Workflow Steps Reference
Complete reference for every action step available in the workflow builder.
6 min readAutomation
Each step in a workflow performs one action. Here is the complete list of available step types.
Message steps
| Step | Description |
|---|---|
| Send Email | Send an email using any of your templates. Supports merge tags and AI personalisation. |
| Send WhatsApp | Send a WhatsApp message via your connected number. Supports text and template messages. |
| Send Instagram DM | Send a direct message via your connected Instagram Business account. |
| Send SMS | Send an SMS (Twilio required). Supports personalisation tokens. |
Timing steps
| Step | Description |
|---|---|
| Wait | Pause the workflow for N minutes / hours / days. Can skip on reply. |
| Wait until | Pause until a specific date/time or until a condition is true. |
| Send at best time | AI picks the optimal send time based on the lead's timezone and past engagement. |
CRM steps
| Step | Description |
|---|---|
| Update Lead | Change lead fields: stage, assigned member, tags, score boost. |
| Create Task | Assign a follow-up task to a team member with a due date. |
| Add to Campaign | Enrol the lead in another campaign from within a workflow. |
| Remove from Campaign | Unenrol the lead from a running campaign. |
Notification steps
| Step | Description |
|---|---|
| Notify Team Member | Send an in-app notification + optional email to a specific user. |
| Send WhatsApp message | Send a WhatsApp template or message to the lead. |
| Webhook | POST a JSON payload to any URL (Zapier, n8n, custom endpoints). |
AI steps
| Step | Description |
|---|---|
| AI Reply | Have the AI Sales Agent generate and send a reply using your knowledge base. |
| Book Meeting | AI sends a meeting booking link and adds the meeting to your calendar. |
| Send Payment Link | Generate and send a branded payment link for a specific product. |
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