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Active Workflows

Table of contents

Once you have created your workflows from the All Workflows page, you can see the active workflows listed on the Active page under the Workflow Builder.

Go to Automations from the left navigation pane and select Active.

You can click on any of the workflows to reach the Workflow Builder page where you can modify the workflow as required.

Edit Workflow Name and Description

You can edit the Workflow name and Description using the Edit button for any workflow.


Delete a Workflow

You can delete the desired workflows using the Delete button for each workflow.

NOTE: Admin users cannot delete or modify a Workflow if it is linked with one or more Dialogs. To do so, the Admin user need to unlink the workflow from the dialog.

Duplicate a Workflow

You can create a copy of the desired workflow by using the Duplicate button for each workflow.


Deactivate a Workflow

You can deactivate an active workflow using the Deactivate toggle button for the desired workflow.


Click Yes in the confirmation pop-up.

NOTE: Admin users cannot deactivate a Workflow if it is linked with one or more Dialogs. To do so, the Admin user need to unlink the workflow from the dialog.

Changing Views

You can switch the page view between Card View and List View using the button in the top right corner.

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