Steps Reference

The workflow steps you can add and what each one does.

Click + under a block to add a step. The chooser shows the most-used steps first; Show all steps lists everything.

Messaging Steps

Steps that reply to the contact:

Step	What It Does
Send message	Send a text message in the conversation
Buttons message	A message with up to 3 link buttons, with click tracking
Send photo / video, Send voice note, Share a post	Send media or one of your posts
Ask a question	Up to 3 answers: reply buttons with a branch each, plus Other and No reply, and optional link buttons
Reply to comment, Hide comment	Answer or hide the comment that started the workflow

Logic Steps

Steps that control the flow:

Step	What It Does
If / Else	Branch on a contact property or variable
Wait	Pause for a set time, up to 30 days
Wait for reply	Pause until the contact writes back, with a timeout branch
Route by channel	Branch by the channel the contact is on

Contact and Data Steps

Steps that update your data:

Step	What It Does
Add tag, Remove tag	Change the contact's tags
Update property, Collect info	Set a contact field, or ask for an email, phone or other detail and save it
Update lifecycle	Move the contact to a lifecycle stage
Assign to	Give the conversation to a team member or an AI agent
Notify your team, Internal note	Alert your team, or leave a note only your team sees
Send email	Send an email through your connected Gmail channel

AI Steps

AI Agent reply, AI Agent comment reply, AI-detected condition, Sentiment gate, Summarize conversation and AI Assist. Each run uses one AI step from your plan's monthly allowance.

Integration Steps

These call a real service and stay locked until the tool is connected in Integrations:

Step	What It Does
HTTP request	Call any URL with your own method, headers and JSON body (no integration needed)
Google Sheets	Read from or append a row to a spreadsheet
Stripe payment	Create a Stripe payment link, send it, and branch on whether the customer pays
Shopify product	Send a link to a product from your store
Calendly booking	Send a booking link and branch on whether the contact books
Meta conversion event	Send a conversion event to Meta for your ads
Slack Notify	Post a message to a Slack channel
Add to email list	Add the contact to your Kit list, with an optional tag and sequence

Good to Know About Some Steps

A few steps work in ways worth knowing before you build:

Important: Booking tracking needs Calendly Standard or higher. On a lower Calendly plan, Raqi still sends the link, but the workflow ends at the Calendly booking step.

Calendly booking: "When booked" runs when the contact books a time, and "If not booked after" when the wait ends without a booking. After a booking, the next steps can use {booking.start_time}, {booking.join_url} and {booking.cancel_url}.
AI-detected condition: under What the AI reads, the default Answers and replies in this run reads the answers this workflow saved, the customer's messages since it started and their latest reply. You can also choose Trigger message only, Last 5 messages or Full conversation (last 20).
Notify your team: choose Owners and admins or Chosen teammates. They get a notification in Raqi, and an email if their settings allow it, and Raqi adds a note to the conversation.
Add to email list: by default it adds only people who typed their email in a conversation. The Kit guide explains the setting and its two branches.