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://…"
  }
}

Tell us what should start your agent.