AI Employee · Voice Workflows

Every call starts differently. Every workflow finishes the job.

Map your AI employee's exact call flow on a visual canvas: how it greets a lead, what it asks, when it checks your CRM, and where it hands off to a human. Change a branch in seconds, not a sprint.

No code required · Works across voice and email

AI Admissions Officer

Voice AI Workflow (Active)

Live

CALL TRANSCRIPT

02:14 / 05:00

1. Inquiry Received (Voice Call)

Completed

2. Intent & Budget Qualified

Completed

3. CRM Record Verification

Completed

4. Document Request (SMS Trigger)

In Progress

5. Follow-up Scheduled in Calendar

Pending

Same builder. A different workflow for every industry.

Start from a preset built for your sector, then customize every branch to match your company's operational playbook.

Education

AI Admissions Officer

Qualifies inquiries, checks intent, requests documents before handing off to an advisor.

InquiryQualifyHandoff
85% Satisfaction24/7 Support
Real Estate

AI Leasing Agent

Qualifies budget and timeline, books property tours, and sends SMS follow-ups automatically.

InboundBudgetBook Tour
91% Satisfaction24/7 Support
Healthcare

AI Patient Coordinator

Verifies insurance, confirms medical appointments, and handles routine triage securely.

VerifyScheduleHIPAA Lock
95% Satisfaction24/7 Support
E-commerce

AI Order Concierge

Checks order status, coordinates return labels, and resolves shipment issues seamlessly.

AuthTrackingRefund API
92% Satisfaction24/7 Support
Automotive

AI Service Advisor

Books service slots after verifying vehicle license plates and diagnostic codes.

VIN LookCalendarConfirm
90% Satisfaction24/7 Support
Finance & Legal

AI Intake Specialist

Checks eligibility, schedules consultations, and securely routes client documentation.

KYCScheduleVault Save
87% Satisfaction24/7 Support

Ready in three steps. No developer required.

Building high-converting voice workflows has never been simpler. Follow our straightforward visual path.

1Pick

Pick a starting point

Choose an industry preset like AI admissions officer, or start from a blank canvas.

Admissions officer
Sales assistant
Blank canvas
2Customize

Customize the flow

Add conditions, connect your CRM and calendar, set the handoff rules, tailor the voice.

Greeting
CRM checkHandoff
Book call
3Launch

Launch and monitor

Go live, then watch every lead move through the funnel from the same screen you built it on.

Calls live

128

One canvas. The whole conversation.

Every step your AI employee takes is a node you can see, edit, and reorder. Build resilient flows with logical certainty.

Drag-and-drop flow builder

Lay out the call like a flowchart: greeting, qualification, objection handling, booking. Drag a node in, rewire a branch, ship it instantly.

Live lead feed

Watch leads move through the funnel as calls happen: Inquiry Received, Intent Qualified, CRM Lookup, Documents Requested, Follow-up Scheduled.

CRM lookup and write-back

Pull a record mid-call to check eligibility or order status, then push the update back the moment the call ends.

Conditional branching

Set the rule, not the script. If budget qualified, route to booking. If not, route to nurture. The workflow decides in real time.

Human handoff

Send the call to a live rep the instant your condition is met, with the full transcript and CRM context attached.

Multi-channel continuation

Start the workflow on a phone call, continue it over WhatsApp or email without losing context. Resilient omnichannel coverage.

Drag-and-drop flow builder

Lay out the call like a flowchart: greeting, qualification, objection handling, booking. Drag a node in, rewire a branch, ship it instantly.

Live lead feed

Watch leads move through the funnel as calls happen: Inquiry Received, Intent Qualified, CRM Lookup, Documents Requested, Follow-up Scheduled.

CRM lookup and write-back

Pull a record mid-call to check eligibility or order status, then push the update back the moment the call ends.

Conditional branching

Set the rule, not the script. If budget qualified, route to booking. If not, route to nurture. The workflow decides in real time.

Human handoff

Send the call to a live rep the instant your condition is met, with the full transcript and CRM context attached.

Multi-channel continuation

Start the workflow on a phone call, continue it over WhatsApp or email without losing context. Resilient omnichannel coverage.

Your call flow. Your rules.

Start from an industry template or build from a blank canvas. Either way, you own every branch, every condition, and every handoff.

No code required · Launch in hours · Cancel anytime

Frequently asked questions