Create an automatic workflow (email and WhatsApp funnel)
Updated 2026-10-19
In CustomIQ type "I want to create an automated workflow." in the IQ chat: you choose the segment, describe the funnel in your own words (what the contact receives and when, by email and WhatsApp) and confirm. The workflow lives in Agents and is charged only when you activate it.
Video tutorial
What is a workflow in CustomIQ?
It is an automatic email and WhatsApp funnel for a segment: a sequence of messages each contact receives in the order and at the pace you describe (welcome, follow-up, offer, reminder). Once activated, it runs on its own.
How do I create it in the chat?
Type "I want to create an automated workflow." in the IQ chat. The chat asks for the segment, who it targets inside it (the whole segment, a stage, leads or customers only, or an origin landing), asks you to describe the funnel in your own words and shows the proposal for you to confirm. You can go back or change the segment before confirming.
What do I do from the dashboard?
In Agents you see your workflows and agents, activate or pause them and review their detail. The WhatsApp templates the workflow uses are managed in WhatsApp templates.
What do I need first?
A segment with contacts (import them in Segments) and, for WhatsApp, the WhatsApp account connected in Connections with approved templates. For email, a verified sender.
What does it cost?
Creating it costs nothing; it is charged when you activate it, and the chat shows the amount beforehand.
Steps
- Ask for the workflow. Type "I want to create an automated workflow." in the IQ chat.
- Choose the segment. Say which segment the funnel targets.
- Choose the audience. Say whether it goes to the whole segment or only to a stage, to leads or customers, or to an origin landing.
- Describe the funnel. Explain in your own words which messages the contact receives, on which channel and at what pace.
- Confirm and activate. Review the proposal, confirm and activate it from Agents; it is charged on activation.
Frequently asked questions
- Which channels does the workflow use?
- Email and WhatsApp; for WhatsApp you need the account connected and approved templates.
- Can I edit the workflow later?
- Yes. Workflows are managed in Agents; you can also ask for changes in the chat before confirming with "back" or "change the segment".
- When does it start working?
- When you activate it; until then it is saved and not charged.
- Can I send it only to qualified leads?
- Yes. After the segment, the chat asks for the audience (a stage, leads or customers only, or a landing) and re-checks it before every send.
Related
- Choose who a sequence reaches (stage, customers or landing)Send an email and WhatsApp sequence to only part of a segment: stage, leads or customers, landing or contacts.
- Segments (audiences)What a segment is in CustomIQ, how it is created from the assistant or from Segments and what campaigns use it for.
- Channel agents and automatic workflowsHow to create in CustomIQ a WhatsApp or email agent for a segment and an automatic workflow from the IQ chat.
- Emails and email sequencesCreate emails with the Email generator, schedule them in Emails, and build automatic chains in Sequences.