FAQ
Flows
In-built Tools

In-built Tools

The inbuilt tools of viaSocket enhance your workflows by enabling advanced logic, data manipulation, and customization, ensuring smooth and efficient integrations tailored to your needs.

The Multiple Paths feature in viaSocket allows you to split your workflow into different paths, with each path performing specific actions based on the conditions you set. You can define these conditions using operators like "less than" or "greater than," giving you full control over how your data moves through the workflow and ensuring that different actions are triggered depending on the criteria you’ve defined.

For example: If event A occurs in your trigger app, act X. But if event B happens, act Y instead.

How to get started with Multiple Paths

Step 1: Once logged into viaSocket, navigate to the workflow editor.

Step 2: In the workflow editor, search for and select your trigger app. Connect your account, configure the trigger step, and test it to ensure it's working properly.

Step 3: Next, add an action to your workflow, and select the “Multiple Paths” feature from the built-in tools to create different routes based on your conditions.

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Step 4: Create path branches and define specific conditions for each branch. Based on these conditions, the data will follow the appropriate path, ensuring the right actions are taken for each scenario.

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Step 5: Test your paths.


Step 6: Now, add actions to each path, just as you would in any workflow, ensuring they match the conditions for each branch.

Screenshot 2025-05-02 at 12.57.19 PM.png


Step 7: Once you've finished adding your paths and actions, be sure to test the workflow and publish it to start running.

Nested Paths

Nested paths in viaSocket work like nested if statements. They let you add extra conditions inside your main workflow paths, just like how you might add one if statement inside another.

Example: Nested If in Order Processing

In this example, we use Nested If to handle order processing based on order value and shipping address.

  1. Outer If: Check the order value:

    • Over $100: Free shipping

    • Under $100: No free shipping

  2. Nested If: Check the shipping address:

    • If order is over $100 (Free shipping):

      • US address: Apply discount + free shipping

      • Non-US address: Apply international shipping fee

    • If order is under $100 (No free shipping):

      • Same city address: Apply local delivery

      • Other address: Apply standard shipping fee

This Nested If structure allows for more complex and precise workflow automation!

Example of Using Multiple Paths

If you send personalized messages whenever their status changes in your CRM. Then in that scenario, you can use multiple paths like this : 

When a customer's status updates in your CRM, you can set up two paths:

In Path A, if the status is exactly "new customer," send a personalized welcome message. In Path B, if the status is "inactive," send a re-engagement message to encourage them to return.

Importance of using Multiple Paths in your Workflow

  1. Personalization: Set different actions for different conditions.

  2. Efficiency: Automate tasks for various situations in one workflow.

  3. Flexibility: Handle multiple scenarios based on the trigger.

  4. Simplicity: Combine actions into one workflow instead of creating many


Multiple Paths
Jul 29, 2025

In workflows, human approval is sometimes necessary for making accurate decisions. That's why viaSocket offers the "Human Intervention" feature, allowing you to manually step in at critical points without worrying about time limits, as the workflow is paused. When approval is needed, the workflow waits until you give the go-ahead, after which it continues with the remaining steps. This ensures thoughtful decision-making and improves the effectiveness of your automation.

Why Do We Need Human Intervention in a Workflow?

Let’s understand the necessity with the example: An employee submits an expense report for travel reimbursement through the company’s finance system. If the expense exceeds a certain threshold (e.g., $1,000), it triggers human intervention. At this point, the system pauses and sends a notification to the manager or approver, asking for review and approval.

  • If Approved: Once the manager approves the report, the system resumes processing. The payment request is sent to the finance department, and the employee is reimbursed.

  • If Denied: If the manager denies the report, the workflow sends a notification back to the employee to revise or provide additional information.

Execution Time Calculation

In the case of human intervention in workflows, it is essential to understand how the execution time limit is calculated. When human intervention occurs, the execution flow pauses and the time counting stops, while logs are generated for the actions executed up to that point. Once approval is received from the human side, the time counting resumes, and the workflow continues until completion. This ensures that the time spent waiting for human action is excluded from the overall execution time.

How to get started with Human Intervention

Step 1: Once logged into viaSocket, navigate to the workflow editor.

