Workflows
What workflows are
The visual way to orchestrate multiple actions and decisions in a single automation.
Workflows are visual diagrams that describe step by step what should happen when an event occurs. Think of them as an assembly line: at each station there's an action, a decision, or a wait.
Why single actions aren't enough
A single action (send an SMS, update a contact) solves a simple case. But many real processes are more complex: "if the customer doesn't reply within 2 hours, send an email; if that doesn't work either, schedule a phone callback". Workflows let you express these conditional sequences without writing code.
Typical examples
- Multi-channel reminders. Send SMS 24 hours before the appointment. If unread, send WhatsApp 12 hours before. If still silent, call 1 hour before.
- New customer onboarding. When a new contact registers, send a welcome email, wait 3 days, send the services guide, wait a week, ask for feedback.
- Lead handling. When a new lead arrives, qualify it via AI based on the request; if interesting, create a task for the sales team, otherwise reply automatically with information.
- No-show recovery. If a reservation results in a no-show, send WhatsApp after 1 hour asking if rescheduling is needed; if positive, open available slots; if negative, archive.
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