Who This Is For / When to Use
Teams using Eliza Agent Platform to handle inbound and outbound lead conversations.
Accounts that want to route contacts to Eliza even if they did not send an inbound message.
Use cases where lead capture and AI follow-up must be automated without manual tagging.
What the Send To Eliza Agent Platform Action Does
This action performs two system-level operations when a contact reaches the workflow step:
Sends the contact to the Eliza Agent Platform for AI-driven conversation handling.
Applies the Eliza tag configured in account settings (default:
CS1).
The tag is applied automatically and is required for Eliza routing.
This action does not send messages or modify contact data beyond tagging and routing.
Prerequisites
Before using this action:
Eliza Agent Platform must be enabled for the account.
An Eliza tag (such as
CS1) must be configured in settings.The workflow must be published for contacts to be sent.
How to Add the Send To Eliza Agent Platform Action
Step 1: Create or Edit a Workflow
Navigate to Automations > Workflows.
Click Create Workflow or open an existing workflow.
Step 2: Add a Workflow Trigger (Optional)
You may use any workflow trigger, including inbound events, contact creation, or manual enrollment.
Triggers are optional if contacts are added manually.
Step 3: Add the Send To Eliza Agent Platform Action
Click the + icon below the trigger.
Select Send To Eliza Agent Platform from the action list.
(Optional) Rename the action for clarity in the workflow builder.
Step 4: Save, Test, and Publish the Workflow
Click Save Action.
Click Save in the top-right corner.
Use Test Workflow to confirm contacts are routed correctly.
Toggle the workflow from Draft to Publish.
How Eliza Handles Contacts
Contacts sent to Eliza:
Can be engaged even if they did not send an inbound message.
Can originate from inbound calls, form submissions, or manual enrollment.
Are routed based on the configured Eliza tag.
This ensures no qualified contact is missed.
Common Use Cases
Lead Capture Without Inbound Messages
Route contacts who only made calls or submitted forms to Eliza automatically.
AI-First Engagement
Ensure all new leads are immediately handled by Eliza without manual intervention.
Workflow-Based Routing
Control exactly when contacts are handed off to Eliza using workflow logic.
Common Issues and Fixes
Contacts Are Not Appearing in Eliza
Confirm the workflow is published.
Verify the Eliza tag is configured correctly in settings.
Check execution logs to ensure the action ran.
Tag Was Not Applied
Ensure the Eliza tag exists and is active.
Re-save the workflow action after confirming settings.
FAQ
What does the Send To Eliza Agent Platform action do?
It sends contacts to the Eliza Agent Platform and applies the configured Eliza tag for AI engagement.
Is the Eliza tag required?
Yes. The tag is required for routing and is applied automatically by the action.
Can I use this action without a trigger?
Yes. Contacts can be added manually and still sent to Eliza.
Can I add other actions before or after this step?
Yes. This action can be combined with tagging, notifications, or other workflow actions.
Does renaming the action affect Eliza behavior?
No. Renaming the action only changes the label shown in the workflow builder.