Workflows

Decide what happens after every call

A workflow starts when something happens: a new contact, a call ending, a call missed, a customer replying. Then its steps run on their own. Send a message, wait, ring again, update your CRM, or take a different path by outcome.

On every plan
  • A call ends
  • Wait, then message
  • Test run first
AI agentYour teamAn example, not a real customer
Without it

Follow-up depends on someone remembering

A good call, then silence

The customer asked for a brochure. Nobody sent it.

A missed call stays missed

Somebody should ring back. On a busy day nobody does.

A new lead waits

A form comes in at night and sits until someone looks at the list.

How it works

Building one

  1. Pick a start

    Start from a template, or choose a trigger such as Call ends, Call missed, New lead, Lead scored or WhatsApp reply.

  2. Join the steps

    Send, wait, branch, call, update. A step joined to several steps runs all of them.

  3. Rehearse

    Test workflow is a rehearsal: nothing is sent, nobody is called and no contact is changed.

  4. Switch it on

    Only an active workflow runs, from the moment you switch it on. It does not act on what came before.

In the product

A workflow on the canvas

One trigger and the steps joined after it. The issues count lists what is missing before it can switch on.

  • Your edits are not live until you press Save.
  • A run fails when any step did not do its job, and the row says so.
  • A disabled step is skipped, and a disabled condition takes its Yes path.
Workflow: after a callActive
Call endsTrigger
Interested?Condition
Yes: WhatsAppApproved template
WaitOne day
No: WaitThree days
Call contactA real, billed call

Test workflow is a rehearsal. Nothing is sent and nobody is called.

Sample data, drawn for this page. Not a real customer or a real result.
What you control

What you can do

Triggers

Calls, leads, bookings, promises to pay, hand-overs, identity checks, lead scores, QA flags and replies.

Branches and waits

Take a path by outcome. A Wait pauses only the steps after it.

Sends during a call

An agent offers what the trigger names, the caller agrees, and the workflow sends it.

Quiet hours

Messages to customers wait out 9 pm to 9 am, unless you turn that off on the Compliance page.

Run history

See which step failed and why, with waiting time shown apart from running time.

Who uses it

Who it helps

Sales managers

Every warm call followed up the same way, without chasing anyone.

Collections teams

Reminders and retries tied to what was promised.

Operations

A record of what ran, what failed and why.

Plans and charges

Which plan has it, and what it costs

PlanStarter₹999 a monthGrowth₹2,999 a monthProfessional₹7,999 a monthEnterprise₹28,000 a month
Workflows, up to your plan's countIncludedIncludedIncludedIncluded
WhatsApp stepsNot includedIncludedIncludedIncluded
SMS stepsNot includedIncludedIncludedIncluded
Email stepsNot includedNot includedIncludedIncluded
Calendar stepsNot includedNot includedNot includedIncluded
CRM stepsNot includedIncludedIncludedIncluded

What it costs

  • A workflow run has no price of its own.
  • ₹3.5 to ₹8.5 a minute, by plan. A Call contact step places a real call, billed by the minute like any call, from this rate by voice.
  • Messages go out on your own connected account, so your provider bills you for them.

Free trial: Included, with up to 3 workflows.

See every plan and rate

Watch out for this

A Call contact step places a real, billed call to a real person, and a send step messages real customers. Deleting a workflow drops every run part-way through a wait, so those follow-ups never go out.

What stays your job

Approved WhatsApp templates and the consent to message someone stay with you. Plain WhatsApp text does not reach a customer who has not written to you in the last 24 hours.

FAQ

Workflows: questions

Does a workflow act on old calls?
No. It runs from the moment you switch it on, and does not act on contacts or calls from before.
What happens if a channel is disconnected?
The workflow stays on, but those messages are not delivered until you reconnect the channel or pick another.
Can I test without messaging anyone?
Yes. Test workflow and Test from here send nothing, call nobody and change no contact.
What if I move to a smaller plan?
Workflows are on every plan, up to a count. If a plan stops including workflows or a channel, they are paused or stop sending. Nothing is deleted.
Start today

Stop relying on someone remembering.

Start from a template and rehearse it before it goes live.

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