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Dashboard Voice Agent Workflows Campaigns
Automation — 4 Active Workflows
Workflow Builder
Every automated sequence that runs after a trigger event. These run 24/7 without manual intervention.
Missed Call Active

Missed-Call Text-Back Sequence

Trigger: Incoming call not answered within 3 rings. Automatically sends an SMS within 90