Workflow Builder

Overview

The Workflow Builder lets you create powerful automations using a visual drag-and-drop interface with 50+ integration blocks.

Getting Started

Create a Workflow

1. Go to Workflows in the sidebar
2. Click Create Workflow
3. Give your workflow a name
4. Start building!

Workflow Structure

Every workflow has:

• Trigger - What starts the workflow
• Actions - What the workflow does
• Conditions - Logic to control flow

Triggers

Message Triggers

• Message Received - When a new message arrives
• Message Status - When message status changes

Schedule Triggers

• Cron Schedule - Run at specific times
• Interval - Run at regular intervals

Webhook Triggers

• HTTP Webhook - Triggered by external HTTP requests

Actions

Messaging

• Send WhatsApp Message - Send text, template, or media
• Send Email - Send emails via connected accounts

Logic

• Condition - Branch based on conditions
• Loop - Iterate over lists
• Delay - Wait for a specified time

Integrations

• HTTP Request - Call external APIs
• AI Processing - Use OpenAI, Claude, etc.
• Database - Query or update data

Utilities

• Set Variable - Store data for later use
• Transform Data - Modify data with JavaScript
• Log - Debug your workflows

Variables

Use variables to pass data between blocks:

{{trigger.message.content}}
{{variables.customerName}}
{{steps.api_call.response.data}}

Example Workflows

Auto-Reply

1. Trigger: Message Received
2. Condition: Check if business hours
3. Action: Send WhatsApp Message with greeting

Lead Qualification

1. Trigger: Message Received
2. Action: AI Processing to extract intent
3. Condition: Check intent type
4. Action: Assign to appropriate team

Tips

• Test workflows in Draft mode first
• Use Console to debug
• Publish when ready for production