Types of automation
Visual automations: Triggers, conditions, and actions on one board, no coding required. Start with a template and track each run.; Sequences: Messages, waits…
1 min readBasicUpdated on November 12, 2026
Where to find it in Cognizy
Video lesson coming soon. For now, follow the steps below.
| Type | When to use |
|---|---|
| Visual automations | Triggers, conditions, and actions on one board, no coding required. Start with a template and track each run. |
| Sequences | Messages, waits, tags, and conditions triggered by an event (signup, purchase, funnel stage). Available starting on the Professional plan. |
| Conversation flows | Screening menu on WhatsApp and other channels: hours, options, and department. |
| Conversation rules | Assign, change status, tag, or schedule follow-up based on what happens in the conversation. |
| AI routines | Tasks the AI does on its own at a scheduled time, like the weekly summary. |
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Where to find it in Cognizy