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Monitor Smart Flow executions

After you publish a Smart Flow, monitoring confirms it runs reliably. SWS Agent gives you four surfaces: Run history on the recipe, Execution Viewer, Trigger Events debugging, and System Ops for platform health.

Video

Video coming soon for this topic

Who can do this

Admin and automation owners. Members typically see only outcomes on contact timelines, not execution internals.

Before you begin

  • At least one saved workflow (Draft or Live)
  • A contact ID for trigger debugging (copy from contact URL: /contact/:contactId)
  • For failed runs: note approximate time and contact affected

What you'll accomplish

  • Confirm successful runs and identify failed steps
  • Diagnose why a trigger did not match a flow
  • Review DLQ/retry trends before they affect many contacts

Run history and Trace (recipe panel)

Path: /smart-flows/recipe/:workflowId → right panel

Run history tab

  • Heading: Recent runs
  • Each row: timestamp, status, contact reference
  • Failed rows show Error: message or Run failed — open Trace for step details.
  • Empty: No automation runs yetOnce this automation starts running, you'll see its history here.

Trace tab

  1. Select a run from the Run dropdown.
  2. Review Execution outcome: SUCCESS, PARTIAL, SKIPPED, or FAILED.
  3. Expand Step status sections:
    • Trigger & completion
    • Filters (if conditions blocked enrollment)
    • Domain actions (each action step)

Skip reasons you may see:

  • Filters blocked this action
  • Action skipped

Verify: A successful production run shows SUCCESS with green step statuses.


Execution Viewer (snapshot inspection)

Path: /smart-flows/executions/:workflowId

Open from dashboard Stats icon, recipe More actions → Execution history, or Advanced Builder Executions button.

Left panel — execution list

  • Sort by Started At, Status, or Duration (Desc / Asc)
  • Each row: status badge, execution ID, timestamp, mode: live
  • Dead Letter Queue badge on failed retries
  • Pagination: Prev / Next

Main canvas

  • Execution Snapshot - Read Only
  • Node graph shows what ran at each step (read-only—edit the flow in Recipe/Builder to fix issues)

Re-drive from DLQ

If banner shows Dead Letter Queue:

  1. Review failure reason on the snapshot.
  2. Fix the flow or integration.
  3. Select Re-drive Execution (shows Re-driving... while processing).
note

Save the workflow before opening Executions from Advanced Builder—unsaved changes prompt: Please save the workflow first before viewing executions.


Trigger Events (why did this not fire?)

Path: /smart-flows/trigger-events

Subtitle: Inspect workflow trigger lifecycle for a contact (last 100 traces, 24h retention)

Contact traces

  1. Enter Contact ID (placeholder: e.g. 550e8400-e29b-41d4-a716-446655440000).
  2. Select View traces (shows Loading…).
  3. Review lifecycle stages in order:
Stage labelMeaning
Trigger receivedEvent entered the system
Contact events receivedCRM event processed
Enqueued to queueQueued for worker
Evaluating triggersMatching flows
Workflow matchedA flow matched
Workflow filters did not matchFlow matched trigger but conditions failed
Workflow started / Workflow completedRun lifecycle
Workflow failedRun error
No workflow matchNo flow had this trigger

Empty states:

  • Enter a contact ID and click View traces.
  • No traces found for this contact. Traces are kept for 24 hours.

Workflow match diagnosis

When a flow should have run but did not:

  1. Enter Workflow ID (UUID from recipe Info tab → Automation ID).
  2. Confirm Workspace selection.
  3. Optionally reuse Contact ID above.
  4. Select Diagnose.
  5. Read Filter details (field → expected vs actual).
  6. Result: ✓ Would match or ✗ Would not match.

Verify: After fixing conditions, diagnosis shows ✓ Would match for the same contact.


System Ops (workspace health)

Path: /smart-flows/system

Open from dashboard card System Ops.

Page title: System Operations
Subtitle: Read-only provider health and workflow execution insight

Select Refresh to update metrics.

Metric cards

MetricUse
Total ExecutionsVolume
Success RateOverall health
DLQ RateFailures sent to dead letter queue
Retry RateAutomatic retries
Avg DurationPerformance
DLQ CountItems needing attention

Sections

  • Provider HealthCircuit Open vs Healthy; failure rate, cooldown
  • Retry Trends (Last 14 Days)
  • Per-Action Success Rate — table: Action Type, Total, Success, Success Rate

Use System Ops weekly; spike in DLQ Rate after an integration change often means expired credentials.


Verify your work

CheckExpected result
Test contact runSUCCESS in Trace
Production contactRun appears in Run history within minutes of trigger
Trigger debugLifecycle reaches Workflow started
After fixPer-Action Success Rate improves on next Refresh

Tips

tip

Copy Automation ID from recipe Info tab before opening support tickets—it speeds diagnosis.

tip

Traces expire after 24 hours—debug trigger issues the same day they are reported.

tip

If Filters blocked this action appears often, simplify conditions or document expected field values for reps.


Troubleshooting

SymptomLikely causeAction
No runs in historyFlow still Draft or trigger never occurredToggle Live; fire test trigger
No workflow matchWrong trigger type or inactive flowCompare trigger catalog vs flow config
Workflow filters did not matchCondition field empty on contactFix data or relax filter
High DLQ RateExternal API failures (email, WA)System Ops → Provider Health; reconnect integration
Legacy execution schema warningOld run formatRe-run on current flow version; partial snapshot is normal

See also