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Platform · Visual Workflow Builder

Draw the call.
Ship the bot.

Drag-and-drop the journey: greeting → questions → branches → bookings → handoff. No code. No engineers. The workflow runs live the moment you save.

See the builder Browse templates
Trusted by: Drag-and-dropLive testing40+ templates
Visual workflow canvas
The problem

Most SMB phone trees are stuck in 2008.

Press-1 menus lose 40% of callers in the first 10 seconds. And changing them means calling your phone vendor and waiting a week.

Pain 01

Rigid IVRs

Voicebot vendors give you 8 buttons and a script. Your business doesn't fit in 8 buttons.

Pain 02

Engineering bottleneck

Every "small change" — a new question, a new branch — becomes a ticket. Two weeks later it ships.

Pain 03

No way to see what breaks

When 20% of callers drop off at step 3, you find out from your missed-call log a month later.

The canvas

If you've used Miro, you've used this.

Drop a node, connect it to another. Each node is a step: ask a question, look up a record, book a slot, call an integration, hand off to a human. Test it inline. Ship without leaving the screen.

  • Inline test-call panel — phone the workflow without deploying
  • Conditional branches: routing by intent, time-of-day, customer tier
  • Real-time call funnel: see drop-off at each step, live
  • Version history + 1-click rollback
Workflow nodes
Templates

Start from a template, not a blank canvas.

40+ workflows tuned for appointment-heavy and phone-intensive businesses. Most teams customise one in an hour.

📞

Missed call recovery

Call ends without booking → AI calls back in 60 seconds with a slot.

📅

Appointment reminders

Day-before confirm; if "reschedule" → live agent picks up.

🎯

Lead qualification

BANT-style triage. Hot leads route straight to sales.

🆘

After-hours emergency

Detect urgency keywords → priority-route to on-call.

💬

Customer survey

Post-service NPS, escalation on detractors.

🔄

Reactivation

Reach out to lapsed customers with a personalised offer.

How it works

Build a workflow in three steps.

From blank canvas to live call in under an hour.

1

Pick or start blank

Choose a template tuned to your industry, or drop your first node on an empty canvas.

2

Draw the flow

Connect nodes: ask, branch, look up, book, hand off. Each node is a setting, not a script.

3

Test live

Phone the workflow from the builder. Hear every change in 10 seconds.

4

Deploy + watch

Toggle "Live" — calls start routing through. Watch the funnel update in real time.

Customer story
"I rebuilt our appointment flow on a Sunday morning. By Monday we'd booked 14 jobs that would've gone to voicemail. It's the first time I've felt in control of our phone."
PS
Priya Shah
Practice Manager · Eastside Dental, Brisbane
Priya Shah
Questions

Workflow Builder · FAQ

Do I need to know how to code?
No. The whole builder is drag-and-drop. The most code you'll see is when you click 'view JSON' out of curiosity.
Can I integrate my CRM in a workflow?
Yes — HubSpot, Salesforce, Pipedrive, Zoho work out of the box. Look up records, write back outcomes, trigger follow-ups. Anything beyond that, we can custom-build.
What happens if a workflow fails mid-call?
It hands off to a Redial agent with the full transcript. The caller never hits dead air. We also flag the failure in your dashboard so you can fix it.
How do I test before going live?
The builder has a test-call panel. Phone the workflow with any number, hear the agent, hang up, tweak, repeat. Nothing routes to real customers until you flip 'Live'.
Can two workflows run at once?
Yes. Route by phone number, time of day, customer attribute, or A/B split. Common pattern: one for HVAC daytime, another for after-hours emergencies.
Still have questions?
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Ready when you are

Stop waiting on
your phone vendor.

Build your first workflow free. Most teams have something live before lunch.

Try it free See a guided demo