Workflows

This guide shows you how to migrate your existing AI Objective Workflows to AI Agents, our more powerful, flexible, and future-ready AI feature. You’ll learn how to move your persona, objectives, variables, and knowledge sources so a single AI Agent can replace and improve on your old AI Objective Steps.

Learn about best practices, use cases and how it works when implementing the Update Lifecycle Step.

Learn about the configuration, how it works, best practices and more when implementing the Send Conversions API Event step.

Learn how to prevent workflow loops that cause unnecessary repetitions, system overload, and delays.

Learn about the best practices, use cases and how it works when implementing the Send TikTok Lower Funnel Event Step.

Learn about the configuration, best practices and use cases for implementing the Add Google Sheets Row Step.

Learn about the configuration, best practices and use cases for implementing the HTTP Request Step.

Learn about the configuration, best practices and use cases for implementing the Trigger Another Workflow Step.

Learn about the configuration and use cases for implementing the Wait Step.

Learn about the configuration and use cases for implementing the Date & Time Step.

Learn about the configuration, best practices and use cases for implementing the Jump To Step.

Learn about the configuration, best practices and use cases when implementing the Add Comment Step.

Learn about the configuration, use cases and how it works when implementing the Close Conversation Step.

Learn about the best practices, use cases and how it works when implementing the Open Conversation Step.

Learn about the configuration, how it works and use cases when implementing the Update Contact Field Step.

Learn about the configuration, how it works and use cases when implementing the Update Contact Tag Step.

Learn about the configuration, best practices and use cases when implementing the Branch Step.

Learn about the configuration, best practices and use cases when implementing the Assign To Step.

Learn about the configuration, best practices and use cases when implementing the Ask a Question Step.

Learn about the configuration, best practices and use cases when implementing the Send a Message Step.

Learn about the configuration, best practices and use cases when implementing the AI Objective Step.

Learn about the fundamental configurations of a Workflow Step and discover all the available Steps in a Workflow.

Learn all about Triggers and how they can be used to make a Workflow run.

Learn how to view, set up and manage Workflows automation.