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Workflows

Set up automated email processes that route, filter, and respond to incoming messages based on your rules.

  • Creating a Workflow

    Create a Workflow Navigate to the Workflows Page In the left sidebar, click on + Add Workflows, which takes you to the workflow creation page. Define Main Settings: Workflow Name: Assign a clear, desc...

  • Editing a Workflow

    Editing a Workflow Navigate to the Workflows Page: Log into Eloquens AI and go to the Workflows page in the left sidebar. Locate the Workflow: Scroll or use the search bar to find the specific workflo...

  • Intelligent Response Mode

    Intelligent Response Mode (IRM) is a smart email response feature in Eloquens AI that automatically decides whether to send your AI-generated email responses immediately or create drafts for your revi...

  • AI Instructions: Smart Filters

    Overview Smart Filters are designed to help manage incoming email flows by automatically identifying which messages require attention and which do not. Smart Filters work by applying predefined rules ...

  • AI Instructions: Intelligent Routing

    Overview Intelligent Routing determines the best path for handling incoming emails. It automatically decides whether to forward the email, escalate it, or include specific individuals in the response ...

  • AI Instructions: Custom Tone

    Overview Custom Tone, also known as Responder Rules or Tone, enables you to define how AI-generated responses should be styled. This feature allows customization of tone, formality, and depth of respo...

  • Notifications

    Overview The Notifications panel lets you control who is copied on every reply an agent sends, who is alerted when a draft is created, and how each conversation is mirrored into your CRM (e.g. Hubspot...

  • Weekly Reports for Workflows

    Access Workflow Settings Go to your workflow settings Navigate to Advanced Configuration Select the Workflow Settings tab Toggle on Enable Weekly Reports Navigate to the weekly report segment Add emai...