Automations allow you to streamline workflows, connect your AI Agent with AI-powered automations and much more. This feature is available across all plans.
Understanding Automations
Currently automations consist of two main nodes (more coming soon!):
Triggers: Events that trigger the automation workflow
Actions: Tasks that are performed when the trigger occurs (e.g., sending data via webhook)
Creating Your First Automation
Navigate to the Automations tab in your dashboard
Click "Add automation"
Provide a name and description for your automation
Select a trigger and configure your desired action
Save and activate your automation by setting it "Live"
Available Nodes
Triggers
Triggers let you run automations based on specific events — like when a conversation ends, a new contact is created, or feedback is submitted. This makes it easy to sync data, notify your team, or kick off workflows at exactly the right moment.
Conversation ended: Triggered when a conversation is completed
Contact created: Triggered when a new contact is created. Either captured by an AI agent or manually created by a user (configurable)
Contact updated: Triggered when an existing contact is updated. Either by an AI agent or manually by a user (configurable).
Feedback Collected: Triggered when a user provides feedback on an AI Agent response.
IMPORTANT: Multiple automations can be triggered by a single event.
Actions
Outgoing Webhook
Send data like "conversation transcript" to external systems
Include conversation transcript and metadata
Integrate with tools like Make, Zapier, or your custom endpoints
Common Use Cases
Alert your team in Slack when negative feedback is received
Update CRM records when contact information changes
Analyze conversation content in real-time as messages arrive
Track feedback patterns and user satisfaction metrics
Generate automated reports when conversations end
Create support tickets based on specific message triggers
Sync contact data with external databases
Managing Automations
Toggle automations on/off using the status switch
Filter and search automations from the main dashboard
Monitor automation status in real-time
Edit existing automations by clicking "Go to Designer"
Delete automations by clicking on the 3 dots within the automation list
Automation Limits by Plan
Free Plan: 1 Automation
Standard Plan: 1 Automation
Premium Plan: 5 Automations
Scale Plan: 10 Automations
Enterprise Plan: 20 Automations
Important Notes
Automations are designed to work seamlessly with AI Agents
Webhook URLs must be secure (HTTPS)
Each automation can have multiple triggers