Workflows
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      2. Workflows

      SMS Workflow

      This guide provides a step-by-step approach to building SMS workflows using Twilio and SalesAi, with 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:

      • Preparation:

        • Ensure that your brand and campaign registration are approved and verified within Twilio before starting.

        • Navigate to SalesAi and click on Workflows.

        • Create a new workflow by selecting Create Workflow in the upper-right corner.

      • Building the Workflow:

        • Name your workflow and ensure you're in the Builder section.

        • Triggers: You can skip triggers if you prefer to manually add contacts. If you choose a trigger, the guide walks you through options like using Webhook, Inbound Phone Call, or Data Import. Drag and drop your selection into the builder. 

        • Add your desired actions (e.g., Send SMS, AI Call, Drip) by dragging them into your workflow.

      • Configuring the SMS Steps:

        • Once you drag SMS into the builder, configure your message by choosing the pre-registered campaign and phone number.

        • Optionally, add custom properties (like {first_name} or {phone_number}) to personalize your messages.

        • Delay: Set delays between SMS steps to avoid overwhelming contacts. Recommended delays start at 1 day, with longer delays added in subsequent steps.

      • Additional Settings:

        • Choose whether to apply Business Hours and adjust settings to control when your workflow runs.

        • Select the Goal for your workflow (e.g., Meeting Booked or Message Response), and define the outcomes that will trigger when a contact is removed from the workflow.

      • Final Steps:

        • If needed, save your progress as a draft.

        • Once ready to activate the workflow, click Publish to go live. Keep in mind that active workflows cannot be edited after activation.

       

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