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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...

  • Help Me Write

    Help Me Write is Eloquens AI's built-in writing assistant that helps you create and improve AI Instructions using AI. Look for the sparkles icon (✨) throughout the platform to access this feature. Whe...

  • Test Workflow

    Overview The Test Workflow feature enables you to: Validate workflow logic with custom test emails before going live Debug configuration issues in a safe environment Preview AI responses and routing d...

  • Workflow Rerun

    This powerful feature allows you to rerun your workflows with existing email messages in either TEST mode (for safe testing) or LIVE mode (for actual execution). Overview The Workflow Rerun feature le...

  • 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...