Documentation Index
Fetch the complete documentation index at: /llms.txt
Use this file to discover all available pages before exploring further.
Compare the eight workflow templates and configure the values each one needs before publishing.
| Template | What it does | Review before publishing |
|---|---|---|
| Prepare context for new messages | Generates an internal conversation brief from available knowledge. | Review knowledge readiness and credit usage. |
| Triage incoming messages | Prepares context and suggests priority, team, and labels. | Suggestions do not update ticket properties. |
| Investigate high-priority conversations | Checks priority, then prepares context and triage for matches. | Select the intended priority from your workspace in If / else. |
| Prepare a reply for review | Prepares context and drafts a reply. | A teammate must review and send the reply. |
| Triage unassigned conversations | Prepares context and triage only when no teammate owns the conversation. | It suggests routing; it does not assign an owner. |
| Pause before triaging | Waits one minute, then prepares context and triage. | Adjust Wait for. Every incoming message starts its own run; messages are not combined into one run. |
| Route unassigned conversations | Routes conversations without an assigned teammate to a team. | Choose the destination team in Assign ticket. This does not select an individual teammate. |
| Label incoming conversations | Adds the labels you choose when a customer message arrives. | Select labels in Update labels. Add conditions if only some conversations should receive them. |
