Debug Automation Flows

Automation workflows are designed to streamline customer interactions, but configuration issues can occasionally prevent them from performing as expected. If your chatbot is not triggering messages, following the correct path, or completing actions, reviewing the flow setup is the first step toward identifying the problem.

Common Issues

• Workflow is not starting after a trigger event.

• Messages are skipped or delivered in the wrong order.

• Conditions are not evaluating correctly.

• User responses are not captured as expected.

• Actions such as tagging, assigning, or notifications fail to execute.

Troubleshooting Steps

1. Verify that the correct trigger is selected and enabled.

2. Review all conditions and logic branches for accuracy.

3. Test the flow using a sample user account.

4. Confirm that required variables are available before use.

5. Check whether any actions depend on external integrations.

6. Review automation logs for failed executions or warnings.

Best Practices

• Use descriptive names for workflow nodes.

• Test changes in a staging environment before publishing.

• Keep flows organized by separating large automations into smaller modules.

• Regularly review performance metrics to identify bottlenecks.