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KnowledgeBase
Automation & Workflows
Automate repetitive tasks with trigger-based workflows and actions.
Assign Owner: Automatically Route Leads to Your Team
Automatically route new leads in AI Engage CRM using the Assign Owner workflow action — specific user or team round-robin, with owner notifications.
Contact Throttling & Workflow Enrollment
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, Schedules & Holidays for Response Time
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…
Build Conversational WhatsApp Workflows: Replies, Branching & Flow Forms
Conversational WhatsApp workflows turn your automation canvas into a chatbot: a customer messages you on WhatsApp, the workflow reads what they said, branches on it, and replies — sending a templat…
Common Workflow Examples
Five practical workflow recipes to build first in AI Engage CRM, using real triggers, conditions, actions and wait steps.
Monitor Workflows: Reports, Status and Execution History
Monitor and manage workflows in AI Engage CRM — the workflow list, per-workflow reports, delivery status filters, and draft/active/paused states.
