AI Chatbot Glossary

What Is Workflow Automation?

Workflow automation uses technology to automate multi-step business processes — a chatbot can capture a lead, create a CRM record, send a follow-up email, and schedule a demo from one conversation.

Definition

The use of technology to automate multi-step business processes that would otherwise require manual effort. Chatbot-driven workflow automation can include capturing a lead, creating a CRM record, sending a follow-up email, notifying the sales team, and scheduling a demo, all triggered by a single conversation.

Why Workflow Automation Matters for AI Chatbots

Workflow automation is where chatbots stop being a conversation interface and start being a revenue tool. A single conversation triggers a CRM contact creation, a Slack notification, an email sequence, and a calendar invite — all without a human touching the data.

See it in practice:

Automate your workflows

Related Terms

Webhook

A webhook is an HTTP callback that sends real-time data from one application to another when an event occurs — used by chatbots to notify external systems of leads or events.

Integration

An integration is a connection between your chatbot and an external tool — CRMs, helpdesks, messaging apps, e-commerce — enabling data sharing and automated workflows.

API (Application Programming Interface)

An API is a set of protocols that lets different software applications exchange data. In chatbots, APIs connect the bot to CRMs, e-commerce platforms, and helpdesks so conversations trigger real-world actions.

CRM (Customer Relationship Management)

A CRM is a system for managing all your company's interactions with current and potential customers — chatbots sync captured leads and conversation history into the CRM automatically.

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