Workflows are a powerful feature that allows you to automate tasks and processes based on specific triggers and conditions. You can create custom workflows to automate a wide range of actions, such as sending notifications, calling APIs, and adding delays.

How it Works

A workflow is a series of steps that are executed in a specific order. Each step can be a trigger, a condition, or an action.

  • Triggers: These are the events that start a workflow. A trigger can be a form submission, a new conversation, or any other event that you define.
  • Conditions: These are the rules that determine whether a workflow should continue to the next step. A condition can be a check on the value of a form field, the emotion of a user, or any other criteria that you define.
  • Actions: These are the tasks that are performed by a workflow. An action can be sending a notification, calling an API, or any other custom action that you create.

By combining triggers, conditions, and actions, you can create powerful workflows to automate your business processes.

The Workflow Visualizer

The workflow visualizer is a graphical interface that allows you to create and manage workflows. You can use the visualizer to add nodes to your workflow, connect them together, and configure their settings.

The following nodes are available in the workflow visualizer:

  • Triggers:
    • Conversation: Triggered when a new conversation is initiated with an assistant.
    • Form Submission: Triggered when a form is submitted.
  • Conditions:
    • Lead Score: Check the lead score of a user.
    • Emotion: Check the emotion of a user.
    • Intent: Check the intent of a user.
  • Actions:
    • Notification: Send an email notification.
    • API Action: Make a request to an external API.
    • Delay: Add a delay between workflow steps.

Managing Workflows

You can view a list of all your workflows in the Workflows section of the Actions menu. From here, you can create new workflows, edit existing workflows, and view the status of each workflow.