Build workflow automations

AI Agent & automation · Wismify Help Center

Workflows are “if this, then that” rules that run automatically on your tickets. Use them to route messages to the right person, apply tags, set priority, or trigger AI actions — no code required.

Anatomy of a workflow

  • Trigger — when a ticket arrives, is updated, or matches a condition.
  • Conditions — channel, keywords, language, customer type, order value…
  • Actions — assign, tag, set priority, send a canned reply, or hand to the AI.

Create one

  1. Go to Settings → Workflows.
  2. Click New workflow and choose a trigger.
  3. Add conditions to narrow when it runs.
  4. Add one or more actions, then activate.

Example: Route any message containing “invoice” to the billing team, tag it billing, and set priority to high.

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