Monitoring & Insights

Once your workflows are live, the platform provides a comprehensive suite of tools to track their health and effectiveness. You can monitor everything from high-level campaign trends to granular, step-by-step logs for a single contact.

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Workflow Insights Dashboard

The Workflow Insights dashboard provides a real-time summary of all automation activity over a specific timeframe, such as the Last 30 Days.

Core Metrics

• Execution Overview: View total executions, completed runs, and workflows currently in progress.
• Performance Rates: Monitor your overall Success Rate to ensure your logic is performing as expected.
• Activity Volume: Track the raw volume of actions taken, including Calls Made, Emails Delivered, SMS Sent, and API Calls.

Engagement Analytics

• Email Funnel: Analyze detailed engagement data including Opened (with percentage rate), Clicked, and Replied.
• Execution Status Breakdown: A visual distribution of workflow outcomes, such as the percentage completed.
• Node Activity: A bar chart visualizing which actions are being triggered most frequently.

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Execution Log History

For deep-dive debugging and quality assurance, the Execution Timeline Logs provide a granular audit trail of every interaction within a workflow journey.

Timeline Details

• Node Status: See exactly when each node was processed and whether it was successful (e.g., PROCESSED).
• Execution Metadata: Track total execution time (e.g., 3s) and the total number of action nodes triggered during the run.
• Performance Overlays: A visual "Execution Flow" map highlights the exact path taken through your logic.

Deep Dive: Action Node Insights

Clicking into specific nodes in the timeline reveals contextual data:

1. Email Node Insights

The Email Node log allows you to verify both the content delivery and the recipient's engagement. This is critical for A/B testing and verifying your outreach timing.

• Delivery Status: Confirms if the email reached the recipient's server (e.g., Delivered, Bounced, or Pending).
• Engagement Timestamps: View exactly when the user interacted with the message.
  • Opened: The exact second the tracking pixel was triggered (e.g., Opened Mar 31, 12:24:49 PM).
  • Clicked: Tracks if any links within the email were accessed.
• Sent Preview: A visual snapshot of the specific template and dynamic variables used for that particular contact.

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2. AI Call Node Insights

AI Call logs provide the most granular view of lead sentiment and conversation quality. Instead of listening to hours of audio, you can use the structured data provided here.

• Call Summary: An AI-generated overview of the entire conversation, highlighting key points and the lead's general mood.
• User's Request vs. Assistant's Response: A structured breakdown of the core interaction, allowing you to see if the AI successfully addressed the lead's specific questions.
• Transcript & Recording:
  • Full Transcript: A text-based record of the dialogue for quick scanning.
  • Playable Recording: Listen to the actual audio to evaluate the AI’s tone and latency.
• Metadata: Review the Call Duration and Call SID for technical auditing with telephony providers.

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3. Condition Node Insights

Condition nodes are the "brain" of your workflow. When a flow takes an unexpected path, the Condition Node log explains why.

• Logic Evaluation: Displays the exact logic string evaluated (e.g., if user_intent == "interested").
• Path Selection: Clearly indicates which branch the workflow followed (e.g., the "True" path vs. the "False" path).
• Variable State: Shows the values of the variables at the moment of evaluation, helping you identify if data was missing or incorrectly formatted.

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4. API Node Insights

The Execution Timeline Logs provide a transparent view of your external integrations. By clicking an API node, you can audit the full communication cycle between the platform and your CRM, Database, or Webhook.

• Execution Status: Real-time indicators (e.g., PROCESSED) and timestamps confirm the request's exact departure time.
• Request Details: Inspect the Request Body (JSON) to see exactly what data was sent out.
  • Tip: This includes executionId and contact attributes to help you find the record in your external system.
• Response Audit:
  • Status Codes: Instantly verify success (e.g., 200 OK) or identify errors (e.g., 404 Not Found or 500 Internal Server Error).
  • Response Body: View the raw JSON returned by your server (e.g., {"status": true, "message": "Lead Synced"}).
• System Notes: Finalized notes like "API call completed successfully" confirm the step is closed.

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5. End Node & Log Notes

The end of a workflow journey is just as important as the beginning. The logs provide context on how and why a journey concluded.

• Execution Status Breakdown: Displays if the path was COMPLETED successfully or if it was CANCELLED by an external trigger.
• System Log Notes: Automated explanations for flow termination, such as:
  • "User did not reply, retry disabled": Explains why no further emails were sent in a sequence.
  • "Workflow execution cancelled by webhook": Indicates an external system stopped the flow (e.g., a lead made a purchase).
• Total Execution Time: The total duration from the Start Node to the End Node, helping you identify bottlenecks in your automation.

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Summary of Monitoring Tools

Node Type	Primary Insight	Key Data Point
Email	Engagement	Open/Click Timestamps
AI Call	Sentiment	Transcript & Summary
Condition	Logic	Evaluated Variable State
API	Integration	Request/Response JSON
General	Journey Flow	System Log Notes

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Managing Campaigns

The Workflow Campaigns table allows you to manage bulk executions and view high-level results at a glance.

• Real-time Progress: Monitor the completion ratio (e.g., 1/1 contacts) for each active campaign.
• Quick Metrics: View summarized node metrics directly in the table, such as the total number of emails sent for that campaign.