Workflows overview

September 21 2024 1:41am
Workflows make it easy to automate processes or add custom business logic to take full advantage of the Kustomer platform. Workflows are triggered when events o...

Common workflow fields

September 23 2024 6:17pm
Certain fields are used fairly consistently when building out workflows. For example, it is common to check the message channel or direction. In addition, you m...

Workflow Templates

September 24 2024 8:49pm
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 te...

Test and debug Workflows by viewing logs

September 29 2024 3:33pm
As you are building out workflows, it's important to understand how to test and troubleshoot them for your team. You can do this using logs, which give you ...

Best practices for automations

October 7 2024 2:33pm
This article will cover the tools that can process automations within any Kustomer organization, as well as provide use case examples and testing methods.Who ca...

Import and export workflows

October 28 2024 2:32am
Workflows can be exported and imported in JSON format. This allows you to take workflows you've created in a test or sandbox organization and move them into...

Use form hooks to ingest a web form

October 28 2024 3:17am
If you have a Contact Us web form on your website, you can pass those submissions along to Kustomer where your team can answer them like any other conversation....
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