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Workflows automatically perform tasks when selected events happen in your AI Agent. Use them to update conversations and contacts, send messages, connect other apps, and route work based on conditions.

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How workflows work

  • Triggers start the workflow when an event occurs.
  • Actions perform tasks such as sending messages or updating contacts.
  • Conditions route the workflow based on rules you define.

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Create a workflow

  1. Open your AI Agent and select Workflows.
  1. Click New or Create workflow.
  2. Enter a name and optional description.
  1. Select the Start node and add one or more trigger events.
  1. Add actions and conditions from the left sidebar.
  2. Connect the steps in the order they should run.
  3. Click Publish to activate the workflow.
Only the published version runs. Changes remain in draft until you publish them.

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Use variables

Insert variables into supported fields by typing {{ or opening the variable menu. You can use:
  • System variables
  • Custom variables
If a system variable is unavailable, select Import system variables from the variable menu.

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Publish and manage

  • Save: keeps your current draft.
  • Publish: makes the latest draft available to run.
  • Activate: allows the workflow to respond to new events.
  • Pause: stops the workflow from running.
  • Duplicate: creates a copy you can edit separately.
  • Archive: removes the workflow from active use while keeping it available.

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Review activity

  • Run history: view recent runs, each completed step, and any errors.
  • Version history: preview published versions or restore one as the current draft.