Workflows

Automate a sequence: send messages, wait, ask questions, branch on the answer, and follow up — all without writing code.

Build a workflow

1. Open Workflows in the sidebar and click + New Workflow.
2. Add steps by clicking +:
   • Send message (text / media / voice / buttons)
   • Wait (delay or wait-until a time)
   • Ask & Capture — ask a question, save the answer into a variable
   • Menu — send options the customer picks from
   • If / Else — branch on a keyword, a captured variable, sentiment, etc.
   • Action — tag, add to a list, hand over to a human

📷 Screenshot

workflow-builder.png — the step palette + a small flow with an If/Else branch highlighted.

Enrol contacts

• Enrol a contact list, or have a keyword / FAQ break-rule enrol people automatically.

📷 Screenshot

workflow-enroll.png — the enrol button / trigger settings highlighted.

See how it's doing

• Open the workflow's 📊 Analytics to see how many contacts are at each step, the completion rate, and why people exited.

📷 Screenshot

workflow-analytics.png — the funnel + completion rate highlighted.

Tips

Never traps a customer

Ask & Capture / Menu steps move on automatically if there's no reply within the timeout — no one gets stuck.

View as code

The </> Code view shows the flow as if/else-if/else pseudo-code — handy to review the logic.