Detail and runs

Tapping an automation opens its own screen, titled with the automation's name. If it was deleted, or you no longer have access, the screen says "Automation not found".

An approval comes first

If the automation is waiting on you, the approval sits at the top, above everything else, labelled WAITING FOR YOU. When more than one is waiting, each is numbered ("1 OF 2"). Each shows what is being asked, with Approve and Decline. See Approvals.

The header card

The card holds the name, what triggers it, "Disabled" if it is switched off, and its description. Under those is one line of health:

• "Working", with when it last ran, if the last finished run worked
• "Last run", then the status (for example "didn't finish"), with when it ran, if it did not

The line is missing until the automation has finished a run.

Test it now

Owners and admins see a Test it now button. It runs the automation once, against the agent's most recent meeting, even while the automation is switched off. The app asks first, then switches to the Activity tab so you can watch the run.

A test is a real run, so any step that writes to your CRM or sends an email does so. If no recent meeting is found, the app says the run started but some steps may be skipped.

Overview tab

What it uses lists the settings the automation was created with, each next to its value: the agent, the entity, the knowledge store, who approves. Agents, entities, stores and people are shown by name, people with their avatar.

How it works is collapsed and says how many steps there are, "set by your admin". Open it to see the trigger and then each step in the order it runs, described in plain language. Steps cannot be changed on the phone.

If the automation was built from a template your organization no longer has, the tab says "Some settings can't be shown here."

Activity tab

Every run, newest first. Each row shows when it ran and its status, and a run waiting on you is tagged Needs you. The list refreshes itself while any run is still going and stops once they have all finished.

Before the first run, the tab says "This automation hasn't run yet. Activity appears here once it does."

A single run

Tapping a run opens it: when it ran, its status and how long it took. Below that, Automation links back to the automation, Triggered by says what started it, and Open the session it ran on opens the meeting when there is one.

A run waiting on an approval shows the approval next, with Approve and Decline, so you can unblock it from the screen you are already on.

Then the Stages, one per step. Each shows its name, its status and how long it took, and expands to show its Input, its Output and any error. That is where to look when an automation did something you did not expect.

Status labels are listed in Triggers, actions and statuses.