Conquer your customer support queue with Workflows

Use workflows to improve team efficiency, organize emails, and automate actions.

What are Workflows?

Workflows are similar to filters or rules in other email clients. By setting a condition (what youโ€™re looking for) and an action (what you want to happen), you can spend less time redirecting emails, and more time engaging with customers.

Workflow Building Blocks

Every Workflow starts with a goal: If one event takes place, what action should happen after?

You can add multiple conditions to a single workflow, like: if the subject line contains โ€œrefund,โ€ then add a tag for โ€œpaymentsโ€:

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