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Workflow Automation
Automate repetitive tasks with a visual builder
Build powerful automations without writing code. NexaDesk's visual workflow builder lets you trigger actions based on conversation events, visitor behavior, and time-based rules.
The visual workflow builder uses a node-based interface where you connect triggers, conditions, and actions. Trigger workflows when conversations open, close, or escalate. React to visitor behavior like page visits or form submissions. Set up time-based rules for follow-ups and reminders. Actions include sending messages, routing to agents, escalating issues, making API calls, and sending emails.
Key Capabilities
- Visual drag-and-drop workflow builder
- Conversation event triggers (open, close, escalate)
- Visitor behavior triggers (page visit, form submit)
- Time-based scheduling and delays
- Actions: send message, assign, escalate, API call, email
- Conditional branching with if/else logic
Why It Matters
Automate 80% of routine tasks
No code required — visual builder
React to customer actions in real-time