Workflows

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

  1. 01

    Choose Create workflow and name the flow

    Choose Create workflow and name the flow.

  2. 02

    Select the trigger channels

    Select the trigger channels.

  3. 03

    Add conditions and actions from each path

    Add conditions and actions from each path.

  4. 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.