Kyrios Systems

The Workflow Builder now supports right-click actions on workflow blocks, allowing users to copy, move, delete, or add notes directly from a context menu without opening the three-dot menu.

Workflow Builder: Right-Click Actions for Faster Editing

The Workflow Overview Dashboard provides a real-time, read-only view of workflow activity, enrollments, trigger performance, and errors so users can monitor automation health and quickly identify issues.

Workflow Overview Dashboard: Measure and Monitor Automations

Version History allows users to view, save, restore, and duplicate previous workflow versions so changes can be tested, reviewed, or reverted safely without affecting live automations.

Version History and Restore Functionality in Workflows

Company-Based Workflows allow automation to run at the company record level, enabling Kyrios users to trigger actions, updates, and cross-object automation for B2B accounts instead of individual contacts.

Company-Based Workflows

The Advanced Builder is a visual workflow editor in Kyrios used to build complex automations on a flexible canvas.

Advanced Builder: Visual Workflow Design in Kyrios

The Error Identification and Resolution feature in Kyrios highlights workflow errors and uses AI guidance to help users understand and fix issues directly from the workflow builder.

Highlighting and Resolving Errors in a Workflow

Advanced Filters let users temporarily narrow the Workflow List by specific criteria, while Smart Lists allow users to save those filters as reusable, always-available workflow views.

Workflows: Using Advanced Filters and Smart Lists

Workflows in Kyrios automate actions based on specific events using a simple trigger-and-action builder, allowing businesses to streamline processes and scale automation efficiently.

How to Set Up and Customize Workflows in Kyrios

Kyrios workflows can now automatically add or remove followers on contacts using dedicated workflow actions, eliminating the need for manual follower management.

Automating Contact Follower Management with Workflows

Pausing workflows in Kyrios allows administrators to temporarily stop published automations during specific date ranges, such as holidays or scheduled downtime, without permanently disabling or editing the workflow logic.

How to Pause Workflows in Kyrios

An appointment booking workflow in Kyrios automatically runs actions when a contact books an appointment on a selected calendar, allowing teams to trigger confirmations, reminders, assignments, and pipeline updates without…

How to Set Up an Appointment Booking Workflow in Kyrios

Workflow AI Assistant is an in-builder AI guide that helps users create, configure, and optimize workflows by suggesting triggers, actions, and next steps directly inside the Kyrios workflow builder.

Workflow AI Assistant in Kyrios

Workflow Notes, Action Notes, and Sticky Notes allow teams to add structured context, instructions, and reminders directly inside the workflow builder, improving collaboration, clarity, and long-term maintainability.

Workflow Notes, Action Notes, and Sticky Notes in Kyrios

Use estimate-based triggers and actions to automate sending estimates and client follow-ups.

Estimates Workflow Trigger & Send Estimate Action

Use workflow triggers and actions to automatically grant or revoke access to private community channels based on member activity or status.

Communities: Private Channel Workflow Triggers and Actions

Restoring a deleted workflow allows users to recover a previously removed automation from the Deleted tab and return it to a usable Draft state.

How to Restore Deleted Workflows

Nested folders allow workflows to be organized inside folders and sub-folders, creating a clear hierarchy for managing large or complex automation libraries.

Nested Folders for Workflows

Trigger Links allow contacts to enter workflows or trigger actions automatically when they click a tracked link in an email, SMS, or other message.

How to Set Up Trigger Links in Workflows

This article explains how to automatically tag contacts whose SMS messages fail and track them in a Smart List using a Workflow, enabling follow-up actions such as email or calls.

Using a Workflow and Smart List to Track Failed SMS Contacts

Workflows in Kyrios are a visual automation tool used to trigger actions based on contact behavior, tags, or events, allowing teams to automate communication, follow-ups, and internal processes.

How to Create and Use Workflows in Kyrios

The Terms & Conditions (T&C) Filter lets workflows include or exclude contacts based on whether they accepted a Terms & Conditions checkbox at the moment of a form, survey, or…

Terms & Conditions Filter in Workflows

This article explains how to set or override the From Name and From Email Address in Kyrios workflows so emails are sent from the correct sender and domain.

Customizing the From Email Address in Workflows

This article explains how to move contacts to the next step or remove contacts entirely from a Kyrios workflow using either the workflow builder or the Enrollment History tab.

How to Move or Remove Contacts from Workflow Steps

This article explains how to duplicate an existing Kyrios workflow so you can reuse its triggers and actions without rebuilding it from scratch.

How to Duplicate a Workflow

This article explains how to pause and resume Kyrios workflows by switching between Draft and Published status, and what happens to enrolled contacts when a workflow is paused.

Pausing and Resuming Workflows

This article explains how to test Kyrios workflows using built-in testing tools, execution logs, and manual controls to verify automation behavior before going live.

