Assign a workflow to a client
Start a workflow for a client, adjust it on their calendar, and see what they receive.
Start a workflow
A workflow starts when you assign it to a client.
Assign from the profile
Open the client's profile, then Workflows. Pick the workflow, the day it starts, and the time of day its steps go out.
The client's calendar
Every step now sits on the client's own calendar.
Change a step's time
Click a step to give it its own time.
Move or remove steps
Drag a step to another day, or remove one this client doesn't need.
One-off actions
For something outside the workflow, click a day and drag a single action onto it.
Assigned workflows
View Assigned Workflows lists everything this client is on.
What the client receives
Your client gets each step in their chat: the message, and the check-in when it is due.