Capacity Workflows is a no-code automation platform that empowers teams to automate complex processes, reduce manual tasks, and track progress in real time—without writing a single line of code. Built for flexibility and scale, it integrates seamlessly with Capacity’s Virtual Agents, Helpdesk, and other tools to streamline support journeys and internal operations. With drag-and-drop builders, automation triggers, milestone tracking, and analytics, Capacity Workflows helps organizations stay efficient, organized, and customer-focused.

Features

• No-Code Builder: Drag-and-drop interface with cards like logic, send message, upload file, and update ticket to build workflows quickly.
• Seamless Launch: Launch workflows from the Capacity Console with one click or set recurring schedules.
• Virtual Agent Integration: Trigger workflows directly from Virtual Agents during customer interactions.
• Automation Triggers: Start workflows based on key events in the support journey.
• Broadcast & Conversations: Send one-way broadcasts via email, Slack, Teams, or chatbot; initiate guided conversations.
• Apps & Data Flows: Push and pull data between company systems using workflows and Virtual Agents.
• Helpdesk Escalation: Assign tickets to agents with due dates and priorities; pause or continue workflows based on ticket status.
• Subworkflows: Launch workflows within workflows for complex processes; loop through lists and run tasks in parallel or series.
• Milestones: Add visual progress indicators like a “pizza tracker” to workflows; support nested milestones and public URLs for real-time tracking.
• Version History: Track changes, view edit history by team member, and restore previous versions.
• Analytics Dashboards: Visualize workflow performance, identify bottlenecks, and export data to CSV or BI tools via API.
• Security & Compliance: Includes RBAC, cascading permissions, SSO, SOC II, HIPAA compliance, and secure APIs.

Benefits

• Faster Process Execution: Automate repetitive tasks and streamline complex workflows to save time and reduce errors.
• Improved Team Collaboration: Shared views, milestones, and version control keep teams aligned and accountable.
• Enhanced Customer Experience: Trigger workflows in real time to deliver timely, personalized support.
• Scalable Automation: Build and manage workflows that grow with your organization’s needs.
• Actionable Insights: Use analytics to monitor workflow efficiency and optimize operations.
• Secure & Compliant: Enterprise-grade security ensures data protection and regulatory compliance.