Module 05 ยท Workflows

AI Follow-up Automation

CALLING NODES

Incoming Call
Missed Call
Call Completed
Transcription Ready
Summarize Call
Extract Requirements
Create Follow-Up Task
Request Call Permission
Schedule Callback
Notify Employee
Send WhatsApp Follow-Up
Transfer to Human

Incoming WhatsApp Message

trigger

AI Detects Sales Inquiry

ai

Collect Requirements

ai

Assign Sales Employee

action

Request Call Permission

action

Schedule Call

action

Employee Calls Customer

action

Generate Call Summary

ai

Update CRM

action

Schedule Follow-Up

action

Interactive demo with mock data โ€” no messages are sent and no calls are placed.