Overview

Start here to understand how automation fits together in Helpin. These articles explain the idea behind flows, how an event becomes agent work, where each part lives in the app, and who can use it.

• What is Automation in Helpin? – what you can automate and how to get started

• How automation works – from event to flow to agent run

• Automation areas: Flows, Agents, Activity and Catalog – which page to use for what

• Flows vs agents vs runs – how the three differ and where to make a change

• Understanding a flow – read a flow's logic, stats and recent runs

• Automation permissions and access – who can view, create and run automations