Build and inspect an automation flow

Automations connects a trigger to a sequence of actions. The visual editor includes conversation steps, routing, data operations and external integrations.

Navigation pathAutomations → New flow or an existing flow

PrerequisitesA defined trigger, intended actions and required integrations.

Usage steps

Open Automations and create a New flow or select an existing flow. Review its draft or active state and validation indicator.
Choose the trigger appropriate to the workflow, such as Call Ended, Inbound Message, Campaign Contact, Schedule or Webhook.
Add the required steps from the palette and connect them in the intended sequence. Select a block to configure its fields.
Use Filter, Time Filter, Branch, Loop or Wait where the flow needs conditions, routing or timing. Set Variable and API Request support data handling.
Resolve validation issues, save the version and use Test run with controlled inputs. Inspect Executions to understand what ran.
Activate only when the tested flow is ready to respond to live events.

Build and inspect an automation flow — Figure 37. The editor has a step palette, connected canvas, block settings, validation, version controls and an execution view.

Expected result. You have a configured, tested flow ready for activation.

Practical notes and troubleshooting. Test runs can execute configured actions. Use test destinations for steps that send messages, place calls or change external records. To message a whole list instead, use an SMS campaign (see SMS).

Connect CRM and messaging servicesCRM and messaging integrations let agents and workflows use business systems. Connecting a service establishes access; the workflow still needs to define what data or action to send.Work with WhatsApp conversationsWhatsApp provides a conversation inbox for the workspace, synchronised through Twilio. Search for an existing thread or start a conversation with a known contact.