Product Feature

Automation & Workflows

Eliminate manual tasks with intelligent automation. Build custom workflows that trigger actions based on call outcomes, time, or any condition you define.

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AI agent workflow

Live

Conversation activeLatency 112ms

Voicenly agent

I have the customer context and the next best action ready.

Customer

Great. Complete the workflow and sync the outcome.

Intent

High

Outcome

Complete

Sync

Live

90%

Tasks Automated

Less manual work

5min

Setup Time

No coding required

24/7

Always Running

Never miss a beat

1000+

Trigger Options

Complete flexibility

Why it matters

Move from missed conversations to measurable outcomes.

The friction

Manual follow-ups, data entry, and task management waste hours every day. Things fall through the cracks, and teams can't scale without adding headcount.

The Voicenly way

Voicenly's workflow engine automates the repetitive work. Build if-then automations visually, connect to your tools, and let the system handle the rest while you focus on high-value work.

Capabilities

Everything needed to run the workflow.

Configure the conversation, connect your tools, and see exactly what happened after every call.

Visual Workflow Builder

Drag-and-drop interface makes building automations intuitive. No coding required—anyone can create sophisticated workflows in minutes.

Event-Based Triggers

Start workflows based on any event: call completed, specific phrase detected, sentiment change, time elapsed, or custom conditions.

Conditional Logic

Build smart workflows with if/else branching. Different outcomes trigger different actions based on call results, customer data, or any criteria.

Scheduled Actions

Schedule calls, follow-ups, and tasks for specific times. Create recurring workflows for regular outreach campaigns.

Multi-Channel Actions

Trigger actions across channels: send emails, SMS, Slack messages, create CRM tasks, update databases, or call webhooks.

Loop & Retry Logic

Build persistence into workflows. Retry failed calls, loop through contact lists, and ensure important tasks complete successfully.

How it works

Go live without the long implementation.

A clear path from configuration to live conversations and continuous improvement.

Choose Trigger

Select what event starts your workflow

Add Logic

Define conditions and branching as needed

Set Actions

Choose what happens when conditions are met

Activate

Turn on and watch automation work for you

What changes

More capacity. Better conversations.

Eliminate 90% of manual follow-up tasks

Ensure 100% follow-through on every lead

Scale operations without adding staff

Respond to events in real-time

Maintain consistency across all interactions

Connect all your tools automatically

Track workflow performance with analytics

A/B test different workflow approaches

Audit trail for every automated action

“We automated our entire lead qualification and follow-up process. What used to take 3 people full-time now runs automatically. The ROI was immediate.”

David Kim

Head of Growth, RapidScale

Questions

The details, made clear.

Not at all. Our visual builder uses drag-and-drop interface that anyone can use. For advanced users who want it, we also offer a code editor for custom logic and API calls.

Almost anything: call completion, specific words detected, sentiment changes, time-based schedules, CRM updates, form submissions, API calls, and more. You can also combine multiple triggers with AND/OR logic.

Yes, we integrate natively with 200+ tools including Salesforce, HubSpot, Slack, Zapier, and more. For custom systems, use our webhook and API actions to connect anything.

You control the error handling. Set up retry logic, fallback actions, or alert notifications. Failed steps are logged for review, and you can manually retry or skip as needed.

Absolutely. Use our test mode to run workflows with sample data, preview what would happen at each step, and debug any issues before going live.

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