Workflow automation

Let repetitive work happen automatically

Build customer communication workflows that automatically route, organise and respond to conversations based on business rules.

Automate the work around the conversation

Triggers

Start workflows when defined events occur.

Conditions

Create logic based on business rules.

Business Hours

Handle conversations differently depending on working hours.

Auto Assignment

Automatically send conversations to the appropriate team or agent.

Automatic Tags

Categorise conversations automatically.

Canned Replies

Trigger approved responses in selected situations.

Webhooks

Send information to compatible external systems.

Notifications

Alert teams when important events happen.

Example workflows

New sales enquiry

Tag “Sales” → Assign sales team → Notify agent

Message outside business hours

Send acknowledgement → Mark for the next available agent

High-priority enquiry

Add a priority tag → Route to a senior team

Visual workflow builder

Tellerdesk uses a visual workflow experience so teams can set ordinary routing logic without writing code.

Faster responsesLess manual workConsistent processesBetter routingFewer missed enquiriesMore organised teams

Automate the process without losing the human conversation.

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