Skip to main content

Automation & Flow Builder

The Automation suite governs how Wokfow routes messages, configures AI agents, and structures sales funnels.

🔗 1. Channel Assignments​

This dashboard connects your live messaging accounts to specific automated Sales Flows:

  • Active Channels: Displays all connected WhatsApp, Telegram, or Facebook accounts.
  • Flow Mapping: Choose which Sales Flow is assigned to each channel account. Incoming messages will automatically trigger this flow.
  • Status Indicators: Monitor connection health (e.g., CONNECTED or DISCONNECTED).

🎨 2. Visual Flow Builder​

The Flow Builder allows you to construct interactive customer journeys using a visual Directed Acyclic Graph (DAG) canvas:

  • Workflow Steps: Nodes representing specific funnel stages.
  • Step Goals: Define the target objective of a step (e.g., Capture phone number) to keep agents focused.
  • Message Sequences: Pre-program a series of messages to send automatically when a client enters this step.
  • AI Profile Setup: Inside the Flow, configure how the AI responds:
    • Language & Tone: Set language (e.g., English) and personality (e.g., professional, friendly).
    • Product Summary & Pricing: Central source of facts for the AI regarding your business.
    • Forbidden Claims: Bullet points of claims the AI should never make.
    • Sales Guidance: Tips on how the AI should close deals.
  • AI Flow Assistant: Open the assistant side-drawer to ask the AI to "Explain this flow," "Generate a new step sequence," or "Suggest fixes."

🧠 3. AI Agents & Knowledge Base​

Configure independent AI Agents to execute tasks and access your company's data:

  • Agent Workspace: Define agent instructions and select model variables.
  • Knowledge Base: Upload files or paste text documents:
    • Collections: Group files by category (e.g., Product Specs, Shipping Terms).
    • Items: Individual documents accessible by the AI to answer client questions.
  • Approvals Panel: Approve or reject draft actions drafted by the AI.
  • History Logs: Audit past AI execution paths, responses, and token usage.

🚦 4. Testing with Sandbox​

Before launching your flows to live customers, test them inside the Sandbox:

  1. Select a Flow: Choose the draft flow you wish to test.
  2. Simulate Conversations: Type test messages from a mockup customer perspective.
  3. Inspect Routing: Watch the debugger live as it updates the customer's funnel step, calculates the intent score, extracts metadata variables, and matches AI branches.
  4. Verify Follow-ups: Check if scheduled follow-up alerts trigger at the correct intervals.