Campaigns & workflows
Workflows
A workflow is one calling job from start to finish: who to call, which AI employee talks, and what happens after each call.
Create a workflow
Open Workflows in the dashboard. Either pick a template, or describe the job in a sentence and Daffy builds it — asking for anything missing, like your contact list. Either way you get a canvas of connected steps you can open and edit.
The building blocks
- Sources — where contacts come from: Lead Source (a CSV file), API Trigger (your system sends contacts — see Send contacts from your CRM), Inbound Number or Web Embed.
- Filter — only call contacts that match your conditions.
- AI Agent and Knowledge Base — which AI employee talks and the documents it answers from.
- Phone Number and Dialer — the caller ID, calling hours, calls at once and retries.
- Outcome Router — sorts each call into branches such as Interested or Callback.
- Actions on a branch — Re-queue, Live Transfer, Suppress / DNC and Send results to a webhook or Google Sheet.
Not available yet
Run it
Fix anything missing
If a step isn't set up — no number chosen, no dialer — you'll be told what to fix before calling starts.
Press Start calling
Start now, or schedule a date and time. Daffy Voice turns the workflow into a campaign and starts dialling within your calling hours. Inbound workflows show Go live instead — see Inbound calls.
Watch and stop
Each step shows its progress on the canvas. Stop calling lets calls in progress finish and places no new ones; Resume calling carries on where it stopped.