Automation & Workflows

What workflow automation is in AI Engage CRM — triggers, conditions, actions and timing, the visual builder, and where to find workflows.

Create a workflow in AI Engage CRM step by step — the two-step wizard, the visual node canvas, connecting blocks, and saving vs activating.

Every workflow trigger in AI Engage CRM explained — Record Created, Record Updated, Create or Edit, Record Deleted, and WhatsApp Form Submitted.

Every workflow action in AI Engage CRM — Send Email, Send WhatsApp, Update Field, Create Record, and Assign Owner — and how to configure each.

How to add logic to a workflow in AI Engage CRM using the If / Else condition node — rules, operators, AND/OR criteria patterns, and True/False branching.

Use the Wait / Delay block in AI Engage CRM workflows to pause between steps and build timed, multi-touch follow-up sequences over minutes, hours, or days.

Automatically route new leads in AI Engage CRM using the Assign Owner workflow action — specific user or team round-robin, with owner notifications.

Control how often a contact can enter a workflow in AI Engage CRM with the four contact throttling modes: Unlimited, No new, Limit simultaneous, and Limit per period.

Business Hours settings decide whether your response-time clock runs around the clock or only during the hours your team actually works. They live entirely inside Settings → Response Time, in a ded…

Five practical workflow recipes to build first in AI Engage CRM, using real triggers, conditions, actions and wait steps.