Workflows automate how Spinoco handles tasks — for example, routing an incoming interaction, assigning it to an agent, and creating a follow-up task.

This guide explains how to manage your Workflows, including creating new and editing existing Workflows.

Create a Workflow

1. Go to Workspaces. 
2. Select the Workflow icon. 
3. Click the plus icon.

4. Complete the following Detail fields.
   1. Label — the workflow's display name.
   2. Version — the version number, assigned automatically. New workflows start at 0.0.
   3. Description — a summary of what the workflow does. 
   4. Max Duration — the maximum time an instance runs before it ends, set in days and hours.
   5. Concurrency — how many instances can run at the same time.
   6. Redirect when Terminated — controls whether the task is redirected when the workflow ends.
   7. Time Zone — the time zone the workflow uses. 
   8. Enable Calendar — turn on the Calendar tab for scheduling. 

5. Select Script to add custom logic to the workflow. It supports JavaScript. As you type, the editor suggests matching keywords in an autocomplete list; select a suggestion to insert it. A line-number gutter runs down the left side of the editor.

6. Select Design to build the workflow's steps. Each step appears as a node, connected in sequence by labeled edges. For more information on configuring nodes, see our Configure and manage Workflow nodes guide.

7. Use Calendar to add schedule entries with the plus icon. Note: In order to manage entries within Calendar, Enable Calendar must be set to Yes within the Details tab. 

8. Click Save Draft to save your changes. 

Edit a Workflow

1. Go to Workspaces. 
2. Select the Workflow icon. 
3. Select the desired workflow from the list. 
4. Click Edit. 
5. Make your desired changes.
6. Click Save Draft.