Human Intervention

Human Intervention lets a Workflow pause at a specific step and wait for a person to provide input, make a decision, or approve a request. Once the required response is received, the Workflow can continue based on that response.

Use Human Intervention when an automated process needs human judgment before proceeding.

Some tasks can be automated but still require human approval or a decision before the next step runs.

Example: Expense Approval

An expense-processing Workflow collects expense details automatically, then requests a manager's approval before proceeding with payment. The Workflow waits for the manager's response and can follow different paths depending on whether the expense is approved or rejected.

1. Log in to viaSocket and create a new Workflow.

2. Select a Trigger, connect the required account, configure the Trigger, and test it.

1. Click + Add Step.

2. Select Built-in Tools → Human Intervention.

Select the service through which the person will receive the request and respond:

• Slack

• Email

• WhatsApp Business Cloud (Meta)

• M91

• Telegram

Configure the selected service as required.

Set up the message or request that the recipient will receive.

• Create response buttons: Add buttons that let the recipient choose an available response, such as Approve or Reject.

• Map Workflow variables: Insert dynamic values from the Workflow to personalise the message or include relevant information.

• Use response values: Store or map the response so later steps can use it in conditions to determine what happens next.

The request is sent through the selected service. The recipient can review the information and respond using the available interaction options.

Add the Actions that should run after the response is received. Use conditions to define different paths for different responses.

For example:

• Approved: Continue to the payment-processing step.

• Rejected: Notify the requester and stop the approval path.

Test the Workflow to verify that the request reaches the recipient, the response is captured correctly, and the appropriate next steps run. Publish the Workflow when everything works as expected.

• Include enough context in the request so the recipient can make an informed decision.

• Use clear response buttons, such as Approve and Reject.

• Map response values into conditions to control what happens next.

• Test both approval and rejection paths before publishing.

If Human Intervention isn't working as expected, contact viaSocket Support at [email protected]. Include your Workflow name and a screenshot of the History/Log to help the team investigate.