AI Workflow Builder
Design automation across triggers, AI actions, conditions, approvals, and notifications
Build lead, support, document, and internal operations workflows with auditable runs and human-in-the-loop controls.
Trigger
New Lead
Website widget event received
AI Action
AI qualifies
Score budget, urgency, and fit
Database Action
Create CRM record
Persist lead and transcript
Condition
Score > 75
Route hot leads immediately
Human Approval
Assign sales rep
Manager reviews ownership
Notification
Send email
Send next steps and booking link