Comprehensive workflow stats

Workfow Stats

Introducing a new "Stats" button on the Workflow List page, allowing users to easily view communication channel performance metrics such as SMS and email statistics. This new feature enables users to compare stats across different workflows and assess how each workflow has performed without having to open them individually.

How To Enable and Use the stats feature

Follow these steps to access the new "Stats" button and view workflow performance metrics:

1. 1Navigate to Automations:
2. 2Access the Workflow List:
3. 3Expand the Workflow to View Stats:

Important Note s

• Stats will include data from onwards.
• If or were used in a workflow and later removed, the stats for these actions will in the reports.
• Currently, stats are available only for, not for.

Frequently Asked Questions

Q: What types of stats can I see with this feature?

The "Stats" button provides performance metrics for SMS and email actions used within workflows, allowing you to monitor how each communication channel is performing over time. Currently whatsapp and IVR are not supported.

Q: Are stats available for folders?

No, currently, the stats are only available for individual workflows. Stats for folders are not supported at this time.

Q: Will stats be shown for actions that have been deleted from workflows?

Yes, if SMS or email actions were used in a workflow in the past but were later deleted, the statistics for those actions will still appear in the reports.

Before you begin

“Comprehensive workflow stats” is part of the Automation → Workflows area in Adaptive AI. Create and manage active, inactive, and draft workflows. Automation changes can affect many records at once, so the safest approach is to define the intended entry condition, action, and stopping point before publishing anything. The objective is not merely to save a setting; it is to confirm the result works for the staff member or customer who will depend on it.

• Write down the exact trigger, filters, expected action, and condition that should stop or bypass the automation.
• Use an internal test contact with complete sample data, a valid communication channel, and consent appropriate to the test.
• Confirm that every connected account, custom field, pipeline, calendar, or template referenced by the automation still exists and is available.
• Record the current published status and settings so you can compare behavior or restore the earlier configuration if necessary.
• Choose a quiet test window when a controlled enrollment cannot interfere with active customer communication.

Verify the result

After completing the instructions in this guide, use a controlled test before treating the setup as finished. A saved screen or success message confirms configuration, but only an end-to-end test confirms the business outcome.

1. 1Save the configuration, review every branch from top to bottom, and publish only after required fields and warnings are resolved.
2. 2Run one controlled test using known inputs and note the exact time the test record entered the automation.
3. 3Open execution history and confirm that the record followed the expected branch in the correct order.
4. 4Verify the intended message, task, field update, or status change occurred once and contains the correct merged information.
5. 5Run a negative test that should not qualify; it should remain outside the automation without producing side effects.

Troubleshooting checklist

If the result differs from what you expected, preserve the current state and isolate one variable at a time. Start with the checks below before deleting the configuration or rebuilding it from scratch.

• Confirm the automation is published and that the trigger filters match the test record exactly, including capitalization and date conditions.
• Review re-entry settings to determine whether the same record is allowed to enter again or is being correctly excluded.
• Check the first failed or skipped step in execution history instead of changing several steps at the same time.
• Verify wait steps, account time zone, business-hour windows, and scheduled-send rules when an action appears delayed.
• Reconnect or reauthorize any external service that reports an expired credential, missing scope, or unavailable resource.

Best practices

• Use names that state the audience, trigger, and outcome so another administrator can understand the automation without opening it.
• Keep entry filters narrow and add explicit stop conditions to prevent duplicate messages, tasks, or opportunity changes.
• Respect contact consent, do-not-disturb status, quiet hours, and channel-specific opt-out requirements in every communication path.
• Change one behavior at a time, test it, and document the result before expanding the automation to more records.
• Review execution errors and unexpected enrollments after launch, then again after any connected integration or template changes.