Branching allows you to introduce conditional logic into your workflows, ensuring that different actions are executed based on predefined criteria. With this feature, you can customize the flow of each workflow to better suit your business processes and visitor interactions.
Adding branching
To add branching to a workflow, select the “Branch” workflow action under General. Each branch will have two paths coming out of it - one if the workflow criteria are met and another if they are not.
All branches are binary - a trigger either meets the condition, or it doesn’t. If you need to evaluate more complex situations, you can chain branches together to allow for multiple outcomes.
Branch criteria
Within each branch, set criteria that the workflow will evaluate. Examples might include qualification criteria like Annual Revenue or Employee Count, communication criteria based on account ownership, or session details like whether a meeting was offered by the AI SDR Agent or a human rep.
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