Automations

All articles in this section

• The Automations screenThe list of every flow you have built. Folders, search, status and trigger filters, list/grid views and row actions, explained one by one.
• Folders, bulk actions and the trashGroup automations into folders, turn many of them on, off or move them in one go, and bring deleted ones back from the trash.
• Creating a new automationStarting from a blank flow, naming it, filing it in a folder, adding the first trigger and the steps that actually make it run.
• Building an automation from a templateThe categories in the template gallery, the channel badges and step preview on each card, and what you must change after installing one.
• The flow editorThe automation's canvas: the top bar, the six tabs, the autosave indicator, the zoom buttons, the pre-publish check list and the minimap.
• Adding, connecting, moving and deleting stepsAdding steps on the canvas, wiring exits together, moving, duplicating, copying and pasting, deleting, and the keyboard shortcuts.
• Automation settingsEvery field on the Settings tab: name, folder, the re-entry rule for the same person, interruptibility, and deleting the automation.
• Publishing, turning off and automation statesWhat the Publish button actually does, the difference between Draft, Live and Off, and the situations where publishing is blocked.
• Test runsTrying a flow without publishing it using the simulator on the Test tab, and sending the draft to a real contact; which steps run in a test and which are skipped.
• Automation logs (run history)The session list and the step-by-step log on the Logs tab: this is where you read why a message never arrived, why the flow took that branch and where the session stopped.
• Automation statsThe five number tiles and the per-step table on the Stats tab: how many people stopped at each step and how often each button was tapped.
• Versions and rolling backHow every publish is kept as an immutable version, what the difference summaries in the list mean, loading a version into the draft and rolling back to an older one.
• The Basics tab and the default replyThe flows that exist once per account. Setting up the default reply in one click, its frequency limit, and the welcome message and conversation starters coming soon.
• The Global rules screenEvent-to-action links that run outside flows: which events exist, how to narrow the filters, which actions you can pick and which automation a rule starts.
• The Sequences screenFollow-up steps spread over days: building a sequence, step timing, the stop-on-reply rule, and how people enter and leave a sequence.
• Direct entry links and QR codes for a flowThe address and QR box on the Link / ad trigger: copying the link, giving it a tag (ref), downloading the QR code and where to use it.
• Example: building a daily information flowBuilding a flow that answers a business's everyday questions from scratch, testing it, publishing it, reading the logs and improving it a week later.