Workflow Automation
Visual drag-and-drop workflow builder with nudge configuration
12 Active Agents
0
12%
Total Workflows
0
8%
Active Workflows
0
Draft Workflows
0
Avg Nodes per Workflow
Workflow Automation
| Workflow | Trigger | Channel | Market | Status | Nodes | Enrolled | Completed | Actions |
|---|
draft
BPMN Activities
Task
BPMN generic task
User Task
Human interaction task
Service Task
Automated system task
Script Task
Execute script code
Send Task
Send message task
Receive Task
Receive message task
Business Rule
Execute DMN decision
Sub-Process
Nested process flow
Call Activity
Invoke another process
BPMN Events
Start Event
Process entry point
End Event
Process exit point
Timer Event
Time-based trigger
Message Event
Message trigger
Signal Event
Broadcast signal
Error Event
Error handler
BPMN Gateways
Exclusive (XOR)
Single path decision
Parallel (AND)
Parallel execution
Inclusive (OR)
Multiple path decision
Event-Based
Event-driven routing
Complex
Custom routing logic
BPMN Data
Data Object
Process data reference
Data Store
Persistent storage
Annotation
Documentation note
0 Models
0 Production
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0 Datasets
0 Records
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Del Delete Ctrl+S Save Ctrl+Z Undo Ctrl+Shift+Z Redo Ctrl+C/V Copy/Paste Space+Drag Pan ? Shortcuts
Design Your Customer Workflow
Drag a Trigger from the palette to begin
or apply a Workflow template from the sidebar
Scroll to pan · Ctrl + scroll to zoom · Ctrl+1 zoom fit
or apply a Workflow template from the sidebar
Scroll to pan · Ctrl + scroll to zoom · Ctrl+1 zoom fit
100%
Workflow AI
Powered by GPT-4o
AI Workflow Assistant
Design customer engagement journeys, configure workflow nodes, simulate flows, and optimize automation performance with AI guidance.
Workflows
ML Models
Nudges
Datasets
BPMN 2.0
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Workflow Health
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Score
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AI Predictions
Expected Engagement
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Projected Collection
$--
Churn Prevention
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AI Recommendations
Target Segments
High Value (0)
Responsive (0)
Needs Escalation (0)
AI Actions
Human Tasks & Approvals
Pending Approvals
No pending approvals
Available Task Forms
Approval Chains
Multi-Agent Consensus
No active consensus sessions
SLA Monitoring
No SLA violations
Collaboration
No comments yet
Workflow Variables
0
Select a node to edit
Drag nodes from the palette onto the canvas, then click output → input ports to connect them.
Node
Trigger Configuration
AI Recommendation
Available Fields:
Wait Configuration
Delay Until
Nudge Configuration
Merge Fields
Branch Condition
Customers matching → Yes branch, otherwise → No branch
Audience Segment
0 customers
Only customers in this segment will proceed through the Yes path.
A/B Split Test
A50% / 50%B
Update Customer Field
Webhook Call
Loop Configuration
Body → Loop output, exit when done → Exit output
Switch Configuration
First matching case → Match, no match → Default
Parallel Execution
All branches execute simultaneously. Join mode determines when the workflow continues.
Human Task
Workflow pauses until the task is completed by the assignee.
BPMN Start Event
BPMN End Event
BPMN Timer Event
Examples: PT1H (1 hour), P1D (1 day), R3/PT10M (3x every 10min)
BPMN Message Event
BPMN Signal Event
Global signals are broadcast to all instances.
BPMN User Task
BPMN Service Task
BPMN Script Task
BPMN Exclusive Gateway (XOR)
XOR: Only one outgoing path is taken based on conditions.
BPMN Parallel Gateway (AND)
AND: All outgoing paths execute in parallel. Waits for all to complete on join.
BPMN Business Rule Task
BPMN Sub-Process
BPMN Call Activity
BPMN Data Object
BPMN Text Annotation
BPMN Error Event
BPMN Data Store
BPMN Event-Based Gateway
Exclusive: first event wins. Parallel: all events must occur.
If checked, events can start new process instances.
BPMN Complex Gateway
BPMN expression defining when the gateway activates.
BPMN Node Configuration
Agent Consensus
Hold Ctrl/Cmd to select multiple agents
Multiple agents vote to reach a decision based on consensus rules.
Agent Debate
Agents debate a topic in rounds before reaching a conclusion.
Agent Review
confidence
An agent reviews and validates content before proceeding.
Agent Escalation
Escalate the workflow to higher-level agents or human review.
Approval Form
Auto-route based on amount/category rules
Any team member can approve
Read approver ID from workflow variable
Display a form for human approval with configurable fields.
Approval Chain
Override chain based on amount/category
Multi-level approval workflow with configurable chain.
Task Assignment
Task assigned to first available team member
Comma-separated list of required skills
Read assignee ID from workflow variable
Store task completion status in a workflow variable.
Assign a task to a team member for completion.
Collaboration Gate
Hold Ctrl/Cmd to select multiple roles
Hold Ctrl/Cmd to select multiple
One member from each team must participate
Read participant list from workflow variable
Require multiple participants to collaborate before proceeding.
Quality Gate
/ 1.0
Validate quality metrics before proceeding.
Data Validator
Validate data against defined rules.
Rollback Point
Create a checkpoint for potential rollback.
Metrics Capture
Capture performance and business metrics.
SLA Checkpoint
Monitor and enforce SLA compliance.
Anomaly Detector
Medium
Detect unusual patterns or outliers in workflow data.
Node Output Variable
Store this node's result in a workflow variable for use in downstream nodes.
Connections
Workflow Configuration
Manage dropdown options, roles, fields, and more
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Select a configuration from the list
Execution Log & Audit Trail
0
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Schedule Workflow
Format: minute hour day-of-month month day-of-week
Workflow will execute automatically whenever this event is detected by the event monitor.
Workflow Settings
General
Execution
Run multiple branches simultaneously
Retry failed nodes automatically
Notifications
Notify when workflow completes
Alert on errors or failures
Data & Privacy
Track all workflow changes
Mask sensitive data in logs
Linked Resources
Tags
Edit
Copy Ctrl+C
Duplicate
Connect
Add Send After
Add Condition After
Add Wait After
Disconnect All
Canvas
Add Sticky Note
Select All Ctrl+A
Delete Del
Workflow Structure
Confirm Action
Are you sure you want to proceed?
Keyboard Shortcuts
Delete nodeDel
DeselectEsc
SaveCtrlS
UndoCtrlZ
RedoCtrlShiftZ
CopyCtrlC
PasteCtrlV
Select allCtrlA
Search nodesCtrlF
Nudge node\u2190\u2191\u2192\u2193
Nudge (large)Shift + \u2190\u2191\u2192\u2193
Pan canvasScroll / Space + drag
Zoom to cursorCtrl + scroll
Zoom to fitCtrl1
Shortcuts?