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