Automation
Workflow Builder
Design complex business logic with ease. Our visual builder allows you to automate lead qualification, routing, and follow-ups without writing a single line of code.
Updated 2 days ago
Visual Automation
Think of workflows as the 'brain' of your CRM. They determine what happens when a new lead arrives, which agent should be assigned, and how Honey should respond initially.
Building Blocks
Every workflow is composed of Triggers and Actions:
- Triggers: New inbound message, specific keyword detected, customer inactivity.
- Logic Nodes: If/Else conditions, sentiment analysis, lead score calculation.
- Actions: Send message, assign to team, push to external CRM, trigger Slack alert.
Pre-built Templates
Don't start from scratch. We provide community-tested templates for "Abandoned Cart Recovery", "New Inquiry Routing", and "Post-Purchase Support".