Workflows
Orchestrate entire
outreach campaigns.
A single AI call is a tactic. A workflow is the system behind it. Build multi-touch, multi-channel sequences that route every lead through the right next move based on pickup, response, timing, and business rules.
Workflow map
A complete lead path, not an isolated call.
Every lead moves through a branching sequence of voice attempts, wait nodes, channel fallbacks, and calendar steps — with explicit outcomes recorded at every exit point.
Initial outreach, qualification, and routing into the next best step based on pickup, response, and business rules.
Short delay before retrying the contact.
Second dial attempt on the missed-contact branch.
Fallback reminder when voice attempts fail.
24-hour delayed sequence for the final reach-out.
Qualify, pitch, and determine booking intent.
Book into Google Calendar or Calendly.
Update workflow state and notify the team.
Hold the lead before a delayed retry.
Retry once the contact is likely reachable again.
Channel fallback before the workflow exits.
Funnel analytics layered over every workflow with pass-through updates into CRM and webhooks
Built-in analytics
Every node can become a measurable funnel stage.
Label stages across a workflow and watch penetration, drop-off, and conversion by step — including the exact channel that caused a lead to fall out.
Workflows in practice
Real sequences, not abstract capabilities.
Each card shows a concrete trigger, the exact node sequence, and the operational outcome — across four of the highest-volume use cases.
Admission enquiry to counsellor slot
A student submits an enquiry late at night. The workflow calls immediately, retries in the morning if needed, qualifies intent, and books directly into the counsellor calendar.
Policy renewal before lapse
Thirty days before renewal, the workflow starts. It reminds customers, sends links, escalates across channels, and flags manual follow-up only when the automated path is exhausted.
Inbound MQL to AE demo
A trial signup triggers a call within minutes. The AI qualifies team size, use case, and urgency, then books into the AE calendar. No-shows are routed into a reschedule motion.
Overdue payment recovery
Once an account goes overdue, the workflow reminds, captures promise-to-pay, escalates messaging on later days, and hands off only the accounts that truly need a collections agent.
Platform capabilities
Built to run at any scale.
The workflow engine is designed to enroll and process large lead volumes concurrently while keeping every branch tied back to business logic and integrations.
Conditional branching
Branch on no answer, switched off, connected, DND, busy, voicemail, CRM fields, lead score, prior engagement, or time-of-day logic.
Time and schedule nodes
Pause sequences for minutes, hours, or days, and restrict calling windows for compliance-safe execution across markets and teams.
API trigger and enrollment
Enroll leads through REST APIs from product events, CRM changes, form submissions, payment failures, or any business event.
App integrations
Connect WhatsApp, Gmail, Google Calendar, Calendly, HubSpot, Salesforce, Slack, and the rest of your stack so each node can act on live context.