Workflows Overview
Workflows allow you to automate repetitive tasks using a visual drag-and-drop builder.
Key Concepts
- Trigger — What starts the workflow (new ticket, message received, etc.)
- Steps — Actions to perform (send message, assign ticket, HTTP request, etc.)
- Conditions — Branch logic based on data
Creating a Workflow
- Navigate to Workflows in the sidebar
- Click New Workflow
- Add a trigger and steps using the visual builder
- Configure each step's settings
- Activate the workflow