> ## Documentation Index > Fetch the complete documentation index at: https://docs.neopal.ai/llms.txt > Use this file to discover all available pages before exploring further. # Automation > Automation helps you streamline and scale your entire sales and customer care processes. With just a few clicks, you can set up intelligent workflows that run automatically — triggered by customer behavior, admin actions, or scheduled timing. ### Automation flows list This is where you’ll see all your existing automation flows. Automation Flows List Pn For each flow, you can quickly view: * **Trigger type** * **Last run time** * **Total executions** * **Number of completions** * **Current status (on/off)** To view or edit a flow in detail, simply click on it. **Creating a New Flow** There are three ways to create a new automation flow: 1. **Create manually**: Click the **Create flow** button in the header to start from scratch. 2. **Use a template**: Click **Browse templates** to choose from hundreds of ready-made flows. 3. **AI-generated flow**: Write a prompt describing what you want (e.g., *“Send a greeting when a customer visits the website”*) and click **Generate** to let AI build it for you. ### Automation flow templates With **Flow Templates**, you can launch ready-made flows in seconds. Automation Flows Templates List Pn Browse the templates from the left panel, select a flow to preview on the right, and click **Apply** if it suits your needs. You can still edit all flow details afterward. Use the search bar to find templates by keywords related to triggers, conditions, or message content. > If no results appear, try using shorter or more general keywords. Automation Flows Search Empty Pn ### Flow settings Each flow has a name and description, which help you stay organized. Automation Flow Settings Pn ### Generate flow (AI) You can describe what you’d like your automation to do, and click **Generate flow**. Automation Flow Generated Pn AI will build a complete draft of the flow and show you a preview. * Click **Apply this flow** to activate the generated version. * Not happy? Rewrite your description and click **Generate again**. * Or click **Cancel** to return to your existing flow without changes. ### Edit trigger The **Trigger** is the starting condition that activates your flow. Automation Flow Triggers List Pn Click the Trigger step to edit it. The trigger settings will appear on the right. Triggers fall into three categories: * **Customer Activities**: Triggers based on user behavior (e.g., visits website, adds product to cart). * **Admin Activities**: Actions taken by you or your system (e.g., campaign starts, product added). * **Scheduled Time**: Time-based triggers like a specific hour of the day, day of the week/month/year. Examples: Automation Flow Trigger Settings Example Pn ### Add a new step A **Step** is an action or logic block within a flow. Automation Flow Add New Step Pn To add a new step, hover between existing steps and click the **+ icon**. There are three types of steps: 1. **Wait**: Adds a delay between steps (e.g., wait 30 seconds). 2. **Check if**: A condition step used to create branches based on logic (e.g., is this a returning visitor?). 3. **Do this**: The action to perform (e.g., send a message). To delete a step, click the trash icon in the top right corner of the step box. ### Wait step The **Wait** step defines a pause before continuing to the next action. Automation Flow Wait Step Pn Choose the time unit (seconds, minutes, hours) and enter the desired delay. ### Check if step The **Check if** step evaluates a condition to determine the next path. Automation Flow Condition Step Pn Condition types include: 1. **Triggered object attributes**: e.g., “3 days before campaign ends” 2. **Customer attributes**: e.g., gender, location, customer segment 3. **Time-based conditions**: e.g., specific hour, day, or date Examples: Automation Flow Condition Settings Example Pn ### Send message step Use the **Send message** step to deliver a message to the customer. Automation Flow New Send Message Step Pn You can: * Write a text message * Attach product links, discount codes, images, or emojis * Use **AI-generated message** by entering a prompt and letting NeoPal craft the content for you Automation Flow Send Message Generate Message Pn Message examples: Automation Flow Send Message Settings Example Pn ### Activate or pause flow Once your flow is complete, turn it on by clicking the **Activate Flow** button. Automation Flow Active Pn To pause the flow, use the **Turn off Flow** toggle in the header bar. ### Flow runs To view flow performance, go to the **Flow Runs** tab (visible only after the flow has been activated at least once). Automation Flow Runs Details Pn You’ll see key metrics such as: * **Total runs** * **Completion count** Click any individual run to see detailed results: * **Start**: When the flow started * **Completed**: When the flow finished * **Contact**: Who triggered the flow * **Conversation**: Which conversation was active during the run * **Seen**: Whether the message was viewed * **Click**: Whether the CTA was clicked * **Place order**: Whether the customer placed an order