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                                                                                                    Knowledge Center
                                                                                                      • Getting Started
                                                                                                        • Onboarding
                                                                                                          • Webinar Recordings
                                                                                                            • Profile & Account
                                                                                                            • Knowledge Base
                                                                                                              • Exchanges
                                                                                                                • Guided Conversations
                                                                                                                  • Guided Conversation Functions
                                                                                                                    • Guided Conversation Cards
                                                                                                                    • Cloud Drive
                                                                                                                      • Sites and Articles
                                                                                                                        • External Knowledge Base Integrations
                                                                                                                          • System Messaging
                                                                                                                          • Helpdesk, LiveChat, & SMS
                                                                                                                            • Helpdesk
                                                                                                                              • LiveChat
                                                                                                                                • SMS
                                                                                                                                  • 10-digit long code (10DLC)
                                                                                                                                    • Toll Free Number (TFN)
                                                                                                                                      • Short Code
                                                                                                                                    • Concierge
                                                                                                                                      • Concierge Set Up
                                                                                                                                        • Concierge Visual Editor Examples
                                                                                                                                        • Best Practices
                                                                                                                                          • Concierge Developer Tools
                                                                                                                                            • Legacy Concierge Guides
                                                                                                                                            • CRM
                                                                                                                                              • Accounts & Contacts
                                                                                                                                              • AI in the Capacity Platform
                                                                                                                                                • Capacity's Approach to AI
                                                                                                                                                  • Generative AI Tools
                                                                                                                                                  • Automations and Workflows
                                                                                                                                                    • Automations
                                                                                                                                                      • Workflows
                                                                                                                                                      • Analytics
                                                                                                                                                        • Baseline CSV Reports
                                                                                                                                                          • Bot Reporting
                                                                                                                                                          • Settings
                                                                                                                                                            • Org Management
                                                                                                                                                              • Org Settings
                                                                                                                                                                • Custom Fields
                                                                                                                                                              • Helpdesk Settings
                                                                                                                                                                • Interface Settings
                                                                                                                                                                  • Chat Settings
                                                                                                                                                                    • SMS Settings
                                                                                                                                                                      • Responders
                                                                                                                                                                    • Developer Platform and Databases
                                                                                                                                                                      • Developer Platform
                                                                                                                                                                        • LiveDB
                                                                                                                                                                          • CapacityDB
                                                                                                                                                                            • Tutorials
                                                                                                                                                                            • GC in Apps
                                                                                                                                                                            • Integrations and Interfaces
                                                                                                                                                                              • App Integrations
                                                                                                                                                                                • Microsoft
                                                                                                                                                                                  • Encompass
                                                                                                                                                                                    • Other Apps
                                                                                                                                                                                    • Interfaces
                                                                                                                                                                                      • Microsoft
                                                                                                                                                                                        • Slack
                                                                                                                                                                                          • Google Chat
                                                                                                                                                                                          • Authentication
                                                                                                                                                                                            • Capacity API
                                                                                                                                                                                              • Webhooks
                                                                                                                                                                                              • Troubleshooting
                                                                                                                                                                                                • Browsers
                                                                                                                                                                                                  • Email
                                                                                                                                                                                                    • Contact Us
                                                                                                                                                                                                      • Platform Status
                                                                                                                                                                                                      • Mortgage GSE
                                                                                                                                                                                                        • Capacity GSE Beta
                                                                                                                                                                                                        1. Home
                                                                                                                                                                                                        2. Automations and Workflows

                                                                                                                                                                                                        Automations and Workflows

                                                                                                                                                                                                        Automations

                                                                                                                                                                                                        Automations Overview
                                                                                                                                                                                                        Building Automations
                                                                                                                                                                                                        Utilizing Automation Templates
                                                                                                                                                                                                        Automations & Workflows
                                                                                                                                                                                                        Concierge Automations
                                                                                                                                                                                                        Automation App Actions

                                                                                                                                                                                                        Workflows

                                                                                                                                                                                                        Workflows Overview
                                                                                                                                                                                                        Build a Workflow
                                                                                                                                                                                                        Using Workflow Steps & Apps
                                                                                                                                                                                                        Run a Workflow
                                                                                                                                                                                                        Guided Conversations vs Workflows vs Automations vs RPA
                                                                                                                                                                                                        Workflow Retry Settings
                                                                                                                                                                                                        Workflow Milestones Tracking