Only administrators can add and manage recipes.

Add a recipe

  1. Click on your name in the top right-hand corner, then click Settings.
  2. On the General settings menu, click Recipes.
  3. Click ADD RECIPE.
  4. 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.

Example recipe:

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.

Watch how

Return to Additional set up tasks.

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