Filter Steps

Conditional logic in flows

Overview

Filters allow you to use conditional logic in flows, enabling branching execution paths and more powerful single runs.

Example use cases

  • Quality scoring. In a CRM context, if the value assigned to a particular lead is above a specific quality threshold or score, take a more resource-intensive approach to outreach.
  • Response optimization. If a subject responds in a particular way to an earlier action, pursue a particualr course of action. Otherwise, pursue another.
  • Robust workflows. If something fails, try again.
  • Evaluation followups. Following an evaluation step, depending on the feedback received (whether from an AI agent or a real-life human), respond appropriately.

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