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Workflows.

Build the exact support experience your users need.

Build no-code support workflows for routing, escalation, tagging, and integrations, then let Kai Custom Agents handle tasks that need autonomous reasoning - the stack the fastest-moving support teams already run.

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Automation
Workflows
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Automation
Workflows
Gleap workflows and custom chatbots automating customer operations.
Powering 4,500+ of the fastest-moving software teams
Visual flow builder
Drag-and-drop canvas. Pre-built blocks: message, question, condition, action, delay, handoff. Branch logic. Variable capture. Multi-step flows with loops and fallbacks. 20+ ready-to-use templates.
A no-code visual workflow builder with drag-and-drop blocks.
Trigger-based routing
Activate flows on message intent, user attributes (plan, role, company), behaviour (page visited, feature used, inactivity), backend events (payment failed, trial expired), or time-based schedules.
Trigger-based routing config selecting message intent and user attributes.
Escalation rules
Sentiment drops, keyword match, plan tier, dead-end conversations - escalate with full context.
Auto-tagging + assignment
Tag by intent, segment, product area. Assign by skill, round-robin, or VIP lane.
Backend event triggers
Payment failed? Trial expired? Trigger a custom flow from any API event.
Reporting on flows
See which flows convert, which drop off, where users get stuck.
Workflows vs. Kai Custom Agents
Use rules for the easy stuff. Use agents for the autonomous stuff.
Workflows are if/then rules - trigger, condition, action. Perfect for routing, escalation paths, structured forms, drip sequences. Kai Custom Agents is the AI agent builder for when you need an agent that reasons, calls tools, and resolves a task autonomously. Use Workflows for the rules. Use Kai Custom Agents for the agent.
See Kai Custom Agents
A workflow rule next to a Kai Custom Agent - different tools for different jobs.
Grid of integration tiles for Slack, Jira, GitHub, Stripe, HubSpot, Salesforce, and more.
Connect to your stack
40+ native integrations + 1,000+ via Composio.
Push data to and pull data from your CRM, billing, dev tools. Slack notifications. CRM updates. Jira tickets created from conversations. Stripe lookups. GitHub issues. Custom webhooks. The workflow doesn't end at the conversation - it ends wherever your business operates.
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“The AI chatbot answers half of all inquiries.”
Lywand configured Gleap’s chatbot to recognize common questions and pull exact answers from its knowledge base, automatically resolving 50% of customer inquiries around the clock.
Peter Müller
System Engineer & Head of Support, Lywand
Flows teams build first
20+ templates in the library
Onboarding
Guided tours, getting-started checklists, contextual help for new users.
Bug intake
Structured forms, screenshot capture, reproduction steps - straight to Kai Code.
Feature request triage
Capture, categorise, score by tier - route to Kai PM for the roadmap.
Billing self-serve
Connect to Stripe. Most billing questions resolved before they reach a human.
Lead qualification
Score and route inbound prospects before they reach sales.
NPS + CSAT
Trigger at the right moment. Route feedback to the right team.
About workflows
What are Gleap workflows?
Gleap workflows are no-code rules and automation built on top of Kai. Visual drag-and-drop builder. Define what Kai says, when it routes, how it escalates, what it does with the data. Workflows are the if/then layer; Kai Custom Agents is the autonomous-agent layer.
Do I need to code?
No. Drag-and-drop canvas. Pre-built blocks (message, question, condition, action, delay, handoff). Branch logic from user answers, attributes, or behaviour. Multi-step flows with loops and fallback paths. Template library to start from.
When should I use a workflow vs a custom agent?
Workflows for rules - if/then logic, routing, structured forms, drip sequences. Kai Custom Agents for autonomous reasoning - when you need an agent that calls tools, queries data, and resolves a task end-to-end. Both run on the same Gleap platform and share data.
What can trigger a workflow?
Message intent (Kai detects what the user is asking), user attributes (plan, role, company from your CRM), behaviour (page visited, feature used, time in product, inactivity), backend events (payment failed, trial expired), or time-based schedules.
Can workflows talk to my CRM and billing?
Yes. 40+ native integrations + 1,000+ via Composio. Push to Salesforce, HubSpot, Stripe, Jira, and GitHub. Pull live data into the conversation. Custom webhooks for anything else.
How do escalation rules work?
Set conditions: sentiment drops, specific keyword detected, user requests human, customer tier, flow dead-end. On match: route to a specific agent or team, pass full conversation + Kai summary, trigger Kai Copilot, send Slack notification, update the CRM.
Which teams automate support with Gleap workflows?
4,500+ teams run support on Gleap - Microsoft, Squarespace, UNICEF, and Papa Johns among them - rated 4.6/5 on G2. Commonplace lets Kai handle 50-60% of inbound conversations; Salesforge went live in under a day.
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4.6 / 5
G2 · 4,500+ teams