This guide provides a step-by-step walkthrough for creating a new workflow in the SalesAI application. Scroll through the steps below to get started:
Not a visual learner? No problem!
Here’s a straightforward, step-by-step guide in text form:
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Accessing SalesAi: Begin by navigating to the SalesAi application, then click on "Workflows" from the left-hand sidebar. From there, click on "Create Workflow" in the upper-right corner.
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Naming and Building Workflow: After naming the workflow, start building it under the "Builder" tab. Click on "Add New Trigger" and drag "Contact Created" onto the workflow area .
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Enrolling Contacts: You can choose different options for enrolling contacts, such as manual addition, webhook, inbound phone call, or data import .
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Adding Steps: Begin adding steps by clicking the "+" button. You'll select actions like "AI Call," "Send SMS," or "Drip," and configure settings like batch size and timeframes .
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Finalizing Workflow: After adding steps, review the "Settings" and "Goal" sections to define business hours and select your workflow goal(s), such as "Voice Call Answered" or "Meeting Booked" .
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Publishing: Once completed, decide whether to publish the workflow, save it as a draft, or delete it. Note that active workflows cannot be edited after activation.
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