Your playbook, running on autopilot.
Turn your best processes into repeatable, automated workflows. Define onboarding, escalation, refunds, and handoffs once, and let them run consistently every time, with approval gates where they matter.
- Multi-step workflows
- Approval gates
- Escalation paths
- Ready-made templates
Process Automation
What you get
Multi-step workflows
Chain sequential and parallel actions into workflows that run your process exactly as designed.
Approval gates
Require sign-off for sensitive actions like refunds or account changes before anything runs.
Escalation paths
Build time-based escalations with fallback routing so critical issues always reach someone.
Ready-to-use templates
Start from templates for common support scenarios instead of building every workflow from scratch.
Consistent every time
Codify your playbook so onboarding, handoffs, and refunds happen the same way for every customer.
Fewer dropped steps
Automated processes make sure no step is forgotten, even during your busiest periods.
How it works
- 1
Map your process
Lay out the steps of a process like onboarding, escalation, or refunds.
- 2
Add gates & branches
Insert approval gates and escalation paths where decisions or oversight are needed.
- 3
Run it every time
The workflow executes consistently, so your best process becomes the default.
Frequently asked questions
What kind of processes can I automate?
Multi-step processes like onboarding, escalation, refunds, and handoffs, built once and run consistently every time.
Can I require approval for sensitive steps?
Yes. Approval gates let you require sign-off for actions like refunds or account changes before they run.
How do escalations work?
You can set time-based escalation paths with fallback routing so critical issues always reach the right person.
Do I have to build every workflow myself?
No. Ready-to-use templates cover common support scenarios, so you can start fast and customize from there.
Ready to see it in action?
Bring every conversation into one intelligent platform — free during early access.