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Automation
Automating repetitive tasks for customers and agents with our no-code visual builder—including triggers, conditions, rules, and Fin AI Agent.
Automation Basics
Workflows explained
Introducing triggers for Workflows
Customer visits a page
Customer clicks a website element
Customer opens a new conversation in the Messenger
Customer sends their first message
When a customer calls
Customer sends any message
Customer or teammate has been unresponsive
Teammate changes conversation state
Reusable workflows
Using the Workflows builder
Workflows builder explainer videos
Build inbox automations using Workflows
Configure Workflow trigger settings
Omnichannel support for Workflows
Using actions in Workflows
Using branches in Workflows
Add a start over button to your Workflows
Preview and set Workflows live
Add videos to Workflows
Trigger AI summaries from Workflows
Optimizing Workflows with path analysis
Managing the order of your Workflows
Auto-close incomplete Workflows conversations
A/B testing Workflows and using Control groups
Prevent replies to Workflows for an entirely automated experience
Automatically qualify leads using Workflows
Route conversations based on team capacity
Require leads to give their email to start a conversation