VISUAL WORKFLOWS

Decide the route before the message arrives.

Start from a conversation event, choose the inboxes, branch on context and run the exact assignments or record actions your operation needs.

Build a workflow ↗
THE BUILDER

A visible graph with configuration beside every step.

The canvas represents the real execution graph. Select a node to edit its fields on the right, insert a step between nodes and test the draft before publishing.

TRIGGER

Conversation opened

Select one or more inboxes. The workflow only evaluates conversations from those channels.

BRANCH

Match all or any

Evaluate message content, inbox, labels and customer fields with explicit operators.

ASSIGN

Choose the owner

Assign an AI agent, human user, team or the human queue.

MESSAGE

Send a reply

Add a workflow message at a deterministic point in the route.

PRIVATE NOTE

Leave internal context

Record information for the team without sending it to the customer.

CONTACT & LABELS

Update the workspace

Add or remove labels and write approved standard or custom contact fields.

SAFE TO OPERATE

Draft, test, publish and trace.

Workflow changes stay in a draft until published. The test runner uses a sample inbox, message, labels and contact record. Execution history shows the target, outcome, version and conversation.

↶

Undo and redo

Make structural edits without losing the previous graph state.

▶

Preview a draft

Run the route with a controlled sample before it handles live traffic.

⌁

Execution history

Open the originating conversation and inspect the published version used.

WORKFLOW + AGENT

The workflow chooses who handles it. The agent handles the conversation.

This keeps routing deterministic while the assigned AI agent reasons inside its own knowledge, skills and permissions.