Workflow
Build questions, conditions, endings, and customer results.
Configuration
Workflows are guided question flows that send customers to the right next step.
Use them for qualification, offer flows, pre-validation before appointments, document intake, and routing customers to the right action.
Build the Flow
Open Workflows in the dashboard. A workflow starts with a name, description, active state, and translation text. Inside the builder, a workflow is made from steps and elements.
QuestionsText, long text, number, select, date, time, file upload, and checkbox elements collect customer answers.
ConditionsRules decide whether later fields, steps, or endings apply based on earlier answers.
EndingsSend customers to a message, portal content, appointment, request, URL, bid flow, or another next step.
Conditional Logic
Conditions can check whether an answer equals a value, does not equal a value, contains a value, is greater than or less than a number, is empty, or is not empty. Several conditions can be combined as all conditions must match or at least one condition must match.
Where Workflows Are Used
Workflows can be published as portal content. They can also be connected to projects, bidding flows, or pre-validation before customers reach appointment booking.
When a customer completes a workflow, Sparki stores the answers and matching ending as an Answer interaction. Review those results from Inbox or the customer timeline.
Plan and Role Notes
Workflows are available on Pro and Custom portals. Members need Edit workflows to create or change workflows.