Get Started With Workflow

How to Set Up Email Inbox Workflows

Workflows are composed of conditions (what you’re looking for) and actions (what you want to happen). In this article, we will introduce you to the wonderful world of workflows! 

2. Select the gear icon on the right of the desired Inbox from the sidebar.

OR

Select the All Inboxes option from the Manage section in the left sidebar and navigate to the desired inbox from the dropdown. Click on the gear icon on the right of the desired Inbox and select the Workflow Setting option.

3. Give your workflow a name by entering the title of the rule.

4. 'WHEN' triggers when the workflow will activate for all incoming emails if the condition aligns with the specified criteria.

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5. Under 'IF', Select the criteria and operator (Is equal to, Contains, etc.) for your conditions.

5. Under 'THEN', choose the actions you want your workflow to apply when a conversation matches the conditions you specified. 

6. Click on Save button and toggle on the switch to activate the Workflow.

Manage Workflows

You can check, update and delete workflows in any email inbox.

Workflow for all other inboxes

To add workflows in other inboxes such as Chat widgets, WhatsApp, Instagram, Facebook etc  as well, follow the below steps:

1. Click on the All Inboxes under Manage section

2. Select the inbox you wish to add workflow in

3. Click on the three dots icon and select Workflow. 

4. Click on the "Create Workflow" button to create flows as per the requirements.

5. Add your desired conditions and SAVE the workflow. 

6. Add the Rule name, IF and THEN conditions and save the flow.

7. One can enable or disable the flow by turning the toggle on present at the top right corner of the page next to ENABLE.