Workflows
Decide what happens to every call and message.
- How workflows decide what happens to calls and messagesWorkflows alone decide what happens. A call runs one workflow for its number. A message runs every matching workflow, then the default.
- Build and publish a workflowIn Workflows, select New workflow, choose a template, set the trigger and steps, fix every issue, then select Publish.
- Set up what happens when someone callsA call workflow starts with Call received and lists your numbers. It rings your team, forwards the call, runs your agent or takes a voicemail.
- Set up what happens when a message comes inA message workflow starts with Message received. Filter by channel, endpoint, keywords or contact, then add an Agent step, an email or a text.
- Route by business hours with a Time RuleAdd a Time Rule step to a workflow. It splits calls and messages into Open hours and Outside hours, using an hours set from Settings > Hours.