Tự động hóa
Xây dựng quy trình làm việc tự động với các yếu tố kích hoạt, hành động và độ trễ.
Workflow Components
Triggers
Start a workflow when: contact created, message received, tag added, form submitted, schedule (cron), or webhook received.
Conditions & Branching
If/else logic based on contact fields, tags, message content, or custom expressions. Route contacts down different paths.
Delays
Wait for a specified duration (minutes, hours, days) or until a specific date/time before continuing.
Actions
Send WhatsApp/Email/SMS, add/remove tags, update contact fields, create CRM deal, call webhook, assign to agent.
Creating a Workflow
- Go to Automations → Create
- Name your workflow and select a trigger type
- Use the visual builder to add conditions, delays, and actions
- Connect nodes by dragging from one to another
- Test with a sample contact before activating
- Toggle the workflow ON to start processing
Example Workflows
Welcome Series
Trigger: Contact created → Send WhatsApp greeting → Wait 1 day → Send email with features
Abandoned Cart
Trigger: Webhook from Shopify → Wait 1h → Send WhatsApp reminder → Wait 24h → Send email with discount
Lead Qualification
Trigger: Form submitted → Check tag 'Enterprise' → If yes: assign to sales agent, else: send auto-reply
Feedback Loop
Trigger: Order delivered → Wait 3 days → Send satisfaction survey via WhatsApp