Conduit Workflows: Automating Beyond Messaging

Summary

• Creating workflows: Start from scratch, import, or use AI to auto-build and then edit
• Triggers: Initiate workflows based on reservations, contacts, tasks, controls, or events
• Actions:
  
  • Send AI-powered messages across channels (email, SMS, WhatsApp, etc.)
  • Use Agent Injection to guide your AI with goals, context, or task steps
  • Agent Injection Phone: configure how AI behaves on calls, transfer to humans, or leave voicemails
• Workflow types:
  
  • Proactive: Reach out before customers ask (e.g., upsell gap nights, offer add-ons)
  • Notification: Alert teammates when conditions are met (e.g., cleaners notified of early check-ins)
  • Triaging: AI escalates to your team, retrieves answers, and returns to the customer with updates
    
• Customization: Add descriptions, configure triggers, and chain multiple actions to handle complex scenarios