Setup Workflows

To set up a workflow in SalesIQ:

  1. From your SalesIQ dashboard, go to Settings > Developers > Workflows.
  2. Select the type of workflow:
    • Admin Workflow:
      • Supported modules: Operators, Departments, Brands, Tags
      • Use this for backend or portal-level changes. Ideal when you want to trigger actions for things like an operator being added or a department being updated.
    • Data Workflow:
      • Supported modules: Conversations, Visitors, Contacts, Leads
      • Use this to track visitor activity and automate responses based on visitor/user behavior.

  1. Click Add to create a new workflow.
  2. Fill in the workflow’s name and description.
  3. Select the brand(s):  The workflow will only trigger for the brands you select.

  1. Choose the module: Modules are listed based on the type of workflow selected earlier. Note: Only one module can be selected.
  2. Select the event(s): Events are listed based on the selected module. (Multiple events can be selected)
  3. Set up rules: Rules let you define conditions under each selected event. The workflow will only be triggered when the event happens and the rule matches.
    • For example, If the event is conversation.rated, you can add a rule like “Rating is 1”,  the action will only be executed if the conversation receives exactly "Sad" rating.

  1. Select the action platform:
    • Webhooks: Enter the request POST URL to send event data to an external service.

  • Deluge Script: Write Deluge code to execute custom logic, including API calls.

Once saved, the workflow will be active and trigger whenever the selected events and rule conditions are met.