Workflow Docs

Node catalog

All workflow node types and categories.

NodeCategorySummary
WhatsAppActionSend WhatsApp messages
MessengerActionSend Facebook Messages
InstagramActionSend Instagram Messages
Assign TagsActionSet tags on conversation
Assign AgentsActionAssign agents to conversation
Update ConversationActionSet conversation attributes
Update CustomerActionUpdate customer attributes
AIActionAI-powered actions
If / ElseConditionSplit on true/false
Sticky NoteNoteCanvas annotation only — see Sticky notes
Pingmee TriggerTriggerStart bot when customer messages (watch multiple triggers)
AnswerActionButton or quick-reply branch from message nodes
Condition EvaluationActionTrue or false branch from If / Else
FallbackActionPath when the user does not pick an expected option
TimeoutActionPath when no reply arrives in time
Workflow PointerOperationContinue in sub-workflow
Workflow TriggerTriggerManual, API, or Workflow Pointer entry
Instagram TriggerTriggerComment on post
Facebook TriggerTriggerComment on post
FireberryActionUpdate CRM data
WaitActionPause for a duration
SwitchConditionMulti-case routing
Switch CaseConditionSingle branch of a Switch
HTTP RequestActionExternal HTTP call
TaskActionCreate a task

Nodes not in the add-node drawer

Some nodes are still part of your workflow but are not listed in the add-node drawer. Many are created automatically when you configure a parent (for example Answer, Fallback, and Timeout on message nodes, or Switch case branches). Others are added from toolbar shortcuts (Sticky note) or conversation actions (Assign tags, Assign agents). See Sub-nodes and Sticky notes.

Board UI (not nodes)

Editor chrome is documented separately: Board overview, Board toolbar, Nodes drawer.

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