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Using branches in Workflows
Using branches in Workflows

How to route your Workflows to the right paths using conditional branching.

Beth-Ann Sher avatar
Written by Beth-Ann Sher
Updated over a week ago

When building a Workflow, you can continue to the next path by using Reply Buttons (where a customer selects a Button to choose the route) or Branches. Branches route through the Workflow by checking each condition. If a condition is met, the Workflow will move on to the path which is connected to this condition.

With Branches, when a condition is met the Workflow will move straight to the connected path; no other connection will be made. If you’d like to have multiple conditions leading to different connections, you can use the Apply Rules action.

Adding a condition to Branches

To add a branch (or Condition), click the + button which will insert a new branch at the end of the “If” branches.

To choose the condition, click on Missing condition to open up the side panel.

Here you can select the data and construct the condition to apply to this branch.

Pro tip: If you have multiple branches, you can edit and rename the branch with a description as a guide or reference to help you easily identify it.

Using data in Branches

Conditional branching in Workflows supports all standard data attributes and custom data attributes within Intercom — that is Person Data, Company Data, Message Data, Conversation Data or Availability.

Tip: Use Conversation Topics within Branches, to route users according to the topic which the conversation has been labeled with.


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