Workflow Mode
Automate responses with visual workflows
Under development: Workflow mode is still being built and is not yet available for public use. This page documents planned functionality.
Workflow mode triggers a visual workflow when messages arrive. Build auto-replies, AI-powered responses, conditional logic, and complex automation - all without code.
When to use Workflow mode
- You want to automate responses to common questions
- You're using AI agents to handle customer inquiries
- You need conditional routing based on message content
- You want to build complex automation without coding
How it works
- A message arrives from WhatsApp
- Bouncer triggers the assigned workflow
- The workflow executes its steps (AI, conditions, replies, etc.)
- Responses are sent back through WhatsApp
Requirements
Workflow mode requires the Workflows feature, available on paid plans. Check your plan to see if you have access.
Setting up Workflow mode
- First, create a workflow in Workflows (sidebar)
- Go to Webhook Endpoints
- Click on your endpoint
- Select Workflow mode
- Choose your workflow from the dropdown
- Click Save
Building workflows
Workflows are built with a visual drag-and-drop editor. Common workflow nodes:
| Node | What it does |
|---|---|
| Trigger | Starts the workflow when a message arrives |
| AI Agent | Sends the message to an AI for a response |
| Send Message | Replies with a text or template message |
| Condition | Branches based on message content or contact data |
| Delay | Waits before continuing to the next step |
| Forward to Human | Escalates to a team member |
Example workflows
Auto-reply with AI
- Message triggers the workflow
- AI Agent processes the message
- AI response is sent back
Business hours routing
- Message triggers the workflow
- Condition checks if it's business hours
- If yes: Forward to human agent
- If no: Send "We'll reply tomorrow" message
FAQ bot with escalation
- Message triggers the workflow
- AI Agent tries to answer
- If AI confidence is low: Forward to human
- If AI answers: Send the response
Testing workflows
Before setting a workflow as your routing mode:
- Open the workflow editor
- Use the Test panel
- Send test messages to verify behavior
- Check the Runs tab to see execution history
Troubleshooting
Workflow not triggering - Make sure the endpoint is set to Workflow mode and the correct workflow is selected.
Messages not getting responses - Check the workflow runs to see if there are errors. Verify your AI agent is configured correctly.
Workflow errors - Open the workflow and check the Runs tab for detailed error messages at each step.