This guide provides a step-by-step walkthrough for creating a new workflow in the SalesAI application using our Drag & Drop functionality. 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. Optional: Start with a trigger. Click on "Add New Trigger" and drag "Contact Created" onto the workflow area. It is important to note, you must Drag and Drop the Trigger step into your builder.
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Enrolling Contacts: Optional: You can choose different options for enrolling contacts, such as manual addition, webhook, inbound phone call, or data import. If you wish to enroll contacts manually, skip the Trigger step.
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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. It is important to note, you must Drag and Drop these steps into your builder!
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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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