Support · CONNECTIONRead and start Crisp conversations, send messages and notes, change conversation state and details, and manage people profiles.
Explore 12 workflow actions for Crisp, including account permissions and operation limits.
Choose an action in the workflow builder, connect an account, and map its inputs. These actions are available in the catalog; your account access and a successful test determine whether they work for your setup.
Add a people profile with an email and nickname.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Mark a conversation pending, unresolved or resolved.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Start a new conversation. It shows in the inbox once a user message is sent.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Read a conversation's state, assignee and visitor details.
Read one people profile.
List conversations a page at a time, optionally searched or filtered to unresolved, resolved, unread or unassigned.
Read a conversation's messages, optionally before a timestamp.
List the workspace's operators.
List people profiles a page at a time, optionally by quick search.
Send a text message or a private note in a conversation, as an operator or as the user.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Set a conversation's visitor nickname, email, phone, subject or segments.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Change the given fields of a people profile.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Use the account and permissions required for your process. Review the connection check before configuring a workflow action.
Select a listed operation and map its required inputs. Use test records and add a human approval before writes that need review.
Inspect step outputs and confirm the result in Crisp. A saved workflow is not a completed provider action.
