An AI agent is only as good as the process behind it. The AI Agent Workflow Builder lets you design that process visually. Lay out greetings, qualifying questions, decision branches, and actions such as booking a meeting, tagging a contact, or transferring to a technician. Test the flow before it goes live and adjust any step without starting over. Because workflows connect directly to your CRM, every path ends with clean data and the right next step.
Drag and connect steps to define how agents greet, qualify, and respond.
Book appointments, update contacts, and transfer calls as part of the flow.
Route conversations based on answers, contact data, or business hours.
Make sure every caller gets the same accurate, on-brand handling.
Change a single step and test it without rebuilding the whole agent.
Capture the right fields at the right time in every conversation.