Using the Testing Features in Workflows

This article explains each setting in the Kyrios Workflow Settings tab, what it controls, and how it affects workflow behavior, contact enrollment, and communication delivery.

Understanding the Workflow Settings Tab

This article explains how to use a workflow with an Email Events trigger and an Internal Notification action to receive alerts when a lead opens an email.

How to Get Notified When a Lead Opens an Email

This article explains how to connect a funnel checkout to a course or membership by using offers and workflows to automatically grant access and send login credentials.

How to Connect Course and Funnel Checkout Using Workflows

Learn how to set up a double opt-in workflow so contacts must confirm before receiving messages.

How to Create a Double Opt-In System

This guide explains how to create Google Ads offline conversion actions and connect them to Kyrios workflows so Google Ads can accurately track leads, purchases, calls, and chats generated from…

How to Set Up Google Ads Conversion Actions with Kyrios Workflows

This article explains how to use the Execution Logs and Enrollment History tabs in Kyrios workflows to understand what actions ran for each contact, their current status, and how a…

Understanding Workflow Execution Logs and Enrollment History in Kyrios

This article explains how to control when workflow actions execute in Kyrios by using global delivery time windows and conditional wait logic to ensure messages and actions run only at…

Customizing Delivery Timeframes Within Workflows

Multiple trigger events allow a single Kyrios workflow to start from more than one event type, such as form submissions, survey completions, contact changes, or appointment bookings—while running the same…

How to Use Multiple Trigger Events in Workflows

This article explains how automated call events and voicemail drops worked inside Kyrios Campaigns, including user assignment, call routing, and voicemail fallback behavior.

How to Set Up Automated Calls and Voicemail Drops Within Campaigns

This article explains how to create an appointment confirmation and reminder workflow in Kyrios using the Appointment Status trigger, timed wait steps, and message actions.

How to Create Appointment Confirmation and Appointment Reminder Workflows

This article explains how to import an existing Kyrios Campaign into the Workflow builder so it can be customized using modern triggers, actions, and automation logic.

How to Import Campaigns into Workflows

This article explains how to move or copy single actions or entire action blocks within or between workflows using the Kyrios Workflow Builder.

How to Move and Copy Actions in the Workflow Builder

Workflow Recipes are pre-built workflow templates that allow Kyrios users to quickly create, customize, and publish automations without starting from a blank workflow.

Workflow Recipes

The Abandoned Cart workflow automatically identifies contacts who start but do not complete a two-step order form and triggers follow-up actions until a purchase is completed.

Workflow: Abandoned Cart

Workflow Contact Attribution Variables allow Kyrios workflows to identify where a contact originated (first or last touch) and take different actions based on that source, such as paid ads, organic…

Workflow Contact Attribution Variables

Workflow folders, Advanced Filters, and Smart Lists in Kyrios help organize workflows, apply structured views, and save reusable lists for faster workflow management.

How to Organize Workflows Using Folders, Advanced Filters, and Smart Lists

Kyrios workflows can automatically mark appointments as Invalid when a specific contact tag is added, ensuring calendars stay accurate and unavailable time slots are released.

How to Mark an Appointment as Invalid Using a Workflow

Bulk Actions allow Kyrios users to add multiple contacts to workflows or campaigns at once, either immediately, at a scheduled time, or gradually using drip mode.

Bulk Actions for Campaigns and Workflows

Custom Object Workflows let you trigger automations from custom object events and perform object-specific actions like creating, updating, or clearing custom object records.

Using Custom Objects in Workflow Actions and Triggers

Enrollment History shows when contacts entered a workflow, their current state, exit reasons, and the exact path they took through the workflow.

Workflow Enrollment History in Kyrios

Execution Logs provide a detailed, action-by-action record of what occurred inside a workflow, including successes, waiting states, errors, and exact execution timing.

Workflow Execution Logs in Kyrios

Learn how the Stop on Response setting works in Workflows to automatically end a workflow when a contact replies to a workflow message.

How Does Stop on Response Work in Workflows

WhatsApp Workflow Statistics provide detailed, action-level visibility into WhatsApp message delivery, engagement, and failures directly inside a workflow.

WhatsApp: Workflow Statistics

The Standard Workflow Builder now supports drag-and-drop functionality for triggers and actions, allowing you to place steps directly onto the canvas from the sidebar.

Standard Builder: Drag-and-Drop Triggers and Actions

The Advanced Builder now allows you to drag and drop triggers and actions directly onto the workflow canvas, automatically connecting them in the correct position.

Advanced Builder: Build Faster with Auto-Connecting Steps

Control which branch contacts enter by default in Advanced Builder workflows with parallel paths.

Advanced Builder: Set Default Path for Workflow Branches

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