Step 2: In the workflow editor, search for and select your trigger app. Connect your account, configure the trigger step, and test it to ensure it's working properly.

Step 3: Next, add an action to your workflow, and select the “Human Intervention” feature from the built-in tools.

Screenshot 2025-02-18 at 1.17.27 PM.png

Step 4: Choose any one of the interaction services.

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Step 5 : Define buttons for seamless interaction, and map each button to the required values for accurate condition checks.

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Step 6: Now, define the further actions that are executed only after receiving human approval.

image

Step 7: Test and publish the workflow.

Importance of Human Intervention in Workflow

  1. Decision-Making: It allows for nuanced judgment that automated systems cannot provide.

  2. Quality Control: Humans can identify errors and ensure high standards.

  3. Flexibility: Human involvement enables real-time adjustments to changing circumstances.

  4. Complex Problem Solving: Humans can think critically and creatively to solve intricate issues.

  5. Emotional Intelligence: Human interaction brings empathy and understanding to tasks.

Human Intervention
Jul 29, 2025

Custom API empowers users to craft custom API calls to any external system, granting them unparalleled flexibility and customization options. 

             

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Understanding APIs

APIs, or Application Programming Interfaces, serve as the bridge between different software applications, allowing them to communicate and share data seamlessly. They enable developers to access the features or data of one application from another application, without needing to understand the underlying code.

How APIs Facilitate Communication

APIs act as the intermediary between the client and server, enabling them to communicate effectively. Here's how it works:

  • Request-Response Cycle: When a client needs to access data or services from the server, it sends a request to the server via the API. This request typically includes parameters specifying the desired action or data.

  • Processing on the Server: Upon receiving the request, the server processes it based on the defined API endpoints, methods, and parameters. It retrieves the necessary data, performs the requested actions, or executes the specified operations.

  • Response to the Client: Once the server has processed the request, it sends back a response to the client via the API. This response contains the requested data or indicates the outcome of the requested action.

Screenshot 2025-03-22 at 10.25.53 AM.png

Harnessing the Power of Custom API

viaSocket's Custom API feature takes the concept of APIs to new heights by allowing users to create their own custom API calls in their workflows. This means users can define the specific actions they want to perform with external systems, tailored to their unique requirements.

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Whether you need to fetch data, send information, update resources, or delete records, Custom API puts the power in your hands. But before diving in, it's crucial to understand the components of an API:

1. Endpoints: These are the URLs through which you access the API's functionalities.

2. Methods: Different methods dictate the type of action you want to perform:

  • GET: Retrieve data from a server.

  • POST: Send data to a server for processing.

  • PUT: Update or replace an existing resource.

  • DELETE: Remove a resource from the server.

  • PATCH: Make partial updates to a resource.

3. Parameters: Query parameters refine the data or resources included in the response.

4. Headers: Headers define aspects like response format, authentication credentials, or caching instructions.

Crafting Your Custom API Calls

To integrate Custom API into your workflows, start by consulting the reference documentation of the target API. Understand its endpoints, methods, parameters, and data formats. This clarity enables you to design custom API calls tailored to your specific needs. 

📌

For Example, below is the 

Typeform

 Retrieve Responses GET API which returns form responses and date and time of form landing and submission. Here, you have to fill each form's form_id in the API URL to specify forms and also include your Access Token in Headers.

You can use 

chips

 to dynamically change form id from previous steps in workflows.

Test the API to get the response below and once everything is set up and ready to go, click update to integrate this custom API call in your workflow. 

You can now use the viasocket’s in-built tool 

Function

 and

IF conditional 

to create more customized workflows.

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The true power of viaSocket's Custom API feature lies in its ability to unlock new possibilities for workflow automation. From data synchronization and task automation to information retrieval and resource management, the applications are virtually limitless.

In conclusion, viaSocket's Custom API feature empowers businesses to harness the full potential of APIs for workflow automation. By providing a platform for creating personalized API calls, viaSocket enables businesses to streamline operations, improve efficiency, and drive innovation. Embrace the power of viaSocket's Custom API feature and transform your workflows for the better.

Custom API Integration
Jul 29, 2025

JavaScript Code Steps let workflows run small pieces of JavaScript code. These steps give you the flexibility to add custom logic to your workflows.

