Workflows
Automate what happens after a customer leaves
Workflows turn storefront signals into decisions, campaigns, and handoffs, from one visual canvas, using the same intent and audiences as the rest of Upsurge.
- 1TriggerCart abandoned
- 2FilterHigh intent
- 3DecisionAI agent
- 4ActionSend email
What it does
Automation built on intent
Start from what customers do, decide what should happen next, and act across your stack.
Start from any signal
Trigger workflows from storefront events, webhooks, schedules, or form submissions.
- Storefront events
- Webhooks
- Schedules
- Form submissions
Decide with rules or AI
Branch on conditions, wait to see what happens next, or let an AI agent choose the next step.
- If / else
- Wait
- AI agent
Act across your stack
Launch overlay, recommendation, or chat campaigns, update products, or send data to your tools.
- Campaigns
- Products
- Mailchimp
- Slack
- Google Sheets
Start from templates
Begin with ready-made flows like browse and checkout abandonment.
- Browse abandonment
- Checkout abandonment
Templates
Start from a template
Built-in workflows for the moments that matter most, ready to adapt.
- Recover zero-result searchesCustomers whose search finds nothing get guided help right away.
- Accelerate high-value cartsAdd-to-cart events get an on-site action based on cart value.
- Refresh recommendationsProduct views refresh the recommendations customers see next.
- Escalate chat handoffsYour support channel gets the full context when chat hands off.
- Browse abandonmentBrowsers who leave enter your Mailchimp abandonment journey once.
- Checkout abandonmentIncomplete checkouts enter your Mailchimp recovery journey once.
Canvas
See the whole flow
Build workflows on a visual canvas, preview them before you publish, and follow each run step by step.
- Visual builder
- Preview before publishing
- Step-by-step run history