Automation Flow

is a programmed sequence of conditional logic, time delays, actions, and branching paths that are executed automatically when triggered by a defined event or condition within the ConnectGain platform. Flows are designed using ConnectGain's visual flow builder, where non-technical users can connect trigger events — such as a new WhatsApp inquiry, a form submission, a deal stage change, or a missed appointment — to a sequence of actions including sending messages, updating CRM fields, creating tasks, assigning conversations, or calling external webhooks. Flows can incorporate intelligent branching based on contact attributes, message responses, or AI-detected signals, allowing different paths to be followed for different customer segments. Enterprise businesses leverage automation flows to encode their entire sales and customer service playbook into the ConnectGain platform, ensuring consistent, high-quality execution regardless of which team member is handling a given conversation.