Workflow Engine

Automate repetitive CX tasks with zero engineering.

Build intelligent event-driven workflows that auto-assign chats, dispatch webhooks, apply tags, and trigger timely customer follow-ups automatically.

Event-Driven Workflow Triggers

Execute actions based on inbound messages, conversation opened, ticket status change, tag added, or customer inactivity.

Multi-Condition Branching

Evaluate customer attributes (e.g. VIP status, country, operating hours, channel) to trigger unique branched pathways.

Automatic Conversation Labeling

Auto-tag conversations based on detected keywords (e.g. "refund", "urgent", "billing") and route to the right department.

Scheduled BullMQ Background Tasks

Send timed follow-up messages after 24 hours of inactivity, trigger automated CSAT surveys, or auto-close resolved tickets.

Outbound Webhooks & API Actions

Send HTTP POST webhooks to your custom CRM, ERP, billing database, or external notification systems automatically.

AI Step Integration

Insert AI summarization, sentiment classification, or automated language translation directly into any workflow pipeline.

Event Triggers

If This Happens, Do That, Across Every Channel

Combine triggers from WhatsApp, phone calls, web forms, and external webhooks to orchestrate seamless customer journeys.

  • Auto-send CSAT survey when a conversation is marked resolved
  • Escalate to supervisor if no agent replies within 5 minutes
  • Sync customer contact details to Salesforce whenever a deal stage updates
  • Send WhatsApp confirmation upon successful M-Pesa payment
Rule: High_Value_Payment_FollowupStatus: Running

1. TRIGGER: Webhook Ingested

event: "mpesa.stk_push.success" (Amount > KES 50,000)

2. ACTION: Update CRM

Set contact tag: "VIP_CUSTOMER" & Stage: "Closed Won"

3. ACTION: Dispatch WhatsApp Template

Send template: "vip_welcome_onboarding" with personal rep info

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