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Workflow Personalization: Smart Automation That Feels Human

Workflow Personalization: Smart Automation That Feels Human​

Generic outreach is dead. We've added powerful personalization across your entire workflow builder—from dynamic AI questions to personalized emails that automatically insert contact details. Your automation can now feel as personal as a 1-on-1 conversation.

What's New​

  • Contact Variables Everywhere: Use {{first_name}}, {{email}}, {{company}}, or any custom field directly in your workflows. Personalize every touchpoint without lifting a finger.

  • Dynamic Ask & Save Questions: Your AI agent can now ask "Hi {{first_name}}, are you still interested in {{product}}?" instead of generic questions. Works in voice and chat.

  • Personalized Email Automation: The Email Node now supports variables. Write one template, automatically personalize it for every contact: "Hi {{first_name}}, following up on our call about {{topic}}."

  • Smart Calendar Auto-Retry: Booking failed? The Smart Calendar Node now automatically retries with alternative time slots instead of giving up after one attempt.

  • MMS Image Support: Send product images, flyers, or screenshots directly in SMS workflows. Upload once, send to thousands.

  • Gmail Workflow Triggers: Forward emails to your Votel inbox to automatically trigger workflows. Perfect for support tickets, lead notifications, or custom automations.

Why This Matters​

Personalization at Scale: Send 1,000 messages that feel like 1,000 individual conversations. Variables let you automate without sounding robotic.

Higher Response Rates: Personalized messages get 26% higher response rates. Now every email, SMS, and AI question is tailored to the recipient.

Smarter Follow-Ups: Auto-retry on calendar bookings means fewer missed appointments. Image support in SMS means richer, more engaging conversations.

Set It and Forget It: Build your workflow once with variables, then let it run. Whether you have 10 contacts or 10,000, the system handles personalization automatically.

New: Workflow Builder for Agents

Workflow Builder for Agents​

An agent that can talk is one thing, but an agent that can take action is another. Launching alongside the Agent System is the new Workflow Builder, allowing you to connect your AI to automated, multi-step actions.

What's New​

  • Multi-Step Workflows: Automate follow-ups, decisions, and internal actions
  • Conditional Branching: Create dynamic flows that adapt to user responses (e.g., "If intent is 'sales_qualified', create a deal in the pipeline")
  • Execution Preview: Review workflow steps and data inputs for accuracy

Why This Matters​

Full Automation: Your agent can now do more than just talk—it can qualify leads, update the CRM, and send follow-ups.

Smarter Agents: Create complex logic that guides the agent's behavior based on real-time conversation data.