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What this is and what it's for

Until now your assistant only replied when someone wrote to it. With Jobs and Flows, your assistant can also act on its own: check something tomorrow, send a summary every Monday, run a chain of steps when a new contact comes in… The work doesn’t end when the conversation ends.

  • Jobs is the queue of everything your assistant has pending, in progress, or already resolved — a one-off task, whether it’s a single occurrence or a repeating one.
  • Flows is where you chain several steps into a single process, with the possibility for the process itself to take one path or another depending on what happens (a decision, not just a plain list of steps in sequence).

Every step the assistant runs — what it saw, what it decided, what it sent — is logged with a date and time in a step-by-step history, visible right on the task’s or flow’s own record. You never have to trust blindly what it did.

Note — Requirements

Anyone on the team can see the screens in this manual. Creating, editing, activating or deleting tasks and flows is exclusive to the Admin and Editor roles.