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⚙️Workflow Builder

No-code automation for support, sales, onboarding, and lifecycle journeys.

Design repeatable operational workflows for customer onboarding, reminders, escalation, and retention using a visual flow builder — no engineering required.

Best forOps teams that need consistent, scalable processes without writing code
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4Built-in capabilities
4Native integrations
3Measured outcomes

What Workflow Builder can do

01

Visual flow builder

Design automation flows on a drag-and-drop canvas. Connect triggers, conditions, and actions without writing a line of code.

02

Rule and trigger blocks

Start flows from events like new orders, inbound messages, customer tags, or scheduled time intervals.

03

Conditional branches

Fork flows based on customer attributes, message content, webhook responses, or previous step outcomes.

04

Reusable automation templates

Save flows as templates for reuse across teams, or duplicate an existing flow as the starting point for a new one.

How it works

01

Choose a use-case template or start from a blank canvas in the flow builder

02

Configure triggers, conditions, delay steps, and message actions

03

Publish and monitor automation runs, pausing or editing at any time

Integrations

Works alongside the tools your team already uses.

ShopifyRazorpayStripeInternal webhooks

Expected Outcomes

What teams typically see after going live.

  • Less manual follow-up work per agent per day
  • Consistent customer journeys that don't depend on individual team members
  • Faster onboarding and support resolution across high-volume periods

Common questions

Do I need coding skills to build flows?

No. Core flow design is fully visual. Webhook steps are available for advanced integrations if needed.

Can I safely edit a live automation?

Yes. You can pause, duplicate, and version flows before republishing any changes to a live automation.

Ready to launch Workflow Builder?

Book a live walkthrough and we will map this product to your channels, team, and growth goals.

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