Choose the event that should start the response
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Select a trigger from an observed event and narrow its filters. A broad contact change is not automatically a new inquiry.
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Control timing, repeated signals, permission and the moment a person takes over.
Control timing, repeated signals, permission and the moment a person takes over.
New to the topic? Begin with the first guide. Otherwise, go straight to the question you need to answer.
Select a trigger from an observed event and narrow its filters. A broad contact change is not automatically a new inquiry.
Choose what ends the wait and what a timeout should do. Silence is not proof that a person is uninterested or that a message arrived.
Record the timezone and the actions governed by the window. Changing an account clock is not proof that already-running entries were retimed.
A customer response and a staff member’s outgoing reply are different signals. Use the one that matches the next decision rather than treating every message as the same event.
Review stop-on-response within the specific workflow. For call actions, voicemail-detection settings can change what is treated as a response.
Decide whether another signal should restart, update or remain outside the workflow. Re-entry settings alone do not define a complete duplicate-response policy.
Name the owner and verify how they are notified. A successful assignment or notification action does not prove that someone has read the request.
Check recipient preferences and applicable messaging requirements before sending. A valid number, carrier registration or available Send action is not proof of permission.
Make human takeover an explicit event with an owner, context and a stopping rule. AI-generated wording or workflow structure does not prove a completed handoff.