Workflows · Triggers
New Conversation
Starts a workflow once when a new conversation is created.
What it does
Runs once for a newly created conversation instead of running again for every later message.
When to use it
Use it for welcome messages, intake questions, first-contact routing, or assigning a new conversation to a team path.
How to use it
- 1Choose one or more inboxes.
- 2Optionally choose specific conversations for a controlled test.
- 3Connect the trigger to the first step.
Settings
- Inboxes grouped by platform.
- Optional specific conversations.
Tips
- • Use New Message instead when the workflow should react throughout the conversation.
- • Keep the first-contact path short so the customer can reply naturally.