Automation Builder

Route, escalate, and follow up — automatically

Build powerful support workflows on a visual canvas. No code, no workarounds — just drag-and-drop logic that runs 24/7 while your team sleeps.

After-Hours Escalation & CSAT Flow
v3.1 Active
Trigger

New ticket created

Any channel · Priority = High or Urgent

Condition

Is customer plan = Enterprise?

YES NO
Action · VIP
Assign → Senior agent
Set priority → Urgent
Slack alert → #vip-support
Action · Standard
Send AI auto-reply
Tag → needs-triage
Set SLA timer → 4h
Follow-up

Send CSAT survey

24h after resolution · email

Automate the busywork

Your support rules, running around the clock

Every repetitive task your team does manually is a workflow waiting to be built. Set it once and let TheHelpFlow handle it — forever.

11 hrs/week

Hours returned every week

The average team reclaims 11+ hours per week by automating routing, tagging, and follow-ups — hours that go back into complex customer conversations.

<3s response

Instant first response

Auto-replies triggered in milliseconds mean customers get acknowledgement in seconds, not the 3-hour industry average — even at 2am on a Sunday.

0% SLA miss

Zero tickets slip through

SLA breach automations, escalation chains, and missed-reply alerts mean nothing sits unresolved. Every ticket has an owner, a priority, and a deadline.

Node editor

Build flows visually —
no developer required

Drag triggers onto a freeform canvas, wire conditions together, and drop in actions from the sidebar. Test with live data before publishing. Your ops team can own it entirely.

Freeform drag-and-drop canvas

Position nodes anywhere, zoom in and out, and connect branches with a single drag.

Live test mode

Replay real tickets through your draft workflow before it goes live — see exactly which branch each one takes.

Version history

Every publish is versioned. Roll back to any previous state in one click if something behaves unexpectedly.

Workflow editor Draft
Trigger

Tag added: "billing"

Action · selected

Assign to Billing queue

Action

Send billing FAQ reply

Trigger library

Any event can start a workflow

Triggers fire the moment something happens in your support stack — no polling, no delays.

New ticket created

Any channel, any queue, any priority

Tag applied

When a specific label is added by AI or agent

Sentiment turns negative

NLP score drops below threshold mid-conversation

SLA threshold reached

First reply or resolution clock about to breach

VIP customer detected

Plan, LTV, or CRM segment matches rule

After-hours window

Ticket arrives outside of operating hours

CSAT score submitted

Score falls below 3 stars triggers recovery flow

Ticket reopened

Customer replies after resolution closes the loop

Action library

Take any action, on any system

Actions are executed instantly and can chain together — your workflow can touch a dozen systems in a single trigger.

Assign to agent or team

Route by skill, workload, language, or round-robin

Send a reply or email

AI-crafted or template-based, in any language

Notify via Slack or email

Ping channels or individuals with full ticket context

Add or remove tags

Keep your inbox organised with automatic labelling

Set or change priority

Escalate or de-escalate based on live conditions

Start an SLA timer

Count first-reply and resolution clocks from any point

Fire a webhook

Push event data to any external system in real time

Schedule follow-up

Queue a check-in message for hours or days later

Pre-built recipes

Start from a battle-tested template,
go live in minutes

Every recipe is a production-ready workflow. Clone it, customise the settings for your team, and publish — no blank canvas required.

Recipe

VIP Escalation

Instantly route Enterprise and high-LTV customers to senior agents with Slack notifications and an urgent priority flag.

Enterprise Escalation Slack
Recipe

After-Hours Routing

Acknowledge tickets with an AI reply, set an SLA timer, and queue them for the first agent online at the start of the next shift.

Out-of-hours AI reply SLA
Recipe

CSAT Follow-Up

Send a satisfaction survey 24 hours after resolution, then auto-flag low scores for a manager review and recovery outreach.

CSAT Recovery Manager alert
Recipe

Spam Filter

Score incoming tickets against keyword and pattern rules, auto-close spam with a polite reply, and log it for reporting — zero agent time.

Spam Auto-close Reporting
Recipe

Language Routing

Detect the customer language on arrival and route to the matching regional team or trigger an AI-translated response instantly.

Multilingual AI translate Routing
Recipe

SLA Breach Alert

Fire escalating Slack pings at 50% and 80% of SLA budget, then auto-escalate ownership if the clock hits zero.

SLA Escalation Alerting
Branch logic preview
Branch

Sentiment score?

≥ 0.7 Positive

Send CSAT survey immediately

< 0.3 Negative

Escalate + manager alert

Merge

Close ticket & log outcome

Conditional logic

Branches for every
real-world scenario

Support isn't linear. TheHelpFlow's condition engine handles nested IF/AND/OR logic, numeric comparisons, date windows, and regex matching — so your workflow reflects reality, not an idealised path.

Exact match conditions
Numeric comparisons
Date & time windows
Regex pattern matching
Nested AND / OR groups
Merge branches together

73%

Reduction in manual routing

Across all channels combined

11 hrs

Saved per agent each week

Returned to complex tickets

2.3×

Faster SLA compliance

vs manual triage teams

99.98%

Workflow uptime

Always-on, zero maintenance

"We replaced a 47-step Zapier chain with a single TheHelpFlow workflow. It's faster, cheaper, and our ops team actually understands what's happening."
RW Ryan Whitmore Head of Support Ops, Hyperdrive
FAQ

Automation questions,
answered

Everything else — ask our team in minutes.

Talk to us

No. The entire builder is drag-and-drop with a point-and-click condition editor. Support ops teams and team leads build and own their own workflows without engineering involvement.

All plans include unlimited active workflows. There are no per-flow fees or limits on how many triggers fire per month.

Yes. Actions include native integrations with Slack, PagerDuty, Shopify, Stripe, Jira, HubSpot, and 80+ others — plus a general webhook action for anything custom.

TheHelpFlow logs every execution. Failed steps surface in the workflow dashboard with the exact error, the affected ticket link, and a one-click retry option.

Yes. Publish two variants and split traffic by percentage. The platform tracks conversion and resolution-rate side by side so you can pick the winner confidently.