Agentic Workflow — Advanced Settings — Hyperleap AI Help Center

The Notifications tab emails every lead and every transcript. An agentic workflow is more selective: you write instructions in plain English, and after each conversation the AI decides whether it's worth an email and writes it. Open your chatbot, click "Advanced Settings", and select the "Agentic Workflow" tab.

Tip:

Agentic Workflow is on the Pro and Max plans. On Plus, the tab shows a badge with the plan you need.

How It Works

It waits for the conversation to go quiet. The workflow runs once the visitor has sent no new message for the Execution Delay you set. Every new visitor message restarts the wait.
It runs on every channel. Website chat, WhatsApp, Instagram, and Messenger conversations all trigger it.
It runs once per conversation, and only when the visitor sent at least one message. Opening the chat without typing doesn't count.
It sends email only, and only to the verified addresses you tick under Send to.

Settings

Agentic Workflow tab with the Run this workflow switch noting each run uses 1 credit, Instructions, AI Model, Execution Delay, and Send to — Advanced Settings → Agentic Workflow

Run this workflow — The on/off switch. When you switch it on with no instructions, Studio fills in a starter prompt you can edit. A workflow with no instructions won't run.
Instructions — Tell the AI when to send an email and what to include. You don't need to say who it goes to: every email goes to everyone ticked under Send to.
AI Model — There's nothing to pick. The workflow uses the model set on the Behaviour tab, and the tab shows which one.
Execution Delay — Minutes of inactivity after the visitor's last message before the workflow runs: anywhere from 2 to 180.
Send to — A checklist of this chatbot's verified emails. Tick everyone who should receive the workflow's emails.

Adding recipients

Send to only lists addresses that are already verified. To add someone, go to the Notifications tab, add their address, and wait for them to click the confirmation link. They then appear here, ready to tick.

Note:

The workflow can't email anyone who isn't ticked, even if your instructions name them. Writing "email sales@yourcompany.com" in the instructions does nothing unless that address is verified and ticked.

Workflows set up before email verification existed keep emailing your organization's older contact list, and the tab says so. As soon as you tick an address, the workflow switches to sending only to the ticked, verified addresses.

Credits

Each run uses a flat 1 credit, whatever the model. That's also true if you use your own API key for the Behaviour model. A workflow doesn't run when your organization is out of credits.

Example Instructions

If the visitor asked about pricing, a demo, or a quote, email a short
brief with:

- Their name, email, or phone, if they shared them
- What they asked for, in one or two sentences
- How soon they want to start, if they said
- The follow-up they need from us

If the conversation was only a general question that the chatbot
answered, don't send anything.

Tip:

Say both when to email and when not to. A workflow that emails after every conversation is better served by the transcript email on the Notifications tab.

Saving and Publishing

Click "Save Settings" at the top of Advanced Settings. The workflow is part of your chatbot draft: a draft preview runs the draft workflow, and your live chatbot picks it up when you publish.

Next Steps

With advanced settings configured, proceed to Testing to preview and test your chatbot before publishing.