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How do I create workflows?

How do I create workflows?

Victor Joseph

Last updated: 30 December 2024

To create a new workflow in your Thena workspace, please follow these steps:

  • Launch Workflows from the left navigation bar under Configuration.

  • Click on Create Workflow.

  • Give your workflow a name.

  • Add Triggers to define what initiates the workflow.

  • (Optional) Add Conditions if needed, or skip this step if it’s not required for your use case.

  • Choose Customer Support Requests, Internal Helpdesk, or Both.

  • Add the necessary Actions for your workflow.

  • Click Save to finalize your workflow.

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