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Workflow Templates

Last Update: Sep 2024 Est. Read Time:
To check plan availability, see the pricing page.

Workflows are one of the most powerful features in Kustomer, and Workflow Templates help you to get started with them even faster. You can find and use these templates in the Workflows Template Gallery.

To access the gallery, go to Settings > Platform > Workflows.

Hover your cursor over a template to see a description of how it can be used.

To get started, select Use This Workflow. The Workflow Editor will open where you can then adjust the template to fit your team's needs.

The following templates are currently available to all organizations:

  • Assign Based On Receiving Email - Assign email conversations to the appropriate team based on the email address the message was sent to.
  • Tag Conversation Based On Customer Attribute - Assign a "VIP" tag to all conversations created for customers who have a vipBool field set to true.
  • Tag Conversation Based On Email Content - Check the subject and body on new email conversations and automatically tag them based on keywords found.

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