Getting started with workflows

Getting started with workflows

Workflows let you automate responses and actions based on incoming messages or events.

How workflows work

A workflow consists of:

• Trigger — What starts the workflow (e.g. an incoming message containing a keyword)
• Conditions — Optional filters that determine if the workflow should continue (e.g. time of day, contact tag)
• Actions — What happens when the workflow runs (e.g. send a reply, add a tag, notify a user)

Creating a workflow

1. Go to Workflows and click Create workflow
2. Choose a trigger type (keyword, any message, or opt-out)
3. Add conditions if needed (office hours, contact filters)
4. Add one or more actions (send message, add tag, delay)
5. Save and activate the workflow

Tips

• Only one workflow can match per incoming message — the first matching workflow wins
• Use the visual builder for complex multi-step flows
• Test workflows by sending yourself a message from a different number