Workflows

The state-machine layer that lets the Tracker fit any kind of work ,
sales pipeline, hiring funnel, contract review, pilot program, AR
collections, anything with stages.

What it is

A workflow defines the states a work item moves through and the
transitions between them. Happee AI ships a few standard workflows
(default, sales pipeline, hiring) and lets you configure new ones for
the work your business actually does. Each work stream picks one
workflow.

Because workflows are configurable per work stream, the same Tracker
runs very different kinds of work without compromise. Engineering uses
a development workflow; sales uses a pipeline workflow; hiring uses a
funnel; pilots use a charter-customer workflow with explicit success
criteria.

What you get

• Configurable states per workflow with naming, color, and clear
  semantics for what "in progress" or "done" means in each context

• Transition rules, which state can move to which

• Per-state automations, when a work item enters a state, the system
  can assign owners, post to channels, or schedule follow-ups
  automatically

• Per-workflow views, kanban columns, filters, default sorts

• Multiple workflows side-by-side in the same business, sales runs
  one, engineering another, pilots another

• Agents respect the workflow, they don't transition a work item to
  "won" until the configured criteria are met

How agents use workflows

Workflows give agents vocabulary for what's going on. When the sales
agent looks at a pipeline work item, it knows whether the deal is in
"meeting scheduled" or "proposal sent", and that determines the
next-step playbook it suggests. When the operations agent looks at a
charter customer, it knows whether they've hit the activation
criterion that defines pilot success.

Workflows also let agents enforce hygiene without nagging humans. If
a deal sits in "qualified" for 14 days with no activity, the agent
flags it. The workflow definition is what makes "no activity" a
specific, computable thing.

In small businesses

For a small business, configurable workflows mean you don't need to
buy six different tools to run six different processes. One Tracker,
several workflows, same agents.

Where workflows show up across the business

• In Outbound sales motion: a
  Pipeline workflow with states new → contacted → qualified → meeting
  → opportunity → closed.

• In Cash flow stabilization:
  AR and AP collection workflows with states like priority → contacted
  → committed → paid.

• In First paying customers: an
  interview pipeline workflow with states scheduled → conducted →
  synthesized.

• In New product line: a Pilot workflow
  with states onboarding → activation → success-or-failure.