Build your own voice agent workflows, no code

Make your own when-this-happens, do-this workflows: a customer texts a word, something happens in your app, a booking is coming up, or a time of day. Reply, text, tell your team or email.

The dashboard has a workflow builder (Settings, AI controls, Workflows). A workflow is "when this happens, do this", made by clicking, with no files and no code.

1. Choose when

  • SMS Person: a customer texts a word, for example "menu" or "specials". Your words win over the ready-made ones.
  • App Event: something happens in your app, such as an order is ready or a payment fails.
  • Booking: a booking is coming up, from 15 minutes to 2 days before, using your calendar.
  • Daily: every day at a time you choose.

2. Choose what to do

Up to five steps: reply to their text, text the customer, tell your team in Slack or Teams, or send an email. Write the message, add details like your hours or the customer's name with one tap, or reuse a line from your library. Preview shows the message with sample details and sends nothing.

3. Save it

It runs through the same safety checks as the ready-made workflows: consent, STOP, quiet hours, limits and the approval step you choose. Ideas to start from: send your menu when someone texts "menu", thank customers after a visit, remind customers the day before a booking, send yourself a daily summary of what the agent handled.

Test it first · The dashboard · Voice agent for small business