Managing Existing Workflows

Once a workflow is created, you can view and manage it from the Workflows dashboard.

Each workflow card shows:

  • Workflow name

  • Trigger event

  • Channels used (for example, WhatsApp or SMS)

  • Creation date

  • Workflow status (On / Off)

From this page, you can also perform the following actions:


1. Viewing Workflow Logs

Logs help you track how the workflow is performing.

To view logs:

  1. Click the Logs icon on the workflow card.

  2. The logs will show details of workflow executions, such as:

    • When the workflow was triggered

    • Which messages were sent

    • Whether the action was successful or failed

This helps you monitor and troubleshoot your automations.


2. Editing a Workflow

If you want to modify an existing workflow:

  1. Click the Edit icon on the workflow card.

  2. The workflow builder will open.

  3. You can update:

    • Triggers

    • Logic conditions

    • Actions

    • Message templates

  4. Click Save Changes after making updates.


3. Deleting a Workflow

If a workflow is no longer needed, you can delete it.

To delete a workflow:

  1. Click the Delete icon on the workflow card.

  2. Confirm the deletion.

Once deleted, the workflow will no longer run.


4. Turning a Workflow On or Off

You can also quickly enable or disable a workflow using the toggle switch on the workflow card.

  • On → The workflow runs automatically when triggered.

  • Off → The workflow is paused and will not execute.

This allows you to temporarily stop an automation without deleting it.

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