WorkflowHQ Documentation

Everything you need to set up, launch, and run your agents - written so you never have to contact us (though you can, any time).

Platform

Accounts, agents, prompts, knowledge bases, billing - everything shared across products.

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Phone numbers, inbound and outbound calls, transfers, campaigns, and call triggers.

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Web chat on your site: the widget, chat behavior, and lead capture.

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Contacts, custom fields, opportunities, and the sales pipeline your agents keep up to date.

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Email and SMS in one thread per customer, alongside calls and web chat, with opt-out handling.

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Trigger, condition and action workflows: follow-ups, reminders, notifications and campaigns.

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Google Calendar, Outlook, Google Sheets, Slack and Shopify, connected to your own accounts.

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The assistant inside your dashboard: answers questions about the product and does the work for you.

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