7 docs tagged with "workflows"

Create an automated appointment reminder workflow that contacts members via SMS and handles rescheduling requests.

Capture feedback during a Chat and review it from a Workflow.

Publish Bundles, share them within an organization, and follow updates.

Build a clinical screening workflow that administers the PHQ-9 depression questionnaire, scores responses, and routes to appropriate care based on severity.

Call and text a list, screen against your own criteria automatically, and route only the conversations that need judgement to a person.

Write CEL across Workflows, Journeys, Event Rules, Actions, Forms, and other expression contexts.

Build an AI-powered phone receptionist that answers calls, routes inquiries, books appointments, and handles after-hours messaging.