A workflow is not a bigger batch call. It is a route map with memory.
Build Your First Workflow
Create the workflow
On the Workflows tab, click create, name the workflow, and open the builder canvas.
Add a Voice Call node
Pick a phone number that has an outbound agent version attached. This node places the call when a lead reaches it. See Call Nodes.
Branch on the outcome
Connect the call node’s outcome edges: route
completed toward a Conditional node (for example, interest captured by post-call analysis), and did_not_pick toward a Time node that waits before retrying.End every path
Terminate each branch in a Converted or Dropped node so no lead is left in limbo. Optionally add an Application node (WhatsApp or email follow-up) before the terminal.
Add leads and activate
Upload or add leads, activate the workflow, then watch the first few leads move in Lead History.
Workflow Objects
These objects explain how workflow execution works. The builder concepts page covers the canvas and data model in depth.| Object | Meaning |
|---|---|
| Workflow | Container with title, description, organization, and status. |
| Node | A step in the automation such as voice call, condition, time, application, converted, or dropped. |
| Edge | Connection from one node to another, often labeled by outcome. |
| Lead | Person or phone number moving through the workflow with variables and call attributes. |
| Execution | Current state of one lead in one workflow. |
| Lead history | Ordered transitions showing where the lead went and why. |
Workflow Node Families
The builder uses these node types as building blocks.Voice Call
Calls a lead through an active phone number with outbound agent configured.
Conditional
Routes based on fields, operators, values, and AND or OR logic.
Time
Waits for minutes, hours, or days before moving forward.
Application
Runs an external action such as WhatsApp or email through connected integrations.
Converted
Marks a lead as successfully completed.
Dropped
Marks a lead as no longer continuing.
Lead Readiness For Voice Call Workflows
When a workflow includes Voice Call nodes, uploaded leads are checked before enrollment. The lead phone number must be valid and must be reachable through at least one active Voice Call phone number in that workflow. For non-SIP routes, the destination country and network-group prefix must be enabled in Workspace Settings > Telephony Config. If the file contains unsupported numbers, DialNexa groups the failed rows by validation reason so users can fix the upload and retry.Read A Workflow Like An Operator
Start with workflow status
Draft, active, paused, completed, and cancelled mean different launch states.
Workflow List Actions
The workflow list includes row actions for routine lifecycle work.| Action | Use it when |
|---|---|
| Rename | Change the workflow title without rebuilding nodes or leads. The Rename Workflow modal saves the new title. |
| Duplicate | Start a similar workflow from an existing structure. |
| Delete | Remove a workflow after confirming it is no longer needed. |
| Open builder or view | Inspect nodes, lead history, and execution behavior. |
Related Reading
Workflow Statuses
Understand lifecycle states.
Lead History
Debug one lead path.
Workflow Vs Batch Call
Choose the right automation shape.