Conduit Workflows: Automating Beyond Messaging
Workflows take automation to the next level. In this video, you’ll learn how to create workflows that don’t just send messages but also gather information, orchestrate multi-party conversations, and trigger real-world actions—powered by AI.
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
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