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Workflows
Automating repetitive tasks for customers and agents with our no-code visual builder—including triggers, conditions, rules, and Fin AI Agent.
Workflows explained
Simple automations explained
How to trigger a Workflow
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
Workflows builder explainer videos
Using the Workflows builder
Configure Workflow trigger settings
Using actions in Workflows
Using branches in Workflows
Add videos to Workflows
Trigger AI summaries from Workflows
Build inbox automations using Workflows
Omnichannel support for Workflows
Preview and set Workflows live
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
Chatbot CSAT
Using ticket states in Workflows
Manage auto-replies and spam from social channels using Workflows
Hand off a conversation based on timezone
Multilingual workflows [beta]