflow" A Trigger is an event that will initiate a Workflow. Every Workflow must start with a Trigger and can ...
Workflow Overview
Accessible to Owners and Managers, the Workflows Module allows the creation of automated processes, incorporating triggers and steps to perform actions like automated messaging and auto-assignment. Getting Here This module is only accessible to ...