Product update · Automation
Agentic Workflow: your team gets an email after each conversation
Once a conversation goes quiet, the AI reads it and emails your team when your instructions call for it. One credit per run, on Pro and Max.
· 3 min read
- Shipped
- Area
- Automation
- Available on
- Pro and Max
Reading every transcript to find the ones that need a follow-up takes time you don't have. A lead email tells you someone left their details, but not that they asked about a demo, complained about a late order, or wanted a quote by Friday. Agentic Workflow does that reading for you. After each conversation, the AI goes through it and emails your team when your instructions say it should.
What's new
The Agentic Workflow tab in your chatbot's Advanced Settings has been rebuilt around one clear job: a follow-up email after the conversation.
- It runs once the conversation goes quiet. The timer starts from the visitor's last message and resets every time they send another one, so the AI reads the whole conversation, not half of it.
- You write the instructions in plain words. Say which conversations matter and what the email should cover, for example: "Email the team when a visitor asks about pricing or a demo. If someone complains, flag it as urgent and say what went wrong."
- A real on/off switch. Run this workflow turns it on and off. Editing the instructions or the delay no longer switches it on by itself.
- It uses your chatbot's model. The workflow runs on the model set in the Behaviour tab, so there's no second model to choose.
- A flat one credit per run. Each run costs 1 credit, whichever model your chatbot uses. The tab shows a 1 credit per run label while the workflow is on.
How to use it
- Open your chatbot in Studio and click Advanced Settings.
- Open the Agentic Workflow tab and switch on Run this workflow. If the Instructions box is empty, it fills in a starting brief you can edit.
- Set the Execution Delay: the minutes of quiet after the visitor's last message before the workflow runs.
- Under Send to, tick the verified emails that should receive the workflow's emails.
- Click Save Settings, then publish the chatbot.
Good to know
- Email only. The workflow sends emails to your team. It doesn't message visitors, and it doesn't send SMS or WhatsApp notifications.
- It only runs when there's something to read. A conversation where the visitor never sent a message is skipped, and so is a workflow with no instructions.
- Every email goes to everyone ticked under Send to. Your instructions decide when to email and what to say, not who receives it. Recipients come from your chatbot's verified notification emails, so add at least one in the Notifications tab first.
- The delay is between 2 and 180 minutes. The default is 5.
- It needs credits. If your account is out of credits, the workflow skips that run. A run that goes through always costs 1 credit, including when your chatbot uses your own API key.
- It works on every channel. Conversations from the website chat, WhatsApp, Instagram DM and Messenger can all trigger it.
- Each conversation uses the version it ran on. A conversation in a draft preview of your widget runs the draft workflow, so you can try new instructions before you publish.
- Agentic Workflow is on Pro and Max. See pricing.