Workflows
Build, test and publish rules across one or many agents.
16 step-by-step guidesUse the visual workflow builder
Build, navigate and test clear paths on the Corthex workflow canvas.
Understand workflows, triggers, conditions and actions
Build a reusable support process in one workspace and assign it to the agents that need it.
Create your first workflow
Start small with a template or blank flow, then test a useful end-to-end customer journey.
Choose a workflow trigger
Use the right event so your conditions have the context they need.
Combine page, message, contact and history conditions
Express useful rules without accidentally matching every visitor.
Use AI to classify topics and intent
Add semantic decisions when exact text matching is too brittle.
Show a contextual invitation on a website page
Offer help where it is relevant without repeatedly interrupting the same visitor.
Chain outreach using previous trigger history
Show a follow-up only after an earlier supported interaction has occurred.
Route a topic to the right next step
Use conditions and supported actions to direct visitors to useful help or human support.
Test a workflow before publishing
Use decision traces and customer previews, then verify delivery in a real channel.
Publish a workflow and assign it to agents
Understand drafts, published steps and workspace-wide agent assignments.
Inspect workflow runs and restore a previous version
Use execution history to diagnose behavior and version history to recover a configuration.
Import, export and migrate workflow configurations
Reuse a reviewed configuration while checking its local dependencies.
Reuse a workflow from another workflow
Keep a shared support sequence in one published flow and call it from an eligible path.
Control workflow priority and stop behavior
Make overlapping rules predictable by ordering them and defining when routing should continue.
Store and reuse custom workflow data
Use explicit data keys for routing context without confusing them with verified customer identity.