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Workflows

Automate multi-step processes with AI-powered conversations. Workflows guide members through complex tasks—from patient intake to lead qualification—without manual intervention.

What Workflows Do​

Workflows replace repetitive manual processes with intelligent, conversational automation:

  • Guide conversations through structured steps with branching logic
  • Collect data naturally through AI-powered dialogue
  • Route automatically based on member responses and attributes
  • Trigger actions like notifications, labels, or integrations at each step
  • Scale operations without adding staff

Key Features​

Intelligent Branching​

Route members based on their responses, data, or attributes using conditional logic. Fast-track VIP customers, exit unqualified leads early, or customize paths per segment.

Data Collection​

Attach data types to tasks and the AI collects information conversationally. Data is structured, searchable, and exportable—no form-filling friction.

Event-Driven Actions​

Trigger webhooks, apply labels, send notifications, or start other workflows when members enter or exit tasks.

Multi-Channel​

Workflows run identically across SMS, voice, web chat, and email—members engage on their preferred channel.

Version Control​

Publish workflow versions to create immutable snapshots of your configuration. Compare versions side-by-side, activate any published version for new conversations, and roll back instantly if something goes wrong. Every change is tracked with author attribution and timestamps.

Scheduling​

Start workflows automatically on a schedule. Daily check-ins, weekly surveys, or monthly renewals—all automated.

How It Works​

Member Starts    →    AI Guides Tasks    →    Data Collected    →    Actions Triggered
  (site/SMS/call)      (conversational)       (structured)          (webhooks/labels)

A workflow consists of tasks—individual conversation goals that flow into each other:

ComponentDescription
WorkflowThe overall process (e.g., "Patient Onboarding")
TasksIndividual steps with AI instructions and goals
AssignmentsA member's progress through the workflow
BranchesConditional paths based on responses or data

Tasks can branch based on member responses, collected data, or attributes—enabling sophisticated routing without code.

Common Use Cases​

Use CaseWhat It Automates
Patient IntakeCollect medical history, verify eligibility, schedule appointments
Lead QualificationScore prospects, route to sales, capture contact info
Support TriageClassify issues, attempt resolution, escalate appropriately
OnboardingWelcome new members, collect preferences, guide setup
Surveys & FeedbackScheduled check-ins, NPS collection, satisfaction tracking

Example: Patient Screening​

A clinical trial screening workflow might flow like this:

Consent → Verify Conditions → Verify Medications → Match to Site → Confirmed
              ↓                    ↓
          Unqualified          Unqualified

The AI handles each step conversationally:

  • Collects medical history naturally
  • Routes qualified patients to site matching
  • Exits gracefully for unqualified candidates
  • Captures structured data throughout

What previously required 15-minute phone calls now happens in 3-5 minutes via text.

Pricing & Limits​

Feature availability and limits are determined by your subscription plan. See the pricing page for details.

  • Agents - Configure the AI that powers your workflows
  • Data Types - Define what data to collect
  • Event Rules - Automate actions on workflow events
  • Routines - Trigger workflows on a schedule