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Workflow Creation

Learn how to build and launch automated calling workflows by defining business hours, setting up call outcomes, and managing contact enrollment to optimize your processes.

Scroll through the steps below to navigate workflow creation. 

 

 

 
Not a visual learner? No worries! Walk through the step-by-step instructions below: 

Step 1: Start a New Workflow

  1. Navigate to SalesAi.
  2. Click Workflows on the left-hand side.
  3. Click Create Workflow in the top-right corner.

Step 2: Name & Set Business Hours

  1. Enter a clear workflow name (ex: Outbound Calling from Form Submission).
  2. (Optional) Toggle Business Hours if you only want it running during specific times.

Configure Business Hours

  1. Select:
    • Timezone
    • Days of the week
    • Hours of operation

Use:

  • Trash icon → remove hours
  • + Add Hours → add more time slots
  1. Click Create Workflow.

Workflows function like if/then logic—you’re building a decision tree. (Page 4 visual)

Step 3: Add AI Call Step

  1. Click AI Call to begin building your workflow.
  2. In the right-side panel:
    • Select the agent you want to use

Optional Settings

  1. Enable Double Call
    → Retries contacts who didn’t answer the first call
  2. Enable Voicemail
    → Leaves a message if no answer

If Voicemail is Enabled

  1. Click Write Voicemail Script
  2. Add your script
  • Use {} to insert dynamic fields (name, company, etc.)
  1. Click Save Changes

Step 4: Add Call Routing Logic

  1. Click Call Outcome Router

Configure Outcomes (If/Then Logic)

  1. Choose outcomes like:
  • No answer
  • Voicemail left
  • Call transferred
  • Do not call
  • Error
  1. Toggle ON the outcomes you want.

Each outcome creates a path in your workflow.

Step 5: Define Next Steps per Outcome

  1. For each outcome, choose what happens next:

Option A: Unenroll Contact

  • Remove from:
    • This workflow only
    • OR all workflows

Option B: Add Delay

  • Set wait time:
    • Days
    • Hours
    • Minutes

Step 6: Continue the Flow

  1. After a delay or outcome, add the next step:
  • Another AI Call
  • Inbound Call
  • Webhook
  • Or other actions

This is how you build multi-touch sequences.

Step 7: Finalize Workflow

  1. Click Review and Publish

Configure Final Settings

  1. Review:
  • Workflow name
  • Settings
  1. Set Max Call Concurrency
  • Recommended: 5 calls max

Optional Settings

  1. Enable Re-enrollment
  • Allows contacts to enter the workflow again
  1. Confirm Business Hours

Step 8: Publish

  1. Click Publish

Your workflow is now live.

Quick Mental Model (Important)

Think of your workflow like this:

Trigger → AI Call → Outcome → Decision → Next Step

Example:

  • Call → No answer → Wait 1 day → Call again
  • Call → Voicemail → End
  • Call → Transfer → Done

Best Practices (Based on Your Role)

Given your focus on webinars, resources, and engagement:

High-Impact Workflow Ideas

  • Webinar reminder sequences (call + follow-up)
  • No-show recovery workflows
  • Resource distribution after calls
  • Lead qualification + routing to sales
  • Community onboarding flows

Optimization Tips

Keep it simple first

  • 1–2 outcomes
  • 1 retry

Then layer complexity

  • Add delays
  • Add multi-step sequences
  • Add branching logic