> For the complete documentation index, see [llms.txt](https://documents.cxgenie.ai/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://documents.cxgenie.ai/getting-started/knowledge-base/what-to-do-when-the-bot-doesnt-know-the-answer/using-workflow.md).

# Using Workflow

This feature lets you create automatic action flows to handle when the bot doesn't know the answer to a question.

## Steps to Use

{% hint style="warning" %}
*Note: If you are enabling enable the **Action on unknown question** setting, set it to **No reply** to avoid duplicate responses. Then click Save changes.*
{% endhint %}

<figure><img src="https://3928771814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FcrYvzbvjeUPqcy0srNQ9%2Fuploads%2FCd2hWwbBWeXnbvq7fnfO%2F220e1679-22ac-4bdb-be13-20d1c903b6ad.png?alt=media&amp;token=751f95a7-24b1-4b81-a65c-8705c2f39720" alt=""><figcaption></figcaption></figure>

**Step 1:** In the **Bots** section, go to the **Workflow** tab. Then click **+ Add new flow**.

<figure><img src="https://3928771814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FcrYvzbvjeUPqcy0srNQ9%2Fuploads%2FWjdvLyUUjtEylcm1cDuu%2Fimage.png?alt=media&amp;token=78071c47-70ed-44a4-b34b-845c8c37c2bc" alt=""><figcaption></figcaption></figure>

**Step 2:** Name your flow and choose one of the 3 available channels.

*If you want it to work on more than one platform, create a separate workflow for each.*

<figure><img src="https://3928771814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FcrYvzbvjeUPqcy0srNQ9%2Fuploads%2FlzXTkGSYC657hLz3OLrz%2Fimage%201.png?alt=media&amp;token=91a46ce8-59c1-4a3e-9b7d-b2e30fb73229" alt="" width="484"><figcaption></figcaption></figure>

**Step 3:** Enable the **Trigger conditions** option. Then choose **Trigger by actions → When the bot does not know the answer**.

<figure><img src="https://3928771814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FcrYvzbvjeUPqcy0srNQ9%2Fuploads%2F013LSfTGHM55jCr0y37J%2Fa3687a15-7ab0-4874-a657-15a6cbadef27.png?alt=media&amp;token=68da2962-2761-4ed3-aaf0-34485b3861f2" alt="" width="486"><figcaption></figcaption></figure>

**Step 4:** Inside the workflow, click the right arrow next to the **Start** block to add a new block.

<figure><img src="https://3928771814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FcrYvzbvjeUPqcy0srNQ9%2Fuploads%2FOcporOX4FkS8DwwU0nSB%2Fimage%202.png?alt=media&amp;token=ec9ed0ab-456b-424b-85f7-cead8c3495af" alt="" width="350"><figcaption></figcaption></figure>

**Step 5:** Click the new block and open the dropdown list. Select the **bell icon (Notify agent)** block. This will send a notification to your agents in their CX Genie dashboard so they can assist the customer promptly.

<figure><img src="https://3928771814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FcrYvzbvjeUPqcy0srNQ9%2Fuploads%2FMJUJclLDy4nOKwfWkpGZ%2Fimage%203.png?alt=media&amp;token=634e50bd-9dc2-48b0-b089-5c025ed33420" alt="" width="563"><figcaption></figcaption></figure>

**Step 6:** Click the **→** icon from the **Notify agent** block to add another block. Choose the **T icon (Text & Image)** block and write a message to let the customer know an agent will assist them shortly.

<figure><img src="https://3928771814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FcrYvzbvjeUPqcy0srNQ9%2Fuploads%2FLUca1Kb2wOvlIE4VPD9e%2F1518c34b-95e2-4036-9c16-9ad60a84a325.png?alt=media&amp;token=d4d1dc76-ea52-465b-89df-a88eaa3377fe" alt="" width="563"><figcaption></figcaption></figure>

**Step 7:** Review your workflow one last time. Then click **Save changes**. Finally, click **Publish** to activate the workflow.

<figure><img src="https://3928771814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FcrYvzbvjeUPqcy0srNQ9%2Fuploads%2FcOxYQgXGE1w2VkNzM2Hy%2Fimage%204.png?alt=media&amp;token=c0b88e50-7a19-4c89-a5a9-2b1de3f653dc" alt=""><figcaption></figcaption></figure>

**Step 8:** Go to the selected channel and test your workflow.

<figure><img src="https://3928771814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FcrYvzbvjeUPqcy0srNQ9%2Fuploads%2F5eOqSDmQD1BU8IEuC4mp%2Fimage%205.png?alt=media&amp;token=0c38a451-64f4-4084-b3fb-473356c05e3e" alt="" width="371"><figcaption></figcaption></figure>

The **Notify Agent** block sends a noficiation to your agents in the workspace, and they can click on it to start helping the customer right away.

<figure><img src="https://3928771814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FcrYvzbvjeUPqcy0srNQ9%2Fuploads%2FlHr2fPKJpu7cGov2QHpr%2F76558f7f-c456-4450-bc40-527776dc88be.png?alt=media&amp;token=28ed814b-f153-4ad0-89bb-f2fbbee40cf9" alt="" width="366"><figcaption></figcaption></figure>

## Video Guide

{% embed url="<https://www.youtube.com/watch?index=10&list=PLDjYzJq8XiPUySns0_nSDmgolst-R3Q5t&pp=gAQBiAQB&v=170gQVIoL0I>" %}

## Quick Tips

* Always enable **Trigger conditions** or your workflow will not work.
* You can reuse this flow for other platforms by creating a new one with the same steps.
* If you're using Workflow, make sure to set **Action on Unknown Question** in the bot’s settings to **No reply** first. This prevents the bot from giving conflicting answers.

## Troubleshooting

* **Problem:** Workflow isn’t working.

  **Solution:** Make sure the **Trigger conditions** are enabled, the correct trigger action is selected, and the workflow is **published**.
* **Problem:** Customer doesn’t see any message.

  **Solution:** Check if the **Text & Image** block was added and contains your custom message.
* **Problem:** Why am I seeing two answers from the bot in this situation?

  **Solution:** If you're using Workflow, check the bot's **Settings page** and set **Action on Unknown Question** to **No reply**. This will stop the bot from replying automatically and prevent it from giving two answers.

**Need help?** Join our [Discord community](https://discord.gg/SsYEF8PW65) or email us at <hello@cxgenie.ai>.
