Workflow Builder

Automation your team can see.

Drag nodes onto a canvas and wire them together: triggers, branches, delays, texts, emails, AI steps and human tasks. If you can flowchart it, you can automate it.

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Workflow · Spring Service push
142 contacts enrolled
Trigger

Tag added

spring-svc

Delay

Wait 1 day

Send SMS

Service reminder

Template + variables

Condition

Replied?

AI Response

Activate agent

Sidekick · auto lane

Create Task

Call task

→ Power Dial queue

Tag-triggered

Add a tag. The workflow takes it from there.

Tag a contact manually, in bulk, or automatically at lead intake via campaign auto-tags. The workflow enrolls them instantly, and you can see exactly who's in each workflow and where they are in it.

  • AI-response nodes activate a specific custom agent for that contact
  • Org-level default cadences plus a shared team template library
  • A built-in AI assistant helps you construct workflows
Marcus Lee
Marcus Lee
2018 Accord · last visit 8 mo ago
spring-svc
Enrolled in "Spring Service push"
Step 1 of 6 · next touch tomorrow 9:15 AM
Lead distribution

Every lead lands with the right rep.

Inbound leads auto-assign round-robin or by weighted percentage across the team. The router knows who's off today, so leads skip absent reps instead of dying in their queue.

Lead distribution · round robin
Availability-aware · weighted split optional
Ava Tremblay
Ava
0 leads
Mike Torres
Mike
0 leads
Dan Kowalski
Dan
0 leads
Priya Sharma
Priya
0 leads

No lead ever drops: a rep on a day off doesn't get leads. The next available rep does.

Put your follow-up on rails.

A 30-minute walkthrough with our team. Bring your toughest lead source.

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