工作流指南

A workflow starts on one event, can check simple rules, then runs its steps in order — only a published workflow ever runs.

The 34 events that can start a workflow, and what each one needs to work.

How a condition decides whether a workflow starts or which path a contact takes, and how a {{variable}} fills into text a workflow sends.

How Inchat stops a workflow repeating itself, and the limits on Jump To and Trigger Another Workflow.

Try a workflow on a pretend conversation without sending anything, then publish it — and know what Publish refuses, warns about, and locks.

Describe a flow in plain words and the assistant suggests one for you to check — nothing saves or runs until you say so.

在该渠道当前的消息窗口内发送自由文本 —— 可以带附件，发到客户当前使用的渠道，或指定的渠道。

Reach a WhatsApp customer with an approved Meta template even if the messaging window is closed, checked for approval and marketing consent first.

Show WhatsApp's own Share Contact Info button, so a username-only chat can hand you a real phone number to message.

Ask with a Yes/No button pair inside an open messaging window; a tap records the contact's decision, which every future marketing template send reads.

Send up to 5 voice notes, images, videos or documents from a public URL, inside the channel's current messaging window.

Send product cards from the number's own catalog — a list of up to 30, swipeable cards, one product, or everything — that customers add to cart.

Send a form you built in WhatsApp Manager to a WhatsApp customer behind a button, inside the messaging window, and keep each submission under Forms.

Send the one private DM Meta allows in answer to a Facebook or Instagram comment, with an optional public reply posted under it.

Start a WhatsApp chat with a number the customer just gave you, using an approved template, since no messaging window is open yet.

Lets the conversation's AI agent answer the customer's latest message here, sending nothing if it is not confident enough, then continues the workflow.

提问后暂停这次运行，直到客户回答或截止时间到 —— 打字回答按确定的规则匹配选项，绝不由模型去猜。

Split the run into up to 12 segments plus None, checked top to bottom — the first segment whose conditions all pass wins.

Send the workflow to another step on the canvas and carry on from there, with a per-step limit so a loop cannot run forever.

Route the run down an Open or a Closed path depending on business hours or a date range, checked the instant the step runs.

暂停这次运行，等待一段时长或到某个时间点，也可以选择只在营业时间或每天的固定时段内继续。

Hand the conversation to another published workflow, from its first step or a chosen one, so a large design can stay several small workflows.

Ask Instagram whether this person follows your account, so a later Condition step can route follower-only offers.

Send each contact down one of several weighted paths at random; a fixed draw keeps each contact's path while the step and weights stay put.

Price an order from Inchat's own fixed sample catalog, using the prebuilt Factory WhatsApp order template's questions, then optionally record it and send a receipt.

Cancel this conversation's pending waits — the step that stops a reminder chase the moment the contact replies or pays, before the next one is due.

Stop the workflow here for this contact, even when End is inside a Condition or Date & Time path.

把对话转给某位同事，或让这一步按轮流、按当前未结对话最少来挑人；没人回复时，还可以给客户发一条超时消息。

Route the conversation into a team's queue, and optionally hand it to one workspace member by round robin or fewest open contacts.

Name one AI agent to answer this conversation from now on, instead of whatever would otherwise decide.

Move the conversation to Open, Pending, Snoozed or Closed — a close can carry a closing-note category, a summary, and the Inbox's own CSAT survey.

Leave a note on the conversation's timeline for agents — never sent to the customer — with an optional @mention to notify a teammate or the assignee.

暂停这个对话上的 AI，并提醒一个人 —— 当 AI 无法或不应该独自走完一条路径时的保底机制。

Silence the AI on this conversation and clear its agent binding — a quiet, workflow-internal hold, with no alert or note.

Add tags to this conversation only — they go away with the conversation and do not reach segments or broadcasts.

Remove one or more tags from this conversation — the other half of Tag Conversation, so a flow can clear a state it no longer applies.

Put an item with the thread attached onto the workspace's Tasks list — the thing that survives the end of a shift, unlike an internal note.

Write a value onto a custom contact field, so an answer collected in the conversation lives on the record, not only in the transcript.

给这个对话背后的联系人打标签 —— Contacts、细分人群和群发都会读取它，还能通过 pipeline 规则推动一笔交易。

Remove one or more tags from the person behind this conversation, so segments and broadcasts stop targeting them for a state that has passed.

Move the contact to another lifecycle stage, or clear it — read by the dashboard's lifecycle counts, and able to move a deal forward.

Finalise this conversation's appointment as completed, a no-show or canceled — the same move the Bookings page's own buttons make, done automatically.

Add this contact to an event's list, so they become eligible for its reminders — a named event, or the next published one coming up.

Write the outcome — attended, no-show or canceled — onto this contact's event registration, with optional minutes attended, so later steps can tell who stayed long enough.

Open or move this contact's deal to a pipeline stage, with an optional amount and a guard if someone has since moved it.

Report a conversion — a lead, a purchase, a cart — to Meta's Conversions API, so ad optimisation can see what happened after the click.

Call an outside API over HTTPS, fill it in with values from this conversation, and keep the answer for later steps and conditions.

Append one row to a connected Google Sheet — the cheapest way to hand data from a conversation to a team that lives in a spreadsheet.