Create a workflow
1
Name your workflow
Enter a name and optional description. Pick a category to keep your workflows organized.
2
Choose a starting point
Select Start from scratch for an empty canvas, or pick a template from the gallery. Templates come pre-wired — configure the fields specific to your account and deploy.
3
Open the editor
Click Create to open the canvas.
The canvas layout
Switch between Structured layout (nodes arranged automatically) and Free layout (position nodes manually) using the toolbar at the top.
Add a trigger
Every workflow starts with exactly one trigger.1
Click the trigger placeholder
On an empty canvas, click the prompt to add a trigger. The left panel opens showing trigger categories.
2
Select a trigger
Triggers are grouped by category: Campaigns, Voice & Calls, Leads & Contacts, and Integrations. Click a category to see the options, then select one.
3
Configure the trigger
The right panel opens with the trigger’s settings. Fill in any required fields. The trigger node updates on the canvas as you configure it.
Add action nodes
1
Click the + button
Below any node, click + to open the action selection panel. Actions are grouped by category: Communication, Logic & Flow, CRM, and Connections.
2
Select an action
Click an action to add it to the canvas.
3
Configure the node
Click the node to open its configuration in the right panel. Nodes with missing required fields show an incomplete indicator on the canvas.
4
Repeat
Add nodes until your workflow is complete. Insert a node between existing ones by clicking + on any connection line.
Branch with conditions
Each connection between nodes can carry a condition that controls whether the next node runs. Click any connection line to set it.Link a workflow to an agent
For call-triggered workflows, open the assistant selector in the editor toolbar and choose which agent fires this workflow. You can assign the same workflow to multiple agents.Save and deploy
1
Save
Click Save in the toolbar. The editor also auto-saves as you work.
2
Deploy
Click Deploy (the rocket icon) to set the workflow from Draft to Active. Wave Runner executes it automatically from that point on.
3
Pause or reactivate
Click the status badge in the toolbar and select Pause to suspend the workflow without deleting it. Click again to set it back to Active.
Next steps
Triggers
Every trigger type and how to configure each one.
Actions
Every action node and its configuration options.