Workflows in Flovoo

Workflows assign new contacts to your team members automatically, so you don’t have to assign each contact manually.

You choose the channels and team members, and each new contact that arrives from those channels is assigned to the next member in the list, in rotation.

How do workflows work?

When a new contact is created on the selected channels, it is assigned sequentially to the next teammate in the list. For example, if you select Sara, then Ali, then Yousef: the first contact goes to Sara, the second to Ali, the third to Yousef, and the fourth to Sara again.

Workflows apply to new contacts only and don’t change the assignee of existing contacts.

Create a workflow

To create a workflow:

1. 1
   Click Workflows in the sidebar.
2. 2
   Click Create Workflow.
3. 3
   From Channels, select one or more channels.
4. 4
   From Assignees, select members in the order you want contacts distributed.
5. 5
   Click Save.

The workflow is saved as Active and starts working right away, with an automatic name such as Workflow 1.

AI agent first

In the Assignees list, you can also select an AI agent. New chats then go to the agent first, and the members you selected are the hand-off rotation when the agent hands the chat to your team.

To learn more about agents, see AI Agents Overview.

Turn a workflow off or on

Use the toggle next to the status in the workflow row. When you turn it off, its status changes to Inactive and new contacts aren’t assigned automatically until you turn it back on.

Edit a workflow

Click the pencil icon in the Actions column to open Edit Workflow. Change the channels, the members, or their order, then click Save.

What’s in the workflows list?

• Workflow: the name and number of assignees.
• Channels: the channels it runs on.
• Assignees: member avatars, and AI first if you selected an agent.
• Status: Active or Inactive, with the toggle.

To add new members to your team before adding them to a workflow, see Managing Members.