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Manage Live Flows

Live automations affect real customer conversations. This page is how you confirm what’s actually running, pause what’s outdated, and keep production clean.

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What you can do

  • Review all workflows for the current channel and workspace
  • Check status at a glance — Active, Paused, or Inactive
  • Pause a flow that is misfiring or no longer relevant
  • Archive or delete flows that are unsafe to keep
  • Verify recent execution counts and last-run time before making changes

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How to manage flows

1

Open Automation

Go to Workspace → Automation. The list shows every workflow for the active channel.
2

Check status before changing anything

Look for status badges and last-run metadata. If a flow misbehaved, open its run history and check the trigger Event that started it.
3

Pause flows that should not run

If a campaign ended, routing changed, or logic is under review, set the flow to Paused so it stops firing immediately without losing the configuration.
4

Keep only tested automations active

Active means this is safe for customers right now. Reserve Active for flows that have been tested with real data — see Create a Workflow.

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When this matters

  • A workflow is triggering on the wrong Event
  • A campaign period has ended but its automation is still active
  • Routing or Pipeline stages have changed
  • Multiple admins need to agree on what’s live before a launch or rollout

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Good practice

  • Treat Active flows like production deploys — review weekly and assign an owner to each flow.
  • Pair pauses with a Note or internal comment explaining why it was paused and what replaces it.
  • After any Contact → Pipeline change, verify that Pipeline records still land in the correct stage.
Last modified on August 28, 2026