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Overview

A workflow is a graph of connected nodes representing conversation stages, with pathways defining agent movement between stages.

Global Node

Contains instructions applicable across the entire call:
  • Company context
  • Overall agent goal
  • Tone and personality
  • Common objection handling

Node-Level Toggles

Add Global Prompt

  • Recommended to inject Global Node instructions into most nodes

Allow Interruption

  • Default “On”: Bot stops and responds to user interruption
  • “Off”: Bot continues speaking, ignoring user input

Detect Voicemail

  • Available only in Start Node
  • Automatically disconnects if voicemail detected

Variable Extraction

Supported in Agent and End Call Nodes:
  • Extract structured variables
  • Define name, type, and description
  • Examples: customer name, budget, interest

Webhook Node

  • Executed at call end
  • Sends payload to specific endpoint
  • Use for:
    • Storing call data
    • Triggering automation
    • Syncing with CRMs

Editing Workflows

  • Selectively delete nodes/pathways
  • Completely reset workflow

Pathways and Tool Calls

  • Define agent node movement
  • Use tool calls to transition between nodes
  • “tool” is a reserved keyword for function calls and actions