Common node types
- Trigger nodes start the workflow.
- Condition nodes decide which path should run.
- Action nodes update tickets, call integrations, or send messages.
- AI nodes let the legacy workflow classify intent or decide whether a workflow should run.
Best practices
- Give each workflow one clear goal.
- Keep each branch short and easy to test.
- Use approval mode for customer-facing messages or business-system changes.
- Test the workflow with realistic ticket examples before publishing.
- Move to an AI Agent when branches start encoding broad customer intent.