• Getting Started
    • Onboarding
      • Webinar Recordings
        • Profile & Account
        • Knowledge Base
          • Knowledge Base Tips
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              • Guided Conversations
                • Guided Conversation Functions
                  • Guided Conversation Cards
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                      • 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
                                            • Baseline CSV Reports
                                              • Bot Reporting
                                              • Settings
                                                • Helpdesk Settings
                                                  • Org Settings
                                                    • Custom Fields
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                                                        • SMS Settings
                                                          • Responders
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                                                          • 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
                                                                                  • Google Chat
                                                                                  • Authentication
                                                                                    • Capacity API
                                                                                      • Webhooks
                                                                                      • Troubleshooting
                                                                                        • Browsers
                                                                                          • Email
                                                                                            • Contact Us
                                                                                              • Platform Status
                                                                                              Knowledge Center
                                                                                                • Getting Started
                                                                                                  • Onboarding
                                                                                                    • Webinar Recordings
                                                                                                      • Profile & Account
                                                                                                      • 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
                                                                                                                                          • Baseline CSV Reports
                                                                                                                                            • Bot Reporting
                                                                                                                                            • Settings
                                                                                                                                              • Helpdesk Settings
                                                                                                                                                • Org Settings
                                                                                                                                                  • Custom Fields
                                                                                                                                                  • Interface Settings
                                                                                                                                                    • Chat Settings
                                                                                                                                                      • SMS Settings
                                                                                                                                                        • Responders
                                                                                                                                                      • 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
                                                                                                                                                                                • Google Chat
                                                                                                                                                                                • Authentication
                                                                                                                                                                                  • Capacity API
                                                                                                                                                                                    • Webhooks
                                                                                                                                                                                    • Troubleshooting
                                                                                                                                                                                      • Browsers
                                                                                                                                                                                        • Email
                                                                                                                                                                                          • Contact Us
                                                                                                                                                                                            • Platform Status
                                                                                                                                                                                            1. Home
                                                                                                                                                                                            2. Automations and Workflows
                                                                                                                                                                                            3. Workflows

                                                                                                                                                                                            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