UnifyBox
MetaTech Provider
Workflow automation

Automate every chat with no-code workflows

Drag together triggers, AI steps, conditions and actions to handle conversations automatically, and hand off to a human exactly when it matters.

Build a workflowNo code · visual builder
Sales workflow · no code

Trigger

New message

AI step

AI checks intent

If: order

Auto-answer + link

If: complex

Assign to agent

Triggers

Start flows on any message or event

Kick off automations when a customer messages, taps an ad, abandons a cart or matches any condition you set.

  • Message, keyword & ad-click triggers
  • Store events like abandoned carts
  • Scheduled and recurring runs
Workflow triggers
New message
Keyword match
Ad click
Abandoned cart
Scheduled
+ any condition
Run workflow

AI steps & branches

Let AI decide the next best step

Add AI steps that qualify intent, then branch the flow: auto-answer simple questions, escalate the rest.

  • AI qualifies and routes intent
  • If/then branches with conditions
  • Auto-answer or assign to a human
AI confidence

“Change the delivery address on order #1043, urgent!”

AI confidence94%

High confidence → AI is handling it

Actions

Take action without lifting a finger

Send messages and links, book appointments, tag contacts, update your store and trigger broadcasts, automatically.

  • Send replies, links & product cards
  • Assign, tag and update contacts
  • Trigger broadcasts and follow-ups
Checkout
  1. Link sent
  2. Customer opened
  3. Payment complete

Works across WhatsApp, Instagram & Messenger

whatsapp
instagram
messenger

Workflow automation: FAQ

Do I need to code?
No. Workflows are built visually by dragging and connecting blocks, no code required.
Can the AI be part of a workflow?
Yes. Add AI steps that read intent and decide the next action, then branch to auto-answer or escalate.
What can trigger a workflow?
Incoming messages, keywords, ad clicks, store events like abandoned carts, or a schedule.
Can a human take over mid-flow?
Yes. Any workflow can hand off to the right teammate with full context at the right moment.

Built to perform

Everything you need to win every conversation

Every channel, one inbox

WhatsApp, Instagram and Messenger in one shared inbox, plus email.

An AI agent that acts

Answers with live catalog and order data, sends checkout and tracking links, books appointments, and hands off to a human when needed.

Live in minutes

A guided, self-serve setup. No developer, no code.

Meta Tech Provider GDPR compliant Free trial, no card

Ready to Transform Your Customer Communication?

Join thousands of businesses using UnifyBox to deliver exceptional customer experiences.

No credit card required. Cancel anytime.

Powered by UnifyBox.io