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Agents

Workflows

Workflows run when something happens (new inbound, deal stage change, form submit) or as a conversation script the agent follows. They send messages, set CRM properties, hand off, and call integrations.

In the app: Agents → Workflows

Create a workflow

  1. Open Agents → Workflows and create a workflow (or start from a blueprint).
  2. Pick a trigger: inbound message, stage change, form submit, and others in the palette.
  3. Add steps: send template, reply from knowledge, set custom property, hand off to a human, invoke a connector.
  4. Use Test on the canvas with a test contact before you enable it for live traffic.
  5. Turn the workflow on. Inspect runs from the workflow and from Insights → Agents.