This tutorial will show you how to use JavaScript code steps.

You can use JavaScript Code Steps as actions in your workflows to perform tasks like data manipulation, calculations, or interacting with external services.

What is a JS Code Step?

A JS Code Step is a specific type of action in a workflow where you can run custom JavaScript code. This is particularly useful when you need to:

• Perform calculations or transformations

• Handle complex logic that cannot be achieved with basic built-in actions

• Interact with external APIs and process the response data

• Manipulate or filter input data based on specific conditions.

Adding a JS Code Step to Your Workflow

1. Add a JS code action

The JS Code action step allows you to write code that will interact with data coming from the trigger, or a previous action step.

• In the workflow editor, click on the action step

• Search for and select JS Code from built in tools

2. Set up your JS code action

• In the Code field, enter your JavaScript code.

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• You can also define data fields to be provided to the code as strings with the Input Data fields. Provide a key and a value for each field.

• Click Continue.

3. Test your code action

• Click Test step.

• If your code is valid, the step will show it was successful and display the data sent.

Using AI to Help You Generate JavaScript Code for Your Workflow

You can use AI to generate JavaScript code for your workflow. Simply describe what you’d like the code to do, and AI will generate it for you.

• In the action step, above the Code field, click Ask AI.

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• In the dialog box, enter a clear prompt describing the desired code.

• Click Generate Code.

• Review the generated code.

• Click Test Step.

• Review the test results.

How to Write Your Prompt

• Use plain language in your prompt.

• Avoid technical jargon. There's no need for advanced language or programming terms.

• Be clear and concise, avoiding ambiguity in your request.

• You can manually edit the AI-generated code at any time.

Using Input Data in Your JS Code Step

For action steps, you can reference:

• Input data from your JS Code step.

• Data from previous steps to pass as input to your JS Code step.

📌

Example

Here are some example prompts:

• Split the full name input into first and last.

• Get the current date and time and return it in the format: YYYY-MM-DD HH:MM:SS as an object.

• Check if the value provided is prime.

• Convert the input string into uppercase letters

• Extract the domain name from the provided URL

Testing and debugging JS Code steps

You can use the Workflow History to review detailed logs and data after running the workflow, while the Test Step lets you check the behavior of the JS Code step immediately during development for faster troubleshooting and adjustments.

Use JavaScript code
businessif-blockintegrationlow-codebusinessprocessautomation
Aug 26, 2025

Custom Variables act as versatile containers within viaSocket, capable of holding various types of information essential for your workflows.

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Custom Variables allow you to tailor your workflows precisely to your requirements. Gone are the days of one-size-fits-all automation – now, you can dive deep into the inner workings of your workflows and mold them to perfection.

 

Custom Variables allow users to create and initialize variables within their workflows using JavaScript. These variables can hold various types of data, such as text strings, numbers, or even complex objects. Once defined, these variables become accessible and usable across your entire workflow.

Step by step guide on how to use custom variables in viaSocket

  1. You can add a variable and use it across the workflow with the help of "Custom Logic (AI)."

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  1. Simply tell the AI your requirement, such as the type of variable you need and its name. It will create the variable for you and ensure it's set up correctly.

screenshot (13).png

📌

For exampleyou have a workflow where you update the “submission” field in Google Sheets by adding 7 days to the “assigned” date in your sheet. For this, you can simply initialize a new variable submission_Date  in workflow and add JS one line code to initialize it with “assigned” date + 7 days and then update the “submission” field in your sheet with variable submission_Date.

📌

For exampleyour users submit forms in Typeform, and they submit their full name as you want to use their full name for creating invoices, and you also want to send them an email but you want to use only their first name in the emails, now in Zapier you can not edit this because the data stored in their chip can not be modified, but with viaSocket, you can add a JS code using AI to separate the first and the last name from the Full name and then store them in two different variables. Now you can easily use the new variable with the first name in your emails. 

Variable Customizations
workflowvariablesCustomvariablesAIautomation
Jul 29, 2025

Delay is an in-built tool in viaSocket that helps you pause your workflows for a specified amount of time before the next actions take place.

This feature is perfect for scheduling tasks on your timeline, such as sending follow-up emails, creating reminders for incomplete tasks, or triggering automated actions at just the right moment. Whether you need to space out notifications or implement timed responses, Delay keeps your workflow organized and in sync with your goals.

