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Opening the builder
From the Workflows list, click any workflow name or select Edit Workflow from its three-dot menu. The builder opens on the Builder tab.Builder layout
Workflow name
At the top of the page you’ll find the workflow name with a pencil icon to edit it inline. Use a clear, purpose-driven name like “Appointment reminder — 24hr” so your team can identify it at a glance.Canvas
The canvas is the main working area. Triggers appear at the top; actions chain downward. The END block marks the last step of the workflow.- Add a trigger: Click + Add New Trigger
- Add an action: Click the + icon at any point in the chain, or drag an action from the sidebar onto the canvas
- Pause/resume an action: Hover over any action and click the pause/play icon to disable or re-enable it without deleting it
- Copy an action: Click the three-dot menu on an action and select the clipboard icon, or right-click the action module
- Zoom: Use the zoom controls or the four-corners icon to recenter your view
Publishing options (top right)
| Control | Description |
|---|---|
| Test workflow | Simulate the workflow on a specific test contact |
| Draft / Published toggle | Switch the workflow between inactive and live states |
| Recent changes | View a timestamped log of all edits; undo or redo changes |
| Save | Commit all pending changes (required after every edit on a published workflow) |
While a workflow is in Draft mode, changes save automatically. Once published, you must click Save after each change.
Left-side menu
The left sidebar gives you quick access to workflow tools:Notes
Notes
Add contextual notes to your workflow to explain specific steps or leave reminders for teammates. Notes are visible inside the builder and don’t affect execution.
Troubleshooting
Troubleshooting
Scan the workflow for configuration errors and view suggested fixes. Use this before publishing to catch missing fields or misconfigured actions.
Stats view
Stats view
After publishing, view performance data for each action — including delivery, open, and click stats — for the last 30 days or a custom date range. Click any individual action for deeper metrics.
Sticky notes
Sticky notes
Place virtual sticky notes directly on the canvas to annotate specific areas. Great for complex workflows with many branches.
Workflow switcher
Workflow switcher
Browse and search your other workflows without leaving the current builder. Click a result to open it in a new tab.
Version history
Version history
Review previous versions of the workflow, restore an earlier state, or branch a new workflow from a past version.
Workflow AI
Workflow AI
Use AI to optimize your automation — it can analyze your current workflow and suggest improvements for efficiency and accuracy.
Testing your workflow
Before going live, always test your workflow:Create a test contact
Go to Contacts, create a new contact with your own details (name, phone, email) that match what the workflow requires.
Enroll the test contact
In the test contact’s profile, scroll to Active workflows, click Add, and select the workflow. Leave the start time blank to begin immediately, or schedule it.
Observe execution
Check the Enrollment history tab in the workflow to confirm your test contact appears and is progressing through each step correctly.