Management overview
From the workflows list you can monitor workflow status (Active or Inactive), trigger types, and node counts at a glance. Use this view to see which workflows are live and how complex each one is before opening the editor.Ways to start
When you create a workflow, the creation modal offers three options:- Write with AI — Describe the workflow in plain language.
- Blank workflow — Start from scratch with an empty canvas.
- Pre-built templates — Start from ready-made flows such as Lead Capture Fast or Demo Booking.
Trigger types
Every workflow starts with one trigger:- New message
- Keyword match
- Event
Available node types
| Node | What it does |
|---|---|
| Trigger | starts the workflow |
| Send message | sends a fixed or templated message |
| AI response | generates a reply with AI |
| Wait for input | pauses until the user replies |
| Condition | branches based on logic |
| API call | sends an HTTP request |
| Delay | waits for a period of time |
| Set variable | stores a value for later nodes |
| Lead capture | saves lead information |
| End | ends the workflow |
Save, activate, and review
From the editor, you can:- rename the workflow
- change the trigger type
- save changes
- activate or deactivate the workflow
- open Executions to review run history
Best practices
- Start with one clear use case instead of a giant all-purpose workflow.
- Keep the first version short enough to test end to end.
- Use templates for speed, then refine the copy and branching.
Related pages
Actions
Reuse booking, lead capture, button, and API actions inside larger automation flows.
Keyword rules
Keep lightweight deterministic replies separate from multi-step workflows.
Leads and orders
Review the lead and order records your workflows help collect or route.
Inbox
Confirm workflow-driven conversations still land in the shared inbox as expected.