Help category
Automation and workflows
Build rules and workflows for routing conversations and follow-up.
Build workflows
Start with triggers, conditions and steps, then test before activation.
Automation and workflows
What is a workflow and when should you use one?
Understand triggers, conditions and steps, and test a workflow before activation.
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Configure workflow triggers and conditions
Choose when a flow starts and who it includes, then test matching and excluded cases.
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Add workflow actions and test safely
Order assignment, messaging and data updates, then test before enabling a flow.
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Use variables in messages and AI instructions
Insert customer values from the variable picker and verify them instead of typing an untested token.
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