Workflows

Workflows Overview

Learn how to view, set up and manage Workflows automation.

Sana
Updated 2 weeks ago by Sana

Workflow Triggers

Learn all about Triggers and how they can be used to make a Workflow run.

Susan Swier
Updated 2 months ago by Susan Swier

Workflow Steps Overview

Learn about the fundamental configurations of a Workflow Step and discover all the available Steps in a Workflow.

Joshua Lim
Updated 2 months ago by Joshua Lim

Step: AI Agent

Learn about the configuration, best practices and use cases when implementing the AI Agent.

Sana
Updated 1 month ago by Sana

Step: Send a Message

Learn about the configuration, best practices and use cases when implementing the Send a Message Step.

Shing-Yi Tan
Updated 8 months ago by Shing-Yi Tan

Step: Ask a Question

Learn about the configuration, best practices and use cases when implementing the Ask a Question Step.

Shing-Yi Tan
Updated 1 month ago by Shing-Yi Tan

Step: Assign To

Learn about the configuration, best practices and use cases when implementing the Assign To Step.

Shing-Yi Tan
Updated 8 months ago by Shing-Yi Tan

Step: Branch

Learn about the configuration, best practices and use cases when implementing the Branch Step.

Shing-Yi Tan
Updated 1 week ago by Shing-Yi Tan

Step: Update Contact Tag

Learn about the configuration, how it works and use cases when implementing the Update Contact Tag Step.

Shing-Yi Tan
Updated 8 months ago by Shing-Yi Tan

Step: Update Contact Field

Learn about the configuration, how it works and use cases when implementing the Update Contact Field Step.

Joshua Lim
Updated 8 months ago by Joshua Lim

Step: Open Conversation

Learn about the best practices, use cases and how it works when implementing the Open Conversation Step.

Joshua Lim
Updated 5 months ago by Joshua Lim

Step: Close Conversation

Learn about the configuration, use cases and how it works when implementing the Close Conversation Step.

Joshua Lim
Updated 8 months ago by Joshua Lim

Step: Add Comment

Learn about the configuration, best practices and use cases when implementing the Add Comment Step.

Shing-Yi Tan
Updated 8 months ago by Shing-Yi Tan

Step: Jump To

Learn about the configuration, best practices and use cases for implementing the Jump To Step.

Shing-Yi Tan
Updated 8 months ago by Shing-Yi Tan

Step: Date & Time

Learn about the configuration and use cases for implementing the Date & Time Step.

Shing-Yi Tan
Updated 8 months ago by Shing-Yi Tan

Step: Wait

Learn about the configuration and use cases for implementing the Wait Step.

Shing-Yi Tan
Updated 8 months ago by Shing-Yi Tan

Step: Trigger Another Workflow

Learn about the configuration, best practices and use cases for implementing the Trigger Another Workflow Step.

Joshua Lim
Updated 5 months ago by Joshua Lim

Step: HTTP Request

Learn about the configuration, best practices and use cases for implementing the HTTP Request Step.

Shing-Yi Tan
Updated 1 week ago by Shing-Yi Tan

Step: Add Google Sheets Row

Learn about the configuration, best practices and use cases for implementing the Add Google Sheets Row Step.

Shing-Yi Tan
Updated 8 months ago by Shing-Yi Tan

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