Why Do We Need Delay in a Workflow?

Imagine you run an e-commerce store and use a workflow to send a thank-you email after a purchase. However, bombarding your customer with promotional emails immediately after the thank-you note could feel intrusive.

Without Delay:

  1. The customer completes their purchase.

  2. The thank-you email and promotional emails are sent simultaneously.

  3. The customer might feel overwhelmed, leading to email fatigue.

With Delay:

  1. The customer completes their purchase.

  2. The thank-you email is sent instantly to acknowledge the transaction.

  3. A Delay of 2 days is added to the workflow.

  4. The promotional email about complementary products or discounts is sent, arriving at the right moment when the customer is likely to consider another purchase.

This timing improves the customer experience, nurtures the relationship, and increases the chances of a successful upsell or re-engagement.

Delays are similarly useful in scenarios like:

• Scheduling reminders for incomplete tasks.

• Spacing out notifications to prevent interruptions.

• Automating birthday or anniversary greetings at the exact time.

By adding Delay to workflows, you can create more thoughtful, effective, and user-friendly automation.

Minimum and Maximum Time for Delay

  • Minimum Time: 1 minute.

  • Maximum Time: You can set delays for a range of time, from minutes to days, based on your needs.

Will Delays Impact Execution Time Limit of the Workflow?

No, adding a delay does not affect the total execution time of your workflow in terms of processing capacity. Delays are simply pauses inserted between steps to control when the next action should run. These pauses do not consume additional resources or extend the overall processing duration counted towards your workflow limits.

For example, if your workflow includes a 2-hour delay before sending a follow-up email, those 2 hours are not considered "active" execution time. The system is merely waiting during that period, and the actual execution resumes when the delay ends.

This ensures that delays help you time your tasks effectively without impacting the efficiency or limits of your workflow's processing.

How to get started with Delay

Step 1 : Once logged into viaSocket, navigate to the workflow editor.

Step 2 : In the workflow editor, search for and select your trigger app. Connect your account, configure the trigger step, and test it to ensure it's working properly.

Step 3 : Next, add an action to your workflow, and select the “Delay” feature from the built in tools.

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Step 4: Enter the time limit in seconds, minutes, hours, or days by following the format suggested in the field's placeholder.

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Step 5 : Define the actions to be executed after the delay, then test and publish the workflow.

How to map data in delay

You can map dynamic values into the delay action by using data from previous steps. If you want to set the delay time based on data from a previous step, you can easily achieve this by mapping the value using a chip.

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Can I track the delay times in my workflow logs?

Yes, you can track the delay times in your workflow logs. The logs will include detailed information about the duration of each delay, offering full transparency regarding the time spent in waiting periods. 

This allows you to monitor the workflow’s progress, understand any pauses, and ensure everything is running as expected. You can easily review the timeline to see how long each step takes, including delays, and identify any areas that may need optimization for better efficiency.

Delay
Aug 27, 2025

What is Ask AI in viaSocket?    

Ask AI by viaSocket is a built-in tool that lets you add AI-powered actions to your workflows without needing a separate AI account. Powered by GPT-4o mini from OpenAI, it handles tasks like data extraction, classification, summarization, content writing, and customer replies.

The tool includes an easy-to-use prompt assistant that helps you quickly generate high-quality prompts.

Everything is customizable. After creating your prompt, you can edit the action description, prompt instructions, and field names and descriptions. You can also map fields to later steps in your workflow, making everything flow smoothly and automatically.

What you can do with Ask AI by viaSocket

What can AI do for your workflows? The possibilities are endless. If you're looking for inspiration, here are some use cases to get you started:

  1. Data Extraction: AI automatically extracts key info from emails or receipts.

  2. Task Automation: AI routes data and classifies messages without manual input.

  3. Customer Insights: AI analyzes feedback to highlight key customer preferences.

  4. Response Generation: AI drafts customer replies, speeding up response time.

  5. Workflow Integration: AI enhances existing workflows, automating tasks and data routing.

  6. Data Formatting: AI formats and structures data for consistency and easy use.

How to get started with Ask AI

  1. Log in to your viaSocket account – Once logged in, either create a new workflow or edit an existing one.

  2. Create your trigger step – Search for and select your trigger app, then choose the trigger event. Connect your account, customize any necessary fields, and test the step to ensure it's working as expected. Once confirmed, click Continue.

