3 posts tagged with "triggers"

Trigger System Overhaul: Smarter Starts for Every Workflow​

How a workflow starts matters just as much as what it does. We've replaced the old start node with a dedicated trigger system that supports multiple trigger types, sensible defaults, and reliable execution — so your automations fire exactly when and how you expect.

What's New​

• Dedicated Trigger Node: The generic start node has been replaced with a purpose-built trigger node. Choose from App Events, Scheduled, or Webhook trigger types — each with its own configuration panel and validation.

• Default Status & Direction Preselection: Each trigger type now comes with sensible defaults pre-selected. App event triggers default to relevant statuses and directions, reducing setup time and configuration errors.

• Inbound Email Trigger: Email triggers now fire for all matched flows — not just the first match. If an inbound email matches criteria for three different workflows, all three run.

• New Chat Begins Trigger: Enabled for all channels. When a new chat conversation starts — whether from the widget, SMS, or any other channel — your workflow fires automatically.

• Disabled Trigger Safety: Disabled triggers and disabled global nodes no longer fire unexpectedly. When you disable something, it stays disabled — period. No more ghost triggers executing flows you thought were turned off.

• Auto-Save Node Config: Node configurations now save automatically when you switch between nodes. No more lost changes because you forgot to click "Apply."

Why This Matters​

Reliable Triggers: The overhauled trigger system gives you precise control over when workflows fire, with clear type distinctions and sensible defaults. No more ghost triggers or unexpected executions.

Multi-Flow Email Handling: Inbound email triggers firing for all matches means you can have separate workflows for support routing, lead nurturing, and notification — all triggered by the same email without conflicts.

Faster Setup: Default preselection means less manual configuration. Create a trigger, and it's already configured for the most common use case — just customize from there.

New Workflow Nodes: Conversation, Availability, Content Generation, and Sub-Agents​

The workflow builder just got a massive expansion. New nodes let your automations check calendars, generate content, search knowledge bases, and hand off between AI agents — all without leaving the builder.

What's New​

• Conversation Node: The Talking Node has been renamed and supercharged. The new Conversation Node supports a "stay on node if no route match" option that keeps the AI engaged instead of dropping off. Full text mode support means it works for chat, SMS, and email workflows — not just voice.

• Check Availability Node: Query your team's calendar availability directly within a workflow. Use it to offer open time slots, validate proposed meeting times, or route contacts differently based on whether your team is available right now.

• Generate Content Step: The Generate Content step uses AI to create personalized content on the fly within your workflow — follow-up emails, custom SMS messages, or summaries — using contact data and conversation context.

• Forward to Agent / Sub-Agent Node: Hand off conversations between AI agents mid-flow. Route a sales inquiry to your sales agent, then forward to your scheduling agent when it's time to book — each agent specializes in what it does best.

• Search Knowledge Base Step: Query your knowledge base from any workflow and use the results in subsequent steps. Output variables are fully exposed in the variable picker, so you can insert knowledge base answers into messages, conditions, or AI prompts.

• AI-Powered Call Forwarding: The call forward node now supports AI-picked destinations. Instead of static forwarding rules, your AI agent evaluates the conversation context and routes the call to the best available team member or department.

• SMS AI-Generated Responses: The SMS node now supports AI-generated message content. Define instructions instead of static text, and the AI crafts a contextual response for each contact based on their data and conversation history.

• Extract Dynamic Variable Step: Enhanced with more data types and detailed info in test mode. Extract structured data from unstructured text with greater precision and visibility into what the AI is pulling out.

Why This Matters​

Build Flows That Think: AI-generated content, knowledge base queries, and sub-agent handoffs mean your workflows can handle complex, contextual interactions that static automation can't touch.

Specialization Through Sub-Agents: Instead of building one massive agent that does everything, create specialized agents and let workflows route between them. Better responses, easier maintenance, and clearer analytics.

Schedule-Aware Automation: The Check Availability node eliminates the "sorry, that time is taken" back-and-forth. Your workflows only offer times that are actually open, reducing friction and no-shows.

Workflow Builder Enhancements: Smarter Search, Richer Triggers, Deeper Logic​

Building workflows just got faster and more powerful. We've redesigned the node search experience, added App Events triggers that connect to your GoHighLevel ecosystem, and introduced advanced data conditions that let your workflows make smarter decisions.

What's New​

• Simplified Node Search: Find any workflow node in seconds with the redesigned search panel. Type what you want to do—"send SMS", "book appointment", "check field"—and the right node surfaces instantly. Faster building means more time for strategy.

• App Events Trigger with GHL Integration: Trigger workflows from GoHighLevel events and actions. When a GHL contact is updated, a deal moves stages, or an appointment is booked, your Votel workflows fire automatically. True bi-directional automation between platforms.

• Advanced Data Conditions: New is set and is not set conditions let your workflows branch based on whether data exists—not just what it equals. Route contacts differently based on whether they have a phone number, email, company name, or any custom field populated.

• Talking Route Synonyms: Define synonym lists for your AI agent's talking routes. If a customer says "pricing," "cost," "how much," or "rate"—your agent handles them all identically. Broader coverage, fewer dead ends.

Why This Matters​

Build in Minutes, Not Hours: The new node search is like having autocomplete for automation. Describe your intent, grab the node, and keep building. Complex workflows come together faster than ever.

GHL + Votel = Unstoppable: App Events triggers turn Votel and GoHighLevel into a single, unified automation engine. Changes in one platform instantly drive actions in the other—no manual syncing, no missed updates.

Precision Routing: Data conditions give your workflows the intelligence to handle edge cases gracefully. Missing email? Skip the email step. No phone? Route to chat. Your automation adapts to the data it has.

Smarter AI Conversations: Synonym support means your AI agent understands natural language variations without custom training. Customers speak naturally, your agent responds accurately.