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Workflows

Creating Workflows for Your Agent​

Workflows empower your AI Agent to perform automated actions based on specific events, triggers, or conditions, all without human intervention. They are the backbone of how your agent interacts dynamically with users, manages conversations, and executes connected tasks.

What Are Workflows?​

A Workflow is a visual automation builder that allows you to define what your agent should do when something happens. For example:

  • When a new lead message arrives → send a welcome response.
  • When a customer books an appointment → add the entry to Google Calendar.
  • When a conversation ends → send a follow-up email or message.

Each workflow is made up of Nodes that represent steps, actions, or decisions. You can connect these nodes to form a logical flow of actions.

Core Components of a Workflow​

  1. Trigger Node: The starting point of every workflow. It defines when the workflow should begin, for example, when a conversation starts, a new message is received, or a tag is applied to a contact.

  2. Action Node: This node performs a specific task when triggered. It could send a message, call an API, add a lead to CRM, or perform an integration action (like creating a contact in HubSpot or GoHighLevel).

  3. Condition Node: Adds logic to your workflow. The workflow can make decisions, for instance, "If the message contains the word 'appointment,' go to this path; otherwise, follow another."

  4. Wait Node: Allows your workflow to pause before performing the next action. Useful for follow-ups, scheduled reminders, or delaying responses to mimic natural conversation timing.

  5. End Node: Marks the conclusion of the workflow. Once reached, no further actions are taken until a new trigger occurs.

Why Workflows Matter​

Workflows transform your AI Agent from being a passive responder into a proactive problem-solver. They help your agent:

  • Automate repetitive processes
  • Maintain contextual, human-like interactions
  • Perform multi-step tasks (like capturing leads → sending confirmations → updating CRM)
  • Seamlessly connect communication with business operations

Creating a Workflow in Votel​

Inside your Agent settings, navigate to Workflows and click Create Workflow. You'll see a visual canvas where you can drag, drop, and connect nodes to define the logic. Once configured, click Save, and your agent will instantly start using it.