Before you begin
Sign in to your workspace in another tab. Use a test contact or low-risk example whenever the guide asks you to check a customer-facing step.
Where to find it
Follow this path in your workspace
Automation → Workflows → Create Workflow
Step by step
- 01
Write the journey in plain language: entry event, customer promise, owner and finish condition.
- 02
Choose one precise trigger and add filters that prevent the wrong records from entering.
- 03
Add actions in small groups with intentional waits between customer messages.
- 04
Create goals or exit rules so completed customers do not receive irrelevant follow-up.
- 05
Publish only after testing a normal path, a missing-data path and a stop condition.
TalkTuit tips
Small details that make this work better
- Name workflows by outcome, not by internal shorthand.
- Avoid overlapping workflows that send the same message.
- Add an owner notification when human judgment is required.
Was this guide useful?Help us keep the knowledge base sharp.