Automation
Workflows that never clock off.
A lead arrives, a stage changes, a date comes up — workflows react on their own, day and night: they create the task, send the approved template, update the record, move the card. Chatbots qualify on your website and hand off to a person or an AI agent. Every run keeps a receipt.
- workflows in the demo workspace
- 75
- condition operators
- 16
- trigger entity types
- 6
- code required
- 0
Workflows
Build it once, run it every time
Fire on records, pipeline items, tasks, notes, form submissions or chatbot sessions — or on a repeating schedule. Branch, wait, then update fields, create tasks and notes, open or close cases, or send messages through your connected accounts.
- Visual canvas with health badges per node
- Variables bound from a field catalogue
- Delays, branching and per-node output
Runs & health
Test it before it's live
Every workflow has an overview — runs in the last 30 days, success rate, failures, runs in flight and average duration — with a Test button and a Versions tab beside the editor. When a step fails it's counted and named, and any run can be opened in its logs or run again.
- Healthy or Incomplete, flagged before you switch it on
- Failing steps counted from step-level events
- View logs · Run again, on every run
Triggers
Start from anything that happens
A new record, a stage change, a form submitted, a chatbot conversation, a task or a note — or simply a time of day. Pick the trigger, add conditions, and the workflow takes it from there.
- Records, pipeline items, tasks and notes
- Form submissions and chatbot sessions
- Repeating schedules for date-based work
Chatbots
Bots that qualify, then hand off
Design conversations on a graph: ask typed questions, branch on the answers, then hand off to a person or an AI agent. Publish it as a web widget with a shareable link, and see how far people get — typed answers are counted, not listed, so personal details stay out of the dashboard.
- Typed ask-nodes with validation
- Human and AI-agent handoff
- Chats, finish rate, handoffs and drop-off by step
Also in the box
Queued execution
Runs execute on a job queue with retries — never in the request path.
Versions
Every workflow keeps its versions, next to its editor and its runs.
Test runs
Try a workflow with Test; test runs stay out of the numbers unless you include them.
Condition operators
=, ≠, <, ≤, >, ≥, between, contains, starts/ends with, in, is true, empty…
Session analytics
Chats, finish rate, handoffs, early exits and typical length — per bot, with drop-off by step.
Embeddable widget
The chatbot ships as a web widget with a shareable link, behind origin allow-lists.
Put your agents to work.
Bring your team, connect your channels and let klerc take the follow-ups — from first hello to paid invoice.
Free during early access. No credit card needed.