Campaigns & workflows

Outcomes & captured details

After each call, a workflow decides what happened, records the details you care about, and runs the follow-up you've wired to that result.

The Outcome Router

The Outcome Router step sorts every call into a branch. New workflows start with Interested, Callback and No answer; rename them, delete them or click Add branch. Each branch has a label (what you see) and a key (e.g. callback) used in results.

After each answered call the AI reads the conversation and picks the branch that fits.

Details to capture

Under Details to capture from each call, list up to 8 things you want written down — for example “Appointment date” or “Preferred plan”. After each answered call the AI fills them in from the conversation. They appear in the workflow's Analytics tab and its CSV export, and in the results you send.

Follow-ups on a branch

Connect an action to a branch and it runs for every call that lands there. Nothing runs on a branch you leave empty.

Re-queue — call the person again. Under When to call again: After a wait (a number of hours), When they asked (the time they gave on the call), or After promised date (the day after a payment date they promised). The next call's AI employee is told what happened on the previous one. At most 3 follow-up calls per person.
Live Transfer — hand the caller to a person. See Call transfers.
Suppress / DNC — stop calling this person. See Do-not-call list.

Not available yet

SMS and calendar booking aren't available (an old Send SMS or Book Meeting step never runs — delete it). For meetings, the AI employee can still take the preferred date and time and say your team will confirm.

Send results to your tools

Add a Send results step and choose Webhook or Google Sheet. Pick Every call, or Only connected branches. Each result includes the contact, outcome, notes, any promise date and amount, callback time, captured details and a call summary. Use Send a test to check your URL. Details in Send results to your tools.