Workflows
Workflows Overview
Learn how to view, set up and manage Workflows automation.
Workflow Triggers
Learn all about Triggers and how they can be used to make a Workflow run.
Workflow Steps Overview
Learn about the fundamental configurations of a Workflow Step and discover all the available Steps in a Workflow.
Step: AI Agent
Learn about the configuration, best practices and use cases when implementing the AI Agent.
Step: Send a Message
Learn about the configuration, best practices and use cases when implementing the Send a Message Step.
Step: Ask a Question
Learn about the configuration, best practices and use cases when implementing the Ask a Question Step.
Step: Assign To
Learn about the configuration, best practices and use cases when implementing the Assign To Step.
Step: Branch
Learn about the configuration, best practices and use cases when implementing the Branch Step.
Step: Update Contact Tag
Learn about the configuration, how it works and use cases when implementing the Update Contact Tag Step.
Step: Update Contact Field
Learn about the configuration, how it works and use cases when implementing the Update Contact Field Step.
Step: Open Conversation
Learn about the best practices, use cases and how it works when implementing the Open Conversation Step.
Step: Close Conversation
Learn about the configuration, use cases and how it works when implementing the Close Conversation Step.
Step: Add Comment
Learn about the configuration, best practices and use cases when implementing the Add Comment Step.
Step: Jump To
Learn about the configuration, best practices and use cases for implementing the Jump To Step.
Step: Date & Time
Learn about the configuration and use cases for implementing the Date & Time Step.
Step: Wait
Learn about the configuration and use cases for implementing the Wait Step.
Step: Trigger Another Workflow
Learn about the configuration, best practices and use cases for implementing the Trigger Another Workflow Step.
Step: HTTP Request
Learn about the configuration, best practices and use cases for implementing the HTTP Request Step.
Step: Add Google Sheets Row
Learn about the configuration, best practices and use cases for implementing the Add Google Sheets Row Step.
Step: Send TikTok Lower Funnel Event
Learn about the best practices, use cases and how it works when implementing the Send TikTok Lower Funnel Event Step.
Step: Update Lifecycle
Learn about best practices, use cases and how it works when implementing the Update Lifecycle Step.
Step: Send Conversions API Event
Learn about the configuration, how it works, best practices and more when implementing the Send Conversions API Event step.
