Workflow Manager Introduction

Overview

(See Figure 1)

The new Workflow Manager will help you map and manage all your digital journeys from start to finish. You can drag and drop user interactions, communication, services, business logic, and more. The Workflow Manager will replace the old one in a gradual rollout starting April 2025.

Figure 1: Workflow Manager

FAQs

What will change?

The new Workflow Manager will replace the old one as the place to map and manage all your digital customer journeys. In addition, some enhancements will be made to supporting modules like Transaction Logs and Analytics. The rest of the Builder will stay the same.

Why are we doing this?

We aim to increase digital process visibility, maximize efficiency, and improve the Builder’s user experience. The new Workflow Manager will make it easier to strategize and organize your customer journeys so you can answer more complex use cases. 

What action is required of me?

If you’re subscribed to “auto-update,” your production server will update automatically; otherwise, you must update it manually. We recommend joining an upcoming webinar or Academy course on the new Workflow Manager to learn everything there is to know about this new feature and workflow. 

Will my digital processes be affected?

No, your digital processes will not be affected. After the update, you can access and manage your digital processes from the new Workflow Manager.

Will my data be affected?

No, your data will not be affected.

When will the New Workflow Manager be released?

We will begin a gradual rollout in April 2025.

How do I access this feature?

Once released, you’ll be able to access the new Workflow Manager by clicking on the Workflow Manager tab inside the Builder. 

Will this feature update automatically?

Yes, the Builder will update automatically. If you are not subscribed to “auto-update,” you will be asked to update the server manually. 

Will there be downtime?

Yes, downtime is planned during the rollout. Be on the lookout for a separate email outlining the details.