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Workflows & Automation
20 minutes
Creating Custom Workflows
Build sophisticated automation without coding. Create workflows that trigger actions based on caller behavior, input, or attributes. Workflow Examples: Send pricing PDF after product inquiry, Escalate angry customers immediately, Collect insurance info for medical calls, Trigger email sequences for leads
Step-by-Step Instructions
1
Access Workflows > Create New
2
Choose trigger (call received, keyword detected, etc.)
3
Add conditions (if/then logic)
4
Define actions (send SMS, create task, transfer call)
5
Add delays and timing
6
Test workflow
7
Activate and monitor
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