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Smart Flows

Review Smart Flow Runs

Find current steps, completion status, and recorded activity.

Open Automations > Smart Flows and choose Active or History. Active contains active and paused runs; History contains completed, cancelled, failed, and expired runs.

Find a run

Search by flow name, contact, email, or current step, and use the purpose filter to narrow the list. Open the relevant run to see its status, completed step count, individual step statuses, and Activity.

A flow can be active while waiting for the client. Check the current step and linked record before treating a quiet run as a failure.

Review completion

Check both the step status and the underlying outcome: a submitted form, booked appointment, uploaded file, accepted proposal, signed contract, or paid invoice. The progress count summarizes the journey; the linked record contains the business result.

If Activity cannot load, the step progress may still be available. Reload before starting another run.

Pause, resume, or cancel

Use the run's menu for available actions. Pause prevents the client from continuing. Resume continues the same progress. Cancel stops the run; it does not reverse a payment, signature, upload, or other action already completed.

Copying a run link lets the intended recipient return to the same journey. Starting again creates another run, so check for an existing one first.

Template changes

A run uses the template definition captured when it started. Updating a template prepares subsequent runs. Review existing runs separately when changing a live process.

See Troubleshoot Smart Flows for blocked steps and access problems.

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