🏗️Workflow builder

Great retention isn’t just about knowing what to do, it’s about doing it fast, at scale, and without bottlenecks. That’s exactly what the Workflow Builder enables.

That’s exactly what the Workflow Builder enables.

It gives you full control over how customers move through your lifecycle campaigns—whether it’s reducing churn, reactivating users, or managing upsell opportunities. And with direct integrations, branching logic, and Co-Pilot decision-making built in, you go from insight to action in one smooth flow.

A Visual Editor Built for Customer Success

The workflow builder isn’t just functional—it’s intuitive.

On the left, you’ve got all the key building blocks:

• Triggers like Customer health changed

• Conditions to branch logic based on value, activity, or predictions

• Co-Pilot split, letting the AI decide which action drives the best result

• Random splits for A/B testing and holdout experiments

• Actions to send data or create tasks in tools like HubSpot

• Pauses, to delay steps when needed

On the canvas, you visually map out the flow. Each step is clean, labeled, and easy to follow—even when things get complex.

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Real-World Example: Reduce Risk for High-Value Customers

The screenshot shows a live workflow tackling churn risk among high-ARPU customers:

1. The flow is triggered by a customer health score drop

2. It branches based on ARPU level:

   • Low-value users get auto-tagged and assigned a task

   • High-value users trigger a random split to test task variations

3. Co-Pilot, conditions, and campaign actions combine to personalize outreach

4. All actions sync directly into HubSpot—no manual handovers

This isn’t a static playbook. It’s a dynamic engine that evolves with your data.

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Smart, Scalable, and Connected

The Workflow Builder is fully integrated with:

• Co-Pilot: So you can optimize with real-time learning, not guesswork

• HubSpot & CRM tools: Assign tasks, update contacts, or sync custom fields

• Audiences: Feed in dynamic customer groups like “High risk, high value” or “Sleepers”

• Campaign tools: Trigger flows based on message engagement, logins, or custom events

You’re not just sending actions—you’re sending the right actions, to the right people, at the right time.

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Why It Matters

Manual workflows break under scale. Static flows go stale. Workflow Builder solves both.

• ✅ Build once, scale automatically

• ✅ Use AI to steer decisions inside the flow

• ✅ Experiment and optimize without dev work

• ✅ Collaborate cross-team with full visibility

• ✅ Ship faster—no need to wait for BI or engineering

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If your retention strategy depends on timing, personalization, and operational speed, the Workflow Builder gives you a serious edge.

Need help setting up your first flow? [Contact your onboarding team] or [check out our starter templates →]