Workflow Action: Send to Eliza Agent Platform

The Send to Eliza Agent Platform Workflow Action allows you to automatically forward contacts added to the workflow to the Eliza Agent platform, ensuring effective lead capture. This action not only sends contacts to Eliza but also tags them with “CS1,” which is configured as the Send to Eliza tag in your settings. This guide outlines the steps to create a workflow utilizing the Send to Eliza Agent Platform Workflow Action.

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Step 1: Initiate a New Workflow or Edit an Existing One

Step 2: Configure Workflow Trigger(s)
Set up applicable Workflow Triggers. For guidance on configuring these triggers, refer to our articles on the topic.
Pro Tip: You can utilize any Workflow Triggers to initiate the Send to Eliza Agent Platform Workflow Action, or you may leave the workflow without triggers.

Step 3: Setting Up the Send to Eliza Agent Platform Workflow Action

1. Click the “+” icon below the trigger to add an action.

2. From the Actions menu, select Send to Eliza Agent Platform in the CRM section or use the search function to locate it. The Action setup menu will appear.

3. (Optional) Modify the display name of this action in the workflow builder using the provided textbox. Note that this change will only affect the workflow builder's display and will not alter the action's functionality.

4. Click Save in the bottom right corner of the Action setup menu.

Step 4: Save the Workflow
Press Save in the top right corner of your browser. Ensure that the toggle switch under Save is set to Publish if you want the workflow to be active.
Be sure to test the workflow using the Test Workflow button next to the Publish toggle switch. For more details on testing workflows, see our article, “Using the Testing Features in Workflows.”

Your workflow is now configured and ready to use with the Send to Eliza Agent Platform Workflow Action!

FAQs

1. Why is testing the workflow essential after setup?
   Testing ensures the action functions correctly, sending contacts to the Eliza Agent Platform as intended. This step helps identify and rectify any issues before going live.

2. What happens if I don’t publish the workflow?
   If not set to Publish, the workflow will remain inactive and will not execute, even if the triggers and actions are configured correctly. Ensure the toggle switch under Save is set to Publish to activate the workflow.

3. Which contacts will be sent to the Eliza Agent Platform?
   Contacts added to the workflow, either through triggers or manual entry, will be forwarded to the Eliza Agent Platform. The action also ensures these contacts are appropriately tagged for effective lead management.

4. Can I modify the Send to Eliza Agent Platform action after setup?
   Yes, you can return to the workflow and adjust the action settings as needed. Changes can be saved and tested to ensure they align with your requirements.

5. What should I name my workflow when using this action?
   Choose a descriptive name, such as “Eliza Agent Lead Integration” or “Send to Eliza Workflow,” to facilitate easy identification and management of your workflows.

6. Can I incorporate additional actions alongside the Send to Eliza Agent Platform action?
   Absolutely! You can add multiple actions to the workflow, allowing for a customized sequence of operations when a contact is added. This could include notifications, contact updates, or other relevant actions.