Workflows
Admin workflows
Run repeatable workflows for triage, prioritization, and feedback operations.
This section is for workspace admins operating conversation and request decisions every day.
Quick paths
Triage and prioritization
Process conversations into sourced requests and issue decisions.
Processing model
Understand how ingestion and extraction produce actionable signal.
Integration operations
Keep source and sync integrations healthy.
Daily admin workflow
- Confirm the widget and integrations are active.
- Review newly opened conversations in Inbox.
- Reply, add internal notes, or capture additional context.
- Accept or create sourced requests, then link them to issues.
- Assign, snooze, or close conversations.
Weekly admin workflow
- Review repeated themes across feedback.
- Validate priority changes with new demand signal.
- Check unresolved troubleshooting patterns.
- Tune triage quality rules with your team.