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Workflow Builder

Design complex call flows with our drag-and-drop workflow builder. Create personalized customer experiences without coding.

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Getting Started

The workflow builder lets you:
  • Design call flows visually
  • Add decision points
  • Handle different scenarios
  • Connect to external systems

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Visual Interface

Workflow Builder Interface

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Basic Components

Triggers

Start your workflow:
  • Incoming call
  • Scheduled time
  • API webhook
  • Custom event

Actions

Things to do:
  • Play message
  • Collect input
  • Make decision
  • Transfer call

Conditions

Control the flow:
  • If/else logic
  • Switch cases
  • Time checks
  • Data validation

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Building Blocks

Available Voice Actions:
- Speak Text
- Play Audio
- Get Input
- Record Message
- Voice Recognition

Flow Control:
- If/Else
- Switch
- Loop
- Wait
- Goto

External Systems:
- API Calls
- Database Query
- CRM Update
- Webhook

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Creating Workflows

1

Start New Workflow

Begin with a trigger:
Trigger Types:
- Inbound Call
- Outbound Campaign
- Schedule
- API Event
2

Add Steps

Drag and drop components:
  • Voice interactions
  • Decision points
  • Actions
  • Integrations
3

Configure Logic

Set up conditions:
if (userInput === "sales") {
  route.to("sales-department")
} else if (timeOfDay > "17:00") {
  playMessage("after-hours")
}
4

Test and Deploy

  • Preview flow
  • Test scenarios
  • Debug issues
  • Go live

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Advanced Features

Variables & Context

Store and use data:
- User inputs
- Call details
- System variables
- Custom data

Error Handling

Handle exceptions:
- Timeout handling
- Fallback options
- Retry logic
- Error messages

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Templates

Customer Service

Pre-built flows for:
  • Support routing
  • FAQ handling
  • Issue escalation
  • Feedback collection

Appointment Management

Ready-to-use flows:
  • Booking
  • Rescheduling
  • Cancellation
  • Reminders

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Testing & Debugging

Simulate your workflow:
  • Test different paths
  • Try various inputs
  • Check conditions
  • Verify integrations
Troubleshooting features:
  • Flow visualization
  • Variable inspector
  • Execution logs
  • Breakpoints

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Best Practices

Design

  • Keep it simple
  • Use clear names
  • Add comments
  • Document logic

Testing

  • Test all paths
  • Verify conditions
  • Check timeouts
  • Validate inputs

Maintenance

  • Regular reviews
  • Update flows
  • Monitor usage
  • Optimize paths

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Example Workflows

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Integration Examples