Create Your First Workflow

Learn how to build your first automated workflow and start engaging customers without manual effort. Workflows allow you to automate conversations, qualify leads, answer common questions, and guide users through predefined journeys.

What is a Workflow?

A workflow is a sequence of automated actions triggered when a user performs a specific action, such as sending a message, clicking a button, or completing a form. Each step in the workflow determines how the chatbot responds and what happens next.

How to Create a Workflow

1. Navigate to Automation → Workflows.

2. Click Create New Workflow.

3. Enter a descriptive workflow name.

4. Select a trigger event.

5. Add message blocks, conditions, and actions.

6. Connect the blocks to define the conversation path.

7. Save and publish the workflow.

Common Workflow Triggers

• New incoming message

• Keyword match

• Form submission

• Contact tag added

• Scheduled event

• API event

Best Practices

• Keep conversation paths simple.

• Use buttons whenever possible.

• Provide clear next steps.

• Test every path before publishing.

• Include a human support option when needed.