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Automate

Workflows let your AI agent do more than answer questions: track an order, capture a lead, open a ticket, book a demo or hand a chat to your team. Go to Automate in the sidebar. The page shows how many Active workflows, Drafts and All workflows you have, and lists your workflows with their Category, Status and Last Updated date.

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Start from a template

  1. Click Browse Templates.
  2. Pick a category or search. Click a template to see its steps in Preview.
  3. Click Use This Template. The workflow opens in the builder.
Templates include Order Tracker, Order Cancel, Returns & Exchanges, Product Finder, Lead Capture, Demo Scheduler, Ticket Resolver, Ticket Tracker, Live Handoff, Cart Recovery and Reviews & CSAT. Demo Scheduler books meetings in your calendar, so it needs a connected calendar. See Calendars. Store templates such as Order Tracker need the Shopify app.

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Build, test and publish

In the builder:
  • Click a step to change its settings. Name the workflow under Workflow Name.
  • Test run tries the workflow with sample data. Runs shows what happened in past runs.
  • Save Draft keeps your changes without using them. Publish makes the workflow live.
  • History lists earlier versions you can restore.
On the Automate page, click a workflow’s status to switch it between Active and Draft, or delete it.

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Messages outside the chat

Some workflows contact customers after they leave the chat, such as Cart Recovery and Reviews & CSAT. They’re off until you turn them on:
  1. On the Automate page, open Outbound email and WhatsApp settings.
  2. Turn on Messages outside the chat and confirm with Turn on.
Under Message settings you can set Messages per day (workspace), Marketing per shopper per day, quiet hours with Time zone, and the Reply-to email. ZynfoAI sends marketing only to customers who agreed to it, adds an unsubscribe link to marketing email, and sends WhatsApp messages only within Meta’s rules. The same switch also controls email replies from the Inbox and from tickets. See Email inbox.

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Plans

Your plan sets which templates you can use and how many workflows you can have. The Pro plan, including the 7-day trial, has every template category and up to 20 workflows. On the Shopify app’s Free plan, templates show Upgrade to unlock. See Plan limits and monthly usage.