> ## Documentation Index
> Fetch the complete documentation index at: https://docs.zynfo.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Automate: workflows your AI agent can run

> Start a workflow from a template, test it, publish it, and choose whether workflows can message customers outside the chat. Which templates you can use depends on your plan.

# 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.

## 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](/integrations/calendars). Store templates such as **Order Tracker** need the
[Shopify app](/integrations/store-app).

## 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.

## 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](/inbox/email-channel).

## 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. Automations aren't
included on the Free plan. See [Free plan and read-only mode](/billing/free-plan).

## Related topics

* [Calendars](/integrations/calendars)
* [ZynfoAI for Shopify](/integrations/store-app)
* [Live chat](/inbox/human-handoff)


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