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Workflows

Build automations that connect customer events, decisions, AI responses, messages, approvals, and pipeline actions in one visual flow.

How Workflows work

  1. 1Create a workflow and give it a clear name.
  2. 2Choose a trigger, add the nodes you need, and connect each path on the canvas.
  3. 3Configure each node and use Preview to check the flow without sending a real customer message.
  4. 4Publish the workflow when it is ready. Saving a draft does not activate it.
  5. 5Review the execution history to understand what happened in each run.

Choosing an agent

The agent selector at the top of the editor provides the default agent context for features such as MCP tools and AI Guardrails. The Agent node is the step that actually asks an agent to respond or temporarily handle a conversation. When needed, the Agent node can choose a different agent for that step.

Node library

Each node has its own guide with the settings, examples, and practical tips you need to use it. Select a node below.

Core

StartMarks the beginning of a path on your workflow canvas.Read guide →EndFinishes the current workflow path.Read guide →NoteAdds a visual reminder to the workflow canvas.Read guide →

Triggers

Keyword MatchStarts a workflow when an incoming message matches your chosen words.Read guide →New MessageStarts a workflow when a new customer message arrives in selected inboxes.Read guide →New ConversationStarts a workflow once when a new conversation is created.Read guide →New FollowerStarts a workflow when a supported social account receives a new follower.Read guide →Story MentionStarts a workflow when a supported account is mentioned in a story.Read guide →Lead Stage ChangeStarts a workflow when a lead enters, leaves, or becomes stale in a pipeline stage.Read guide →

Actions

Send MessageSends a text message to the current conversation.Read guide →AI Generate ReplyGenerates and sends a reply using an AI model without tool calls.Read guide →Move Lead StageMoves a lead to a selected stage in your pipeline.Read guide →Notify MeCreates an internal notification for the workflow owner.Read guide →

Agent and Classification

AgentRuns an agent turn or temporarily gives the agent control of a conversation.Read guide →ClassifyChooses one category for the current message or context.Read guide →

Tools

File SearchFinds relevant information in the Knowledge connected to your workflow.Read guide →GuardrailsChecks incoming content and earlier outputs before the workflow continues.Read guide →MCPRuns an approved tool from a connected MCP server.Read guide →

Logic

If / ElseChooses between two paths using conditions you define.Read guide →WhileRepeats a path while a condition remains true.Read guide →User ApprovalPauses a workflow until a person approves or rejects it.Read guide →Smart DelayWaits before continuing for a duration, message, or event.Read guide →

Data

TransformBuilds a new value from workflow information and a template.Read guide →Set StateSaves a value that later nodes in the workflow can use.Read guide →

Related guides

AI Agents →Inboxes →Funnels →MCP connections →
Workflows — Kronos AI Docs | Kronos AI