Workflows and Actions

Build time-saving automations in just minutes

Streamline repetitive tasks for your entire support team and drive efficient, scalable operations.

Schedule Demo
The image is completely blank with a white background and contains no visible objects, text, or features.

Cut average handle time in 1/2 to drive higher customer satisfaction.

A person with pink hair wearing a headset and white shirt is smiling at a computer. Task options on the screen are: Check Warehouse (selected), Place Order, and Ship Replacement.A person with pink hair wearing a headset and white shirt is smiling at a computer. Task options on the screen are: Check Warehouse (selected), Place Order, and Ship Replacement.

Level up your workflow with context-powered automation

Supercharge your workflow by automating routine tasks like conversation routing, quality checks, and reminders—all powered with customer context for smarter, more personalized interactions.

A smiling woman with short gray hair and red glasses sits reading a magazine. Overlaid boxes show steps for tagging email conversations about damaged items: Trigger, Conditions, and Action, each marked as ready.A smiling woman with short gray hair and red glasses sits reading a magazine. Overlaid boxes show steps for tagging email conversations about damaged items: Trigger, Conditions, and Action, each marked as ready.

Take decision-making to the next level

Conditional branching unlocks smarter decision-making beyond simple, linear flows, while multi-step workflows let each step build on the last for powerful, dynamic automation.

A smiling man wearing a headset sits at a desk holding a mug. In front of him, app icons are overlaid, including Shopify, Instagram, Salesforce, Stripe, Google Analytics, WhatsApp, Freshdesk, and Jira.A smiling man wearing a headset sits at a desk holding a mug. In front of him, app icons are overlaid, including Shopify, Instagram, Salesforce, Stripe, Google Analytics, WhatsApp, Freshdesk, and Jira.

Unlimited extensibility at your fingertips

With flexible workflows powered by Apps, Hooks, and REST API calls, plus custom integrations, you can automate any business process and take your operations to the next level.

Scale up and deliver exceptional customer service like never before

Tasks
Business Rules
Skills Based Routing

Keep your agents on point every time

Supercharge your team's collaboration across departments. Use tasks to easily manage work behind the scenes, loop in internal teams or end-users, and set deadlines with reminders to keep everything on track.

A task creation form for checking stock on Jordan 1 Bred 11.5s is shown, with details filled in for task name, description, assignee, and due date. Below, the task is listed as open and due on Nov 4 at 12:00 PM.

Supercharge your Operations with easy, breezy Business Rules

Business rules let you effortlessly assign conversations, set SLA reminders, and schedule quality control reviews. Simple to set up, these automations keep your team running smoothly and service levels high!

A user interface for adding a new business rule. It includes a yellow Add tag button, a description about tagging emails on damaged items, a checkbox to activate the rule, and steps: Trigger, Conditions, and Action, each marked Ready.

Fast-track your customers to the perfect expert

Connect customers with the perfect expert in a flash! Seamlessly route conversations to the team member who can dazzle them—whether it’s based on product expertise, language skills, VIP status, or account ownership.

A web interface titled Routing displays a Manage skills tab, listing roles like Account administration, Billing, Shipping, Travel and logistics, and VIP customer care, with users, rules, and edit options.
A person wearing glasses and a cozy sweater sits at a wooden table, holding a mug and working on a laptop, with a notebook open nearby. The person’s face is highlighted with a yellow circle.

"Kustomer lets us create custom workflows and data objects tailored to the cultures we serve in Latin America. With 100+ automated workflows, agents access all necessary tools, cutting response times from days to minutes and tripling conversions."

Elder Prado

Software Engineering Manager

A man with short, curly dark hair and a trimmed beard smiles at the camera outdoors. He is wearing a dark gray t-shirt, with sunlight and blurred trees in the background.

Efficiently scale while providing exceptional customer experiences

Schedule Demo
linkedin facebook pinterest youtube rss twitter instagram facebook-blank rss-blank linkedin-blank pinterest youtube twitter instagram