​
What is the Workflow Builder?

The Kaie Workflow Builder is a visual, drag-and-drop interface that allows you to create sophisticated automation workflows without writing code. Design complex customer communication flows using nodes, triggers, and conditions to automate your business processes.

​
Key Concepts

​
Workflows

A workflow is a series of connected steps that define how your automation should behave. Each workflow represents a complete customer interaction journey.

​
Nodes

Nodes are the building blocks of your workflow. Each node performs a specific action or makes a decision.

​
Triggers

Triggers are events that start your workflow. They can be customer messages, time-based events, or external API calls.

​
Connections

Connections define the flow between nodes, determining the path your automation takes based on conditions and outcomes.

​
Workflow Types

Customer Support

Automate responses to customer inquiries and route complex issues to human agents.

Lead Generation

Qualify and nurture leads through automated conversations and follow-up sequences.

E-commerce

Handle order processing, tracking, and customer service for online stores.

Appointment Booking

Automate scheduling, reminders, and rescheduling for service-based businesses.

​
Getting Started

​
1. Access the Workflow Builder

Navigate to the Workflow Builder from your Kaie dashboard. You’ll see a blank canvas where you can start building your first workflow.

​
2. Choose a Starting Point

  • Start from scratch - Build a custom workflow from the ground up
  • Use a template - Begin with a pre-built template for common use cases
  • Import workflow - Import an existing workflow from another workspace

​
3. Add Your First Node

Drag a node from the sidebar onto the canvas. Common starting nodes include:
  • Message Node - Send a text message to the customer
  • AI Response Node - Generate an intelligent response using AI Brain
  • Condition Node - Make decisions based on customer input

​
4. Connect Nodes

Click and drag from one node’s output to another node’s input to create a connection. This defines the flow of your workflow.

​
5. Configure Settings

Click on any node to configure its settings, including:
  • Message content and formatting
  • AI response parameters
  • Condition logic and criteria
  • Timing and delays

​
Best Practices

​
Next Steps

Now that you understand the basics, explore these advanced topics:

Creating Workflows

Learn step-by-step how to build your first workflow

Understanding Nodes

Explore all available node types and their capabilities

Setting Up Triggers

Configure triggers to start your workflows automatically

Advanced Features

Discover advanced workflow features and optimization techniques