All Workflows

Workflows are automated sequences: something happens in your business (a trigger), and the system can then run one or more steps (actions) you have designed. You can group workflows into folders, see their status, open the design screen to build triggers and steps, adjust communication settings, and review past runs in an execution log.

​

📋 All Workflows (main list)

The screen is split into two parts: Folders on the left and All Workflows on the right.

​

🗂️ Folders (left)

• All Workflows — Shows every workflow for your organization. This row is highlighted when you are viewing the full list.
• Your folders — Each folder is a label you create to organize workflows. Click a folder to show only workflows stored in that folder.
• + Add — Opens a small window to create a folder. You give the folder a name and save.

• Drag handle (next to each folder name) — Lets you drag folders up or down to change order. When you finish dragging, the new order is saved.
• More options (three dots) on a folder — Edit opens the same kind of window to change the folder name. Delete removes the folder; workflows that were only in that folder are moved to No Folder (they are not deleted).
• If you have no custom folders yet, you see a short message encouraging you to create some.

​

📑 All Workflows table (right)

• Title: All Workflows.
• Create Workflow — Starts a new workflow. The system creates it with a default name that includes the date and time, sets it as a draft, and takes you straight to the design screen . You do not fill in a separate form first when you use this button.

• The table can show how many rows per page you want (for example 10). You can search the list.
• Columns:
  • # — Row number.
  • Name — The workflow name. Clicking the name opens the design screen for that workflow.
  • Status — Shown as a label:
    • Draft — Not yet turned on for live runs in the usual way.
    • Inactive — Not running.
    • Active — Running according to your rules.
  • Created By — The person who created the workflow.
  • Created At — Creation date (month, day, year).
  • Action — Opens a menu (three dots) with:
    • Edit — Opens the design screen.
    • Change Folder — Opens a window to put this workflow in No Folder or in one of your folders, then save.
    • Activate or Deactivate — Switches between active and inactive. (If the workflow is draft, the wording still follows this pattern from the menu.)
    • Duplicate — Makes a copy whose name ends with “(Copy)”, sets it to draft, and opens the design screen for the copy.
    • Delete — Removes the workflow after you confirm.

Deleting a workflow asks for confirmation. Changing folder from the table asks you to pick a folder and confirm with Save.

​

🛠️ Workflow design screen

This is a full-page Workflow Builder where you shape triggers, steps, and saving. It uses its own top bar (logo, profile menu with Profile and Log Out).

​

🏷️ Top bar (workflow name and actions)

• Workflow name — Shown in large text. The pencil button lets you change the name in a prompt.
• Builder — Tab for the visual canvas (default).
• Settings — Tab for communication and timing options (see below).
• Executions Log — Tab for a table of past runs (see below).
• SOPs — Opens help text (Standard Operating Procedures) about how to use the builder: basics, triggers, actions, conditions, saving, testing, and related topics in expandable sections.
• Zoom out / Zoom in — Changes how large the canvas appears.
• Test — Runs a test of the workflow (what exactly happens depends on your setup).
• Status control — Works with whether the workflow is running or held back; the label and icon on the button match what you see at the moment (for example play or pause). Use this together with Draft / Active / Inactive on the main list.
• Save — Saves the workflow design you have built on the canvas.
• Back — Returns to All Workflows.

​

💡 Builder tab (canvas)

• Large grid area where your workflow is drawn.
• Add New Trigger — Opens a panel to search and pick from categories of triggers (the exact list comes from your system’s trigger library). Choosing one adds a trigger block to the canvas.

• Triggers sit in a row; you can add more than one. Each trigger can connect downward to actions (steps). Plus controls under triggers add the next steps.

• Lines connect triggers to actions so you can see the flow.
• Workflow Overview (mini map) — A small overview box can show a simplified picture of the flow; you can drag inside it to move your view on the big canvas.
• Node toolbar (when a block is selected) — Edit, Delete, Duplicate for that piece of the flow.
• Trigger blocks are styled in green tones; action blocks in yellow tones; condition-style blocks use red accents in the design.

Triggers and actions come from your organization’s libraries. Examples include contact, appointment, pipeline, and dialer-related triggers, and actions such as tags, notes, SMS, waits, and pipeline moves—each action has its own configuration when you edit it.

​

⚙️ Settings tab

A Save Settings button at the top saves this tab.

• Timezone — Account Timezone — Pick the time zone used for wait steps and for time window rules. Help text explains that waits and time windows follow this zone.
• Allowed Users (shown when your organization uses the full company user list) — Pick which people may start this workflow. If you leave it empty, everyone can trigger it.
• Time Window
  • Switch Specific Time on to limit when automated actions may run.
  • When on: Start Time, End Time, and Include Days (Sunday through Saturday checkboxes). Help text explains that actions only run inside this window, otherwise the system waits for the next allowed window.
• Sender Details
  • From Name and From Email — Defaults for outgoing email; individual email steps can override these.
  • From Number — Default sending number where applicable. Help text references email and overrides inside email actions.

​

📊 Executions Log tab

• Title: Workflow Executions Log.
• Filter by trigger — For example All Triggers, Contact Tag Added/Removed, Contact Created/Changed, Disposition Change, Note Added, Pipeline Stage Change, Appointment Status, Incoming SMS, Customer Booked Appointment, Dialer Call Details, AI Call Details.
• Filter by status — All, Completed, Running, Failed, Paused.
• Table columns: #, Trigger, Contact, Status, Actions, Started At, Duration, Details (to open more information about that run).

​

💾 Saving your work

• Use Save on the builder when you want to be sure everything is stored.
• The builder may save automatically as you work; you can still use Save whenever you prefer.

Your design—which triggers you added, their filters, and the ordered list of actions—is kept together with the workflow’s name, description, and status.