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Workflows

Automate the busywork, keep the personal touch

Greet and route new chats, answer outside working hours, qualify leads, confirm orders and follow up after a conversation closes. Build it on a visual canvas, or simply describe what you need and let AI build it for you.

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Screenshot

PageWorkflows > open a workflow

ShowsThe workflow canvas with a Conversation Opened trigger, a Send a message step, an Ask a question step with Sales and Support buttons, a Branch splitting into two paths, and Assign to steps for each team.

File: screenshots/workflows-hero.png

Visual builder

One trigger, then steps from top to bottom, with branches for every answer. No code required.

Build with AI

Type or say what should happen, in Arabic or English, and review the workflow AI builds for you.

Triggers for every moment

New chats, keywords, tag and lifecycle changes, ad clicks, missed calls, store orders and form responses.

Works with your apps

Add rows to Google Sheets, post to Slack, create invoices, tasks and meetings, or call any API.

Triggers

Start automatically, at exactly the right moment

Every workflow starts from one trigger. React when a conversation opens, a message contains a keyword, a contact gets a tag or reaches a lifecycle stage, someone clicks your Click-to-WhatsApp ad, a WhatsApp call is missed or your store reports a new order or an abandoned checkout.

  • Conversation, keyword, tag, lifecycle and contact field triggers
  • Order and abandoned checkout events from stores such as Shopify, WooCommerce and Salla
  • Click-to-Chat ads, TikTok Messaging Ads, Typeform, SurveyMonkey and incoming webhooks
See every trigger

Screenshot

PageWorkflows > open a workflow > Trigger panel

ShowsThe trigger panel with the trigger list open, showing Conversation Opened, Incoming Message, Contact Tag Updated, Click-to-Chat Ads, Call Ended and E-commerce, and the Variables list for an order trigger.

File: screenshots/workflows-triggers.png

Steps

Ask, branch, route and update, all in one flow

Send messages and questions with tap-to-reply buttons, save each answer to the contact, and branch on the reply, the language, the lifecycle stage or your working hours. Then assign the conversation, update tags and fields, or hand it to your AI Agent.

  • Ask a question with buttons and save the answer to a contact field
  • Send approved WhatsApp templates and wait for the customer's button reply
  • Branch on tags, lifecycle, language, channel or working hours
Browse workflow steps

Screenshot

PageWorkflows > open a workflow > Add a step

ShowsThe Add a step menu open with the Messaging, Logic, Contact, Conversation, Apps, Stores, Accounting, Tasks & docs and Files groups, and an Ask a question step selected with its buttons in the right panel.

File: screenshots/workflows-steps.png

Connected apps

Let conversations update the rest of your business

Workflows reach beyond the inbox. Log leads in Google Sheets, alert your team in Slack, create an invoice in QuickBooks, Xero or Wafeq and send its number to the customer, open a Zoom meeting and share the link, or update an order's status in your store.

  • Google Sheets, Slack, Zendesk, Zoom, Mailchimp and more
  • Invoices, store orders and tasks in Asana, Trello, ClickUp or Notion
  • HTTP request step to call your own systems
Getting started with apps

Screenshot

PageWorkflows > open a workflow > Create invoice step

ShowsA workflow with an Order Paid trigger, a Create invoice step for QuickBooks, and a Send a message step using the invoice number and total variables.

File: screenshots/workflows-apps.png

Build with AI

Describe it once. Get a ready workflow.

Write or dictate what should happen, for example: "When a new WhatsApp chat opens, greet the customer, ask for their name, then assign the chat to the Sales team." Resool picks the trigger, adds the steps, links your teams, tags and templates, and leaves it as a draft for you to review.

  • Type or speak in Arabic, English and many other languages
  • Change an existing workflow by describing the change
  • Suggests a new WhatsApp template when the workflow needs one
Building workflows with AI

Screenshot

PageWorkflows > Build with AI

ShowsThe Build the workflow with AI dialog with an Arabic description typed in, the speaking language picker and the mic button, and the Build button.

File: screenshots/workflows-ai.png

Automate your first workflow in minutes

  1. 1

    Pick a starting point

    Choose a template such as Welcome and route or Away message, start blank, or use Build with AI.

  2. 2

    Add your steps

    Set the trigger, then add messages, questions, branches and actions on the canvas.

  3. 3

    Publish and follow

    Publish it and watch every contact's progress on the Runs tab.

Learn more in the Help Center

Workflows OverviewLearn what Resool Workflows are, how a trigger and steps automate conversations, and how to create, publish and monitor a workflow.Workflow TriggersEvery trigger that can start a Resool workflow, from new conversations and keywords to tags, calls, webhooks, store orders and form responses.Workflow StepsA reference for every Resool workflow step: messages, questions, WhatsApp templates, branches, waits, contact and conversation updates, HTTP requests and app steps.Building Workflows with AIDescribe a workflow in your own words, by voice or text, and let Resool build the trigger and steps for you to review, edit and publish.

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AI Agents

AI teammates that answer around the clock

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Broadcasts

WhatsApp campaigns to the right audience

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Team Inbox

Every channel in one shared inbox

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Frequently asked questions

Which plans include Workflows?
Workflows are available on every plan. The AI agent step and Build with AI need a plan with AI (Growth or Scale). See pricing.
Do I need to know how to code?
No. You build workflows on a visual canvas, or describe them in plain words and let AI build them. Developers can still call any API with the HTTP request step.
Can a workflow message customers outside WhatsApp's 24-hour window?
Yes, with the Send a WhatsApp template step. It sends an approved template and can even start a conversation with a contact who hasn't written to you yet.
Can my agents run a workflow by hand?
Yes. A Shortcut workflow can be run from the conversation menu in the inbox, and a Manual Trigger workflow from a contact's page.
Is it safe to edit a live workflow?
Yes. Your edits are saved as a draft, and customers keep going through the published version until you publish again.
Can a workflow hand over to an AI Agent?
Yes. The AI agent step passes the conversation to the active AI Agent on that channel, which then follows its own hand-off rules.

Let workflows handle the repetitive work

Start your free trial and publish your first workflow today.

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