Only administrators can add and manage recipes.
Add a recipe
- Click on your name in the top right-hand corner, then click Settings.
- On the General settings menu, click Recipes.
- Click ADD RECIPE.
- Complete the customer workflow builder, then click SAVE RECIPE.
Adding a new recipe opens a custom workflow builder in a simple, sentence-based form. All you have to do is select the drop-down values correctly to match your requirements.
📌TIP: when you add a new recipe, try to give meaningful titles, so it's easy to understand what actions each recipe is performing.
Activate a recipe
When you create recipe for the first time, it is automatically activated.
To pause a recipe, click on the pause button.
To start a recipe, click on the play button.