# Workflow builder 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. *** #### 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. *** #### 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. *** #### 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 *** 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 →]