Automations

Automate repetitive tasks and respond better with less manual effort

Set up automatic flows based on inbox events, contact changes and time conditions. Your team does more with less manual intervention.

Flows that run while your team handles what matters

6 triggers to fire any workflow

Define the event that activates the workflow and the system runs it automatically.

Message received

Fires when an inbound message arrives. Ideal for automatic welcome messages and initial assignment.

Conversation status change

Activates when a conversation moves from open to closed, pending or vice versa.

Contact lifecycle change

Fires when the lifecycle changes (e.g. from new_lead to hot_lead). Perfect for automatic follow-ups.

Contact created

Activates when a new contact is created. Useful for onboarding, welcome flows or automatic assignment.

Elapsed time

Fires after N minutes with no team reply. Prevent conversations from going unattended.

Specific time of day

Waits until a defined time before continuing. Send messages at exactly the right moment.

Actions, conditions and delays at every step

Actions

Send a message, assign the conversation to an agent or team, change the conversation status or contact lifecycle.

Conditions (branch)

Split the flow based on channel, label, schedule, contact data or any configured condition.

Delay and wait until

Wait N minutes or until a specific time of day before continuing to the next step.

Full control and visibility over every flow

Execution history

Every execution is logged with status, date and the step where it stopped. Identify problems instantly.

Workflow analytics

Total fired, completed, failed, average time and success rate per workflow.

Versioned editing

Edit an active workflow without interrupting ongoing executions. New activations use the updated version.

How teams use it

  • Automatic welcome on the first message from a new contact
  • Conversation assignment based on channel or label
  • Automatic follow-up if no reply within X minutes
  • Notification when a lead's lifecycle changes
  • Automatic close of conversations with no activity
  • Status change when a payment or confirmation is received

Automate the repetitive. Focus on what matters.

Workflows ready in minutes. No code required.