Create a workflow
Build, test and publish a routing flow.
Before you start
Use a test channel or sample conversation first. Confirm the visible result in ValueChat before applying the setup to production traffic.
How it works
- 01
Choose Create workflow and name the flow
Choose Create workflow and name the flow.
- 02
Select the trigger channels
Select the trigger channels.
- 03
Add conditions and actions from each path
Add conditions and actions from each path.
- 04
Test routing, save the draft and publish when the result is correct
Test routing, save the draft and publish when the result is correct.
What to verify
✓The expected channel, conversation, contact or execution is visible.
✓The assigned person or agent matches the routing rule.
✓No customer-facing message claims an action that failed.
✓Activity or execution history contains enough context to investigate.
Need help?
Collect the workspace, channel, conversation and execution identifiers, then contact support@valuechat.app. Never send API keys or passwords.