For AI agents: the complete documentation index is available at https://docs.clickmax.io/en/llms.txt, the full documentation bundle is available at https://docs.clickmax.io/en/llms-full.txt, and this page is available as Markdown at https://docs.clickmax.io/en/features/automations/index.md.
  • English

      • Automations

      An automation (or flow) is a sequence of steps that fires from a trigger — a contact getting a tag, or a scheduled date — and then sends messages, waits and picks paths with no manual work.

      Before you start

      • You need edit access in the workspace.
      • For automations that send messages, have at least one channel connected in Messaging.

      How a flow works

      Every flow starts from a trigger and runs a list of steps in order. Steps include sending a message, waiting, conditions, branching and actions on the contact. The flow keeps running while there are steps left, and stops when it reaches the end or when an exit trigger is met.

      In this section

      • Messaging — connect the channels an automation sends through.
      • Contacts — the tags and segments that act as triggers.
      • Send a broadcast — a one-off send, without a flow.

      If it didn't work

      • The automation did not fire: check the trigger (a tag, a schedule) in Contacts; if the flow never published, see the error codes (Portuguese).
      • The messages did not go out: check the channel in Messaging and the Meta limits (Portuguese).
      • An error saving or publishing the flow: see the error codes (Portuguese).