Visual Workflows
Build automation with a drag-and-drop workflow builder
This feature is currently in development. Documentation will be expanded as features are finalized.
What are Workflows?
Workflows let you build automation visually using a drag-and-drop canvas. Connect nodes to create logic flows that trigger on events, process data, and take actions automatically.
Workflow types
| Type | Description |
|---|---|
| Reactive | Triggered by incoming events (new message, new contact, etc.) |
| Proactive | Triggered by schedules or manual activation |
Available nodes
Triggers
- Message Received - Start workflow when a message arrives
- Contact Created - Start when a new contact is added
- Tag Added - Start when a tag is applied to a contact
Logic
- Condition - Branch based on conditions (if/else)
- Delay - Wait for a specified time before continuing
- Split - Run multiple paths in parallel
Actions
- Send Message - Send a WhatsApp message
- Add Tag - Apply a tag to the contact
- Assign Agent - Assign conversation to a team member
- Update Contact - Modify contact fields
- HTTP Request - Call external APIs
- AI Agent - Process with an AI agent
Workflow statuses
| Status | Meaning |
|---|---|
| Draft | Workflow is being designed |
| Active | Workflow is running and processing events |
| Paused | Workflow is temporarily disabled |
| Archived | Workflow is no longer in use |
Building a workflow
- Create workflow - Give it a name and select the type
- Add trigger - Define what starts the workflow
- Add nodes - Drag nodes from the sidebar to the canvas
- Connect nodes - Draw lines between nodes to create the flow
- Configure - Click each node to set its parameters
- Publish - Activate the workflow to start processing
Coming soon
- Workflow templates library
- Version history and rollback
- Execution logs and debugging
- Performance analytics