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Wylto Docs

Workflows

Overview

Section titled “Overview”

Workflows let you automate sequences of actions based on triggers and conditions. Use them to nurture leads, send follow-ups, assign conversations, and more — all automatically.

Creating a Workflow

Section titled “Creating a Workflow”
  1. Section titled “Navigate to Workflows”
    From the sidebar, click Workflows to open the workflow management page.

  2. Click Create Workflow

    Section titled “Click Create Workflow”
    Click Create Workflow to open the visual workflow editor.

  3. Add a Trigger

    Section titled “Add a Trigger”
    Choose what starts the workflow. See Triggers below.

  4. Add Steps

    Section titled “Add Steps”
    Build your workflow by adding delays, conditions, and actions.

  5. Activate

    Section titled “Activate”
    Once configured, toggle the workflow to Active to start processing.

Triggers

Section titled “Triggers”

Triggers define what starts a workflow. Available triggers include:

TriggerDescription
New ContactFires when a new contact is created
Message ReceivedFires when a customer sends a message
Tag AddedFires when a specific tag is added to a contact
Event TriggeredFires when a custom event occurs
Contact UpdatedFires when contact attributes change
WebhookFires when an external webhook is received

Workflow Steps

Section titled “Workflow Steps”

Delay

Section titled “Delay”

Add a Delay step to wait before executing the next action.

  • Fixed delay — Wait for a specific duration (minutes, hours, or days)
  • Until specific time — Wait until a specific time of day

Condition

Section titled “Condition”

Add a Condition step to create branching logic.

  • Contact attribute — Check if a contact has a specific attribute value
  • Tag — Check if a contact has or does not have a specific tag
  • Message content — Check if the triggering message contains specific keywords
  • Custom field — Check any custom field value

Conditions create Yes/No branches — each branch can have its own sequence of actions.

Actions

Section titled “Actions”

Actions are the steps your workflow performs:

ActionDescription
Send MessageSend a WhatsApp message using a template
Add TagAdd a tag to the contact
Remove TagRemove a tag from the contact
Assign ChatAssign the conversation to a team member
Update ContactUpdate contact attributes or custom fields
Send NotificationSend an internal notification to your team
Trigger WebhookSend data to an external URL
Start Another WorkflowTrigger a different workflow

Example Workflows

Section titled “Example Workflows”

Lead Nurturing Sequence

Section titled “Lead Nurturing Sequence”
  1. Trigger: New contact created from Facebook Lead Ad
  2. Action: Send welcome message with company intro
  3. Delay: Wait 24 hours
  4. Action: Send product catalog
  5. Delay: Wait 48 hours
  6. Condition: Did the contact reply?
    • Yes: Assign to sales team
    • No: Send follow-up reminder

Auto-Assignment

Section titled “Auto-Assignment”
  1. Trigger: Message received
  2. Condition: Does the message contain “support” or “help”?
    • Yes: Assign to support team
    • No: Assign to sales team