OmniWorkflows

Build visual automations that connect triggers to actions like Voice AI calls, CRM updates, and messaging.

OmniWorkflows is a visual, drag-and-drop automation builder. You connect a trigger (something that starts the flow) to a sequence of steps (calls, messages, CRM updates, and logic), so work happens automatically without writing code.

What you can automate

Call every new lead within two minutes of sign-up.
Retry calls that were busy or went unanswered.
Alert your sales team on Slack and email when a call finds a hot lead.
Call a customer back at the exact time they asked for.
Score leads with AI and send each group to the right campaign.
Keep your CRM updated after every call.

Where to find it

In the dashboard sidebar under Voice AI Setup, open Workflow.

The Workflows page

Workflow in the sidebar opens this page.
New Workflow starts a workflow from a blank canvas or a template.
Execution Logs shows every run of every workflow.
Summary cards count published and unpublished workflows and total runs. Click a card to filter the list.
Search by workflow name or ID.
New folder groups related workflows.

Words you will see

Term	Meaning
Trigger	The event that starts a workflow, such as a new lead or an incoming WhatsApp message. Each workflow has exactly one.
Node (step)	A box on the canvas that does one thing: place a call, send an email, check a condition.
Connection	The dotted line between two nodes. It sets the order nodes run in.
Branch	A labeled exit on a node, such as TRUE and FALSE or COMPLETED and REJECTED. Each one can lead somewhere different.
Draft	The version you are editing. Saving a draft does not change what is live.
Published	The live version. Real events always run the published version.
Execution (run)	One pass through the workflow. A run is either a Test you started or a Production run started by a real event.
Variables	Information from earlier nodes, such as a lead's name or a call's outcome, that later nodes can use.