Workflows
Start from anything. Finish the job.
Your systems start the agent. It talks, acts, and reports back.
1 · Triggers
Anything can start it.
Each trigger brings its context, so the agent opens already knowing.
A webhookFrom your CRM, form or backend
A campaign listWorked inside calling hours
A scheduleReminders, follow-ups, check-ins
An inbound callKnows returning callers
A WhatsApp messageSame agent, in the chat
Pressing RunIn the console, or via the API
2 · The conversation
Describe it, or draw it.
Write the job in plain words, or lay out the flow.
StartAgent stepsBranchesWebhooksTransferEndQuality check
Call flow · Lead qualification
New lead→
Start · look up in CRM
→ Agent · qualify→ Agent · book demo
→ Webhook · update deal→ Transfer if hot
→ Quality check
3 · Actions
It does the work while it talks.
Book and rescheduleGoogle Calendar, Calendly or Cal.com
WhatsAppConfirmations and reminders, now or later
SMSFrom your own Twilio sender
EmailFrom Gmail, Outlook or Resend
Update the CRMHubSpot, Salesforce, Attio or Close
Open a ticketIn Freshdesk or Intercom
Tell the teamOn Slack or Microsoft Teams
Schedule the callback"Call me after six" — it does
Call your APIAny endpoint you have
Recipes
Complete runs. No code.
Speed to lead
Website form→ Call in minutes→ Qualify→ Book demo→ Confirm on WhatsApp→ Update HubSpot
No-show prevention
Every evening→ Call tomorrow's bookings→ Confirm or move→ WhatsApp the new time
Outbound campaign
Campaign list→ Call→ Record interest→ Email the details→ Callback when asked
Never miss a call
Inbound call→ Answer from knowledge→ Transfer if needed→ Freshdesk ticket→ SMS summary
WhatsApp to booking
WhatsApp message→ Recognise them→ Book on Cal.com→ Post to Slack
4 · Results
Every run reports back.
- Signed webhooks — transcript, outcome, actions
- An outcome per call — interested, callback, voicemail
- Dashboards — the diary, the pipeline
call.completed · what your system receives
{
"event": "call.completed",
"data": {
"disposition": "interested",
"summary": "Wants the team plan…",
"variables": { "budget": "4000" },
"tool_calls": [
{ "tool": "book_appointment", "ok": true }
],
"quality_score": 86,
"recording_url": "https://…"
}
}