  3. Add an action step – Select Custom Logic (Ask AI) from the list of built-in tools.

    Your paragraph text - 2025-08-28T110847.290.png

  4. Write your prompt – Input your prompt in simple, clear English and click Test. Once tested and verified, click Add to proceed and continue building your workflow.

    Your paragraph text - 2025-08-28T110625.545.png

It takes minutes to set up an Custom Logic AI step that completely transforms the way you do business.

AI
automationWorkflowBPSAiintegration
Aug 28, 2025

The Memory tool in viaSocket is designed to store data across workflow runs, enabling seamless data sharing and connection between different steps or runs. This tool provides a persistent storage solution, making it easier to maintain context and continuity in your workflows.

Key Features

  • Persistent Storage: Retain data beyond the execution of individual workflows.

  • Data Sharing: Facilitate the exchange of data between multiple workflow steps or even separate workflows.

  • Scalability: Handle diverse data sizes and types, ensuring robust functionality for all use cases.

  • Flexibility: Retrieve, update, or clear stored data based on workflow requirements.

Supported Data Types

The Memory tool supports two types of data formats:

  • Dictionary

  • JSON

Supported Actions

Within the Memory tool, you can perform the following actions:

  1. Create or Update Record: Add new data or modify existing data seamlessly. Use this action to ensure your workflow data stays updated and relevant.

  2. Update a Record by ID: Modify specific records using the Update by ID action. This allows you to directly update a particular entry in your MongoDB storage by its unique identifier, ensuring precise changes to your stored data.

  3. Find Record: Effortlessly access stored data with the Read action. Retrieve any saved information at any point in your flow to support decision-making and trigger subsequent actions based on the retrieved data.

  4. Delete Record by ID: Maintain an organized and efficient workflow by removing unnecessary data with the Delete action. This allows you to securely delete obsolete records, optimizing your storage for active and relevant information.

  5. Add New Record: Store new data seamlessly within your workflow using the Create action. Whether you're saving configurations, flags, or other crucial information, this action securely adds data to your MongoDB-based storage, ready for use in your automation flow.

  6. Update Record Using Filter: Refine your updates by applying filters to target specific records. This action enables you to make precise modifications based on conditions you define, enhancing the flexibility of your data management.

Use Cases

  1. Session Management: Store user session information and maintain it across different workflow runs.

  2. Data Continuity: Keep track of intermediate results or process states to use in subsequent steps.

  3. Conditional Logic: Use stored data to determine workflow paths or trigger specific actions.

  4. State Management: Manage states in workflows that require a multi-step process with dependencies.

Memory
Jul 29, 2025

The SMTP tool in viaSocket allows you to send emails directly from your workflows using your own SMTP server. This feature is useful for transactional emails such as confirmations, alerts, or notifications, without requiring a third-party service.

When to Use the SMTP Tool

Use this tool when:

  • You want to send custom emails based on workflow actions.

  • You are using a private or company-owned SMTP server.

  • You need full control over the email delivery process.

How to Add an SMTP Connection

To configure your SMTP settings, fill in the required details as shown in the SMTP form within viaSocket.

Host (Required)

Enter the address of your SMTP server.
Example:

smtp.yourdomain.com

or

smtp.gmail.com

Email/Username (Required)

Provide the username or email address associated with your SMTP account.
Example:

[email protected]

Password (Required)

Enter the password or app-specific password used for authentication with your SMTP server.

  • Ensure this password matches your SMTP login credentials.

  • Some providers may require you to generate an app password.

Port (Optional)

Select the appropriate port from the dropdown.
Available options:

  • 587 – Used for SMTP with TLS (recommended)

  • 465 – Used for SMTP with SSL

  • 2525 – Often used as an alternative to 587 (supported by some providers)

  • 110 – Generally used for POP3, not SMTP; avoid unless specified

  • 80 – Used for HTTP, not email; select only if your provider explicitly instructs it

If you are unsure, 587 is usually the safest choice.

