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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
                                                                                                                                      • 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