Create a new scheduled workflow (Edify Console)

Edify Console > Workflows > Create a new scheduled workflow (Edify Console)

This article explains how to create a new scheduled workflow from the list workspace in Workflows.

A scheduled workflow will trigger based on a period of time, like every first Monday of the month, every day at 5:00 PM PT, etc. This is different from an event workflow, which is triggered by an event, like a person calling a phone number or an interaction changing to a specific status in Queue. Then, once the workflow is created, you’re directed to the editor workspace to start building the workflow’s logic.

Steps

1. Log into Edify Console at console.edify.cx.

2. Click the Workflows button.

3, Click the Create Workflow button.

4. Click into the Name field in the Create Workflow form.

5. Enter a title for the new workflow.

6. Open the Type menu.

7. Select "Scheduled".

8. Click the Save button.

9. Notice the system directs you to the editor workspace for this workflow. You’re now ready to build the workflow by adding modules to the editor and configuring them as needed.