Workflows
Define automated actions that Jeff can perform during conversations.
Check Order Status
ActiveFetch and display order status and tracking information
Trigger:User asks about order status
Actions:Verify customer identityFetch order from APIDisplay tracking info
1,245 runs
Process Refund Request
ActiveInitiate refund process for eligible orders
Trigger:User requests a refund
Actions:Verify order eligibilityCheck return windowInitiate refundSend confirmation
342 runs
Update Account Info
ActiveAllow customers to update their account details
Trigger:User wants to update account
Actions:Verify identityCollect new informationUpdate databaseSend confirmation
567 runs
Fetch Booking Details
DisabledRetrieve and display booking information
Trigger:User asks about booking
Actions:Get booking IDFetch from systemDisplay details
89 runs
Add to Cart
ActiveHelp customers add products to their shopping cart
Trigger:User wants to add item to cart
Actions:Identify productCheck availabilityAdd to cartShow cart summary
2,341 runs
Create New Workflow
Workflows allow Jeff to perform actions like fetching data, processing payments, updating records, and more during conversations.