The canvas
A new workflow opens with a Start node. Click + on a node (Add the next step here) to add the step that follows it. Click any node to open its settings on the right, where you can also Delete node.What Save checks
Save refuses a workflow that cannot run, and says which node to fix:- There is exactly one Start node.
- At least one path leads from Start to an End.
- Every connection points at a node that still exists.
- Each node’s own settings are complete, e.g. a Send Call has an agent and an API Call has a valid URL.
Steps
Send Call
Calls the contact with a voice agent and waits for the call to end.
The run shows Awaiting call until the call, and every retry it needed, has finished. Steps after it can then branch on the outcome (connected, voicemail, hangup reason, duration, conversion status) and read the agent’s post-call variables. If the call cannot be placed at all, the run moves straight on to the next step, and the error is shown in the run’s timeline.
Send WhatsApp Template
Sends an approved template. Choose the Provider and the Sending number, then the template. Bind each{{placeholder}} in it to a value, such as the contact’s name from the CRM. A Preview shows the message as it will be sent.
A sending number is required. A workflow may message someone before any call has happened, so there is no number to infer.
Send WhatsApp Message
Sends free text. Type the Message and use{{variable}} placeholders anywhere in it, each bound to a value. Free text works with the WhatsApp and Heltar providers, and needs an open conversation window with the contact. To reach someone cold, use a template.
Wait
Pauses the run for a set number of minutes (15 by default, at least 1), then continues.Conditions
Sends the contact down one of several paths. Add Branch Rules, each with its own exit. The first rule that matches decides where the contact goes, and Otherwise catches everyone who matched none. See Conditions and values.API Call — Basic
Calls your API.
The response (
ok, status and body) is available to later steps as a Function Response, so a Conditions step can branch on what your API said.
API Call — Advanced
Runs your own JavaScript function in a secure sandbox. The function receives one argument,context, with everything the run knows:
axios, moment, lodash (_), sendEmail and your secrets (x_secrets) are available. There is no file system or require. A run of the function is limited to 30 seconds.
What it returns is available to later steps as a Function Response. Changes it makes to context.post_call are kept for the rest of the run.