Before the agent
On a workflow's Preprocess tab, the steps under Before the agent run on every message before the agent sees it.
Open the workflow, then the Preprocess tab. The heading is Before the agent. It says These steps run on every message before the agent sees it. With no steps, the page says No steps. Messages go straight to the agent.
Steps you can add
The toolbar is named Preprocess. A new step uses one of these names: Tag run, Find contact, Filter, Identity, Send a code, Answer as, For each, HTTP request, App action, Tool, Map, Gate, Throw, Switchboard.
Ways in keep their own steps. Preprocess is the shared steps that run after every way in and before Agent flow. Answer as on this tab sets who answers. A Map cannot change that.
Saving
- Changes save shortly after you stop editing.
- When those steps will not run in live conversations, the line under Before the agent says Saved. These steps don't run in live conversations yet.
- If someone else saved first, the page says Someone else saved Identity first; this is their copy.
- If the save fails, the page says Identity not saved. Try again.