Automations
Run follow-up actions automatically when things happen in your agent, such as notifying your team or sending a webhook event when a lead is captured.
Automations let your agent react to events on its own. When something happens, like a new conversation starting or a visitor leaving their contact details, an automation can run follow-up actions for you: notify your team in the dashboard, or send the event to one of your webhook endpoints.
Automations only run while the integration is turned on. While it is off, nothing runs and nothing is queued for later.
What an automation can do
- React to events. Automations can currently start when a new conversation begins or when a lead is captured.
- Check conditions first. An automation can look at the event before acting, for example only continue when the lead includes an email address.
- Run actions. Notify your team in the dashboard notification center, or deliver the event to an active webhook endpoint you configured under Integrations → Webhooks.
Each event runs an automation at most once, so a repeated or retried event never produces duplicate notifications or deliveries. If an action fails temporarily, for example the receiving service is briefly down, the automation retries on its own for a while before giving up.
Turn Automations on
Open the integration
In your dashboard, open Integrations → Automations for the agent you want to automate.
Enable the toggle
Switch Enable Automations on. From this moment, new events are matched against your automations.
Set up your automations
The visual automation builder is rolling out soon. Until it reaches your account, our team can set automations up for you; contact support and describe what should happen and when.
Turning it off stops everything immediately
When you switch Automations off, all automations stop right away. Events that happen while the toggle is off are skipped permanently; they are not delivered later when you turn it back on.
Troubleshooting
An automation did not run
Check that the Enable Automations toggle is on for the right agent. The event must happen while the toggle is on; events from before you enabled it are not processed retroactively. Also confirm the automation itself is active and not a draft.
A webhook action stopped delivering
Webhook actions only deliver to endpoints that are still active under Integrations → Webhooks. If the endpoint was paused or deleted, the action stops permanently for new events until you re-activate the endpoint or point the automation at another one.
A team notification never showed up
Notifications respect your notification preferences. If you muted the Automations category in your notification settings, the action still counts as completed but you will not see the message. Unmute the category to see future notifications.
The same event seemed to happen twice
Automations deduplicate per event: one new conversation or one captured lead runs each automation at most once, even if the page was refreshed or the form was submitted again with the same details.