For the complete documentation index, see llms.txt. This page is also available as Markdown.

Events

Manage and analyze events across your workspace

Overview

Events allow you to create, track, and manage custom actions that happen across your workflows and agents.

An event represents a meaningful business action, such as:

  • lead qualification

  • appointment booking

  • payment failure

Events turn conversations into measurable business data.

Where to find Events

Go to:

Utilities → Events

This is the central place to manage all events in your workspace.

What you can do

Create events

Define custom events to use in workflows and agents.

To create a new event:

  1. Click Create event

  2. Fill in the required fields:

    • Event name

    • Description

    • Metadata schema (optional)

  3. Click Create Event

The event will be automatically available in workflows and agents.

Monitor events

The table shows:

  • Event name

  • Event key (unique identifier)

  • Total triggers

  • Last triggered

  • Status (Active / Disabled)

  • Created by

Filter and analyze

You can filter events by:

  • timeframe

  • status

  • creator

  • usage (workflow / agent)

And sort by:

  • most recent

  • most triggered

Export data

Export event triggers as a CSV file.

The export includes:

  • event

  • timestamp

  • user

  • metadata

  • source (workflow or agent)

Export is asynchronous and sent via email.

Event status

Each event can be:

  • Active → tracks occurrences and is usable

  • Disabled → visible but does not track

  • Archived → not usable but keeps historical data

Metadata

Metadata allows you to enrich events with additional information.

Examples:

  • transaction value

  • service type

  • user ID

Advanced features

Set values

Automatically update variables when an event is triggered.

Webhooks / API

Send event data to external systems (CRM, analytics, etc.).

Summary

Events help you:

✔ Track key actions ✔ Analyze performance ✔ Export data ✔ Integrate external systems

Last updated

Was this helpful?