Visual Workflow Builder

Voice Call (outbound/inbound), WhatsApp Template Message, WhatsApp Bot Conversation, SMS, Condition (if/else), Delay (time-based wait), CRM Update, Webhook (external API), Set Variable, and End steps. We regularly add more step types.

Yes, use Condition steps to branch based on call outcomes, customer responses, data fields, or any variable. For example: If call outcome = 'interested' → send WhatsApp brochure, else → schedule follow-up call in 3 days.

Delay steps pause the workflow for a specified duration - hours, days, or until a specific time. Common uses: Send reminder 24 hours before appointment, follow up 3 days after initial call, call during business hours only.

Yes, all data is passed through the workflow as variables. Customer name from CRM, outcome from voice call, response from webhook - all accessible in subsequent steps using {{variable}} syntax.

Configure retry behavior per step (e.g., retry 3 times with 5-minute intervals). Set fallback actions if all retries fail. Get notifications for failed workflows. All failures are logged for debugging.

Yes, use our preview mode to walk through the workflow with test data. See exactly which steps would execute and what the outcomes would be. Deploy only when you're confident it works.

The dashboard shows all active workflow executions - which step they're on, any failures, and completion status. Drill down into any execution to see detailed logs and step-by-step progression.

Yes, but carefully. Edits apply to new executions. In-progress executions continue with the previous version. You can choose to migrate in-progress workflows to the new version or let them complete.