Use TLS? (Optional)

Specify whether to enable TLS encryption.

  • Choose Yes if your SMTP server requires a secure connection (most do).

  • Choose No if your server supports unencrypted access (not recommended).

Once these fields are completed, click Add Connection. This securely saves your SMTP settings, and you can use this connection inside any viaSocket workflow.

Best Practices

  • Use app-specific passwords for services like Gmail or Outlook.

  • Always use encrypted ports (587 or 465) for secure communication.

  • Avoid using generic ports like 80 or 110 unless directed by your SMTP provider.

  • Test the connection with a sample email before deploying your workflow.


SMTP
Jul 29, 2025

viaSocket AI Agents built-in tool move beyond traditional workflows by leveraging natural language instructions and AI decision-making. Instead of rigid branches, you define:

  • A trigger

  • AI-driven instructions (written in plain English)

  • Connected data sources

  • Automated actions across ~1,500 integrations

This makes the agent adaptive, scalable, and less reliant on hardcoded logic.

Why Use an AI Agent?

Here’s what you’ll love:

  • Smart & Adaptive: Understands the intent behind triggers and adapts its response.

  • Data-Aware: Can access and use your uploaded files, app data, and CRM info.

  • Multi-App Actions: Can create replies, update records, send messages, and more.

  • No Code: You don’t need to write scripts—just describe the behavior.

Step-by-Step Breakdown :

1. Starting with Templates or Scratch

  • Users can either use pre-built templates (like a "Support Email Agent") or build from scratch.

  • Triggers are selected from existing apps (e.g., Gmail, Outlook, HubSpot).

2. Insert Actions

Actions are what the agent does after understanding the situation.

Examples:

  • Draft an email

  • Send a Slack DM

  • Update a Google Sheet

  • Create a support ticket

3. Configure the viaSocket AI Agent

Screenshot 2025-07-14 at 5.46.16 PM.png

1. Select LLM Service

From the LLM Service dropdown:

  • Choose the AI provider you want to use (e.g., OpenAI, Google Gemini, Anthropic Claude).

  • This determines how your API call is routed.


2. Enter API Key

  • Paste your API Key securely into the field.

  • This key authenticates your request to the selected LLM.

💡 Tip: Use environment variables or secrets manager for sensitive keys.


3. Define Prompt

This is the core instruction to guide the AI’s behavior. Think of it like this:

Example instruction:

When I receive a new email, check if it’s a customer query. If it is, look up the answer in my “FAQ doc.” If you find an answer, draft a polite reply. Also, send a Slack message to @support with the draft.

More Examples:

  • Summarize the customer’s issue.

  • Classify the query based on intent.

  • Generate a response using FAQ data.


4. Optional: Thread ID

Use this field if:

  • You're maintaining conversational context over multiple calls.

  • You want the model to remember prior exchanges using thread/session IDs.

If not needed, you can leave it blank.


5. Optional: Query

You can pass a specific user input or question into this field—ideal when you're pulling dynamic values from previous steps.

Example:

  • What is the refund policy?


6. Add Variables (Dynamic Inputs)

These let you pass structured data or custom values into your prompt using variable references.

To add:

  1. In the first field, enter the variable name (e.g., topic, user_email, customer_message)

  2. In the second field, enter the value (static or dynamic from a previous step)

  3. Click Add

You can then use these inside your prompt like:

plaintext

Summarize the following message: {{customer_message}}


7. Test the Agent

Before saving, click Test to:

  • Send a test call to your selected LLM

  • View the live RESPONSE from the model

  • Debug any prompt or variable issues


8. Create & Save

If the output looks correct:

  • Click the Create button to finalize the AI Agent block in your workflow.

Example Use Cases

Agent Name

What It Does

SupportBot

Handles customer queries by scanning the FAQ doc, drafting email replies, and notifying support if unsure.

Lead Classifier

Monitors incoming leads, checks for quality signals, categorizes the lead, and sends them to the sales pipeline.

Invoice Follow-up Agent

Triggers when an overdue invoice is detected, drafts a follow-up email, and notifies finance.

Job Applicant Screener

Reads job applications, checks qualifications, and either sends a thank-you email or routes to HR.

AI Agent
Jul 29, 2025