Navigate & Overview of Workflow
The Workflow section in Ownchat allows users to automate tasks, integrate systems, and build automated processes that trigger actions based on specific events.
Workflows help businesses streamline operations by connecting different applications, executing automation logic, and managing system events efficiently.
To access workflow automation features, click the Workflows menu icon in the left sidebar.
Accessing the Workflows Section
Follow these steps to open the Workflows dashboard:
Log in to Ownchat.
Navigate to the left sidebar.
Click the Workflows icon.
This will open the Workflows dashboard, where all available workflows are displayed.
Workflows Dashboard Overview
The Workflows dashboard displays all created automation workflows in the system.
Each workflow card includes:
Workflow Name
Description
Created By
Status (Active / Inactive)
Last Updated Information
This dashboard allows users to manage and monitor workflow automation across the platform.
Workflow Tabs
The Workflows section contains two main tabs:
Flows
The Flows tab displays all workflows created within the platform.
Users can view, edit, and manage automation workflows from this section.
Workflow Libraries
The Workflow Libraries tab provides pre-built workflow templates that users can reuse.
These templates help users quickly implement automation processes without building workflows from scratch.
Searching Workflows
The Search field allows users to find specific workflows quickly.
Users can enter keywords to locate workflows based on their names or descriptions.
Workflow Status Filters
The Workflows dashboard includes status filters to organize workflows.
All Status
Displays both active and inactive workflows.
Active
Shows only workflows that are currently active.
Inactive
Displays workflows that are currently disabled.
These filters help users manage workflows more efficiently.
Workflow View Options
Users can switch between different workflow display layouts.
Grid View
Displays workflows in a card-style layout.
List View
Displays workflows in a structured list format with additional details.
These view options help users manage workflows depending on their preferred viewing style.
Creating a New Workflow
To create a new workflow:
Navigate to the Workflows dashboard.
Click the Create New Flow button.
Choose one of the available creation options.
Users can create workflows using two methods:
Build from Scratch
This option allows users to create a completely custom workflow by defining their own steps and automation logic.
Users can configure triggers, actions, and integrations based on their requirements.
Use a Template
Users can also start with a pre-built workflow template from the workflow library.
Templates help users quickly implement automation processes with predefined steps.
These templates can be customized after selection.
Summary
The Workflows section provides powerful automation capabilities within OwnChat. By creating workflows or using templates from the workflow library, users can automate processes, integrate external services, and streamline operational tasks efficiently.
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