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                                                                                      Knowledge Center
                                                                                        • Getting Started
                                                                                          • Onboarding
                                                                                            • Webinar Recordings
                                                                                            • Knowledge Base
                                                                                              • Knowledge Base Tips
                                                                                                • Exchanges
                                                                                                  • Guided Conversations
                                                                                                    • Guided Conversation Functions
                                                                                                      • Guided Conversation Cards
                                                                                                      • Cloud Drive
                                                                                                        • Sites and Articles
                                                                                                          • External Knowledge Base Integrations
                                                                                                            • System Messaging
                                                                                                            • Helpdesk and LiveChat
                                                                                                              • Helpdesk
                                                                                                                • LiveChat
                                                                                                                • Concierge
                                                                                                                  • Concierge Set Up
                                                                                                                    • Concierge Visual Editor Examples
                                                                                                                    • Concierge Developer Tools
                                                                                                                      • Legacy Concierge Guides
                                                                                                                      • AI in the Capacity Platform
                                                                                                                        • Capacity's Approach to AI
                                                                                                                          • Generative AI Tools
                                                                                                                          • Automations and Workflows
                                                                                                                            • Automations
                                                                                                                              • Workflows
                                                                                                                              • Analytics
                                                                                                                                • Settings
                                                                                                                                  • Helpdesk Settings
                                                                                                                                    • Org Settings
                                                                                                                                      • Interface Settings
                                                                                                                                        • Chat Settings
                                                                                                                                        • Developer Platform and Databases
                                                                                                                                          • Developer Platform
                                                                                                                                            • LiveDB
                                                                                                                                              • CapacityDB
                                                                                                                                                • Tutorials
                                                                                                                                                • GC in Apps
                                                                                                                                                • Surveys
                                                                                                                                                  • Create Survey
                                                                                                                                                    • Deploy Survey
                                                                                                                                                    • Integrations and Interfaces
                                                                                                                                                      • App Integrations
                                                                                                                                                        • Microsoft
                                                                                                                                                          • Encompass
                                                                                                                                                            • Other Apps
                                                                                                                                                            • Interfaces
                                                                                                                                                              • Microsoft
                                                                                                                                                                • Slack
                                                                                                                                                                • Authentication
                                                                                                                                                                  • Capacity API
                                                                                                                                                                    • Webhooks
                                                                                                                                                                    • Troubleshooting
                                                                                                                                                                      • Browsers
                                                                                                                                                                        • Email
                                                                                                                                                                          • Contact Us
                                                                                                                                                                            • Platform Status
                                                                                                                                                                            1. Home
                                                                                                                                                                            2. Automations and Workflows

                                                                                                                                                                            Automations and Workflows

                                                                                                                                                                            Automations

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

                                                                                                                                                                            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