Monitoring Workflows
Monitoring Workflows
After setting up workflows, you'll want to make sure they're running correctly. The monitoring dashboard shows you exactly what's happening.
Accessing the monitor
Go to Automations > Monitor in your dashboard.
What you can see
- Execution history — Every workflow run with timestamp, guest name, and result
- Success vs. failure — How many messages were sent successfully vs. failed
- Delivery status — Whether the WhatsApp message was delivered and read
- Triggered count — How many times each workflow has fired
Understanding workflow status
| Status | Meaning |
|---|---|
| Sent | Message was successfully sent to the guest |
| Delivered | Message reached the guest's phone |
| Read | Guest opened the message |
| Failed | Message could not be sent (see troubleshooting) |
| Skipped | Guest didn't match the workflow filters |
Troubleshooting failed workflows
Common reasons for failures:
| Issue | Cause | Solution |
|---|---|---|
| No phone number | Guest record missing phone | Check PMS data or add phone manually |
| Template not approved | WhatsApp template pending review | Wait for approval or use an approved template |
| Guest opted out | Guest previously unsubscribed | Respect their preference — cannot send |
| Daily limit reached | Max executions/day setting | Increase the limit or prioritize which guests receive messages |
Adjusting workflows
Based on monitoring data, you might want to:
- Change timing — If messages sent at 6 AM have low read rates, try 10 AM
- Update filters — If short-stay guests don't respond, filter for 3+ night stays
- Edit messages — If a message gets questions instead of answers, add more detail
- Disable underperformers — Turn off workflows that aren't adding value