Workflows

How do I create a workflow?

Go to Workflows → Templates and choose New Workflow. Describe the process in a chat, or start from an example, then review the steps and publish. Only owners and admins can design workflows.

How do I start a case for a client?

Go to Workflows → Cases and choose Start Workflow. Pick the workflow and the contact. Your team’s steps appear in My Work, and the client gets a link to their portal when a step is waiting on them.

Can I change a workflow while cases are running?

Yes. Publishing a change creates a new version. New cases use it, and cases already running finish on the version they started on.