Conquer your customer support queue with Workflows

Use workflows to improve team efficiency, organize emails, and automate actions.

What are Workflows?

Workflows are similar to filters or rules in other email clients. By setting a condition (what you’re looking for) and an action (what you want to happen), you can spend less time redirecting emails, and more time engaging with customers.

Workflow Building Blocks

Every Workflow starts with a goal: If one event takes place, what action should happen after?

You can add multiple conditions to a single workflow, like: if the subject line contains “refund,” then add a tag for “payments”:

Create workflows to help with your everyday projects

Organize

Use email content to sort Conversations.

Prioritize

Make sure important Conversations stay visible.

Escalate

Expedite responses that need attention.

Avoid re-directing emails

Sort conversations by inbound email addresses.

Available on the Standard Plan

A better experience for your customers, fewer headaches for your team. You'll be set up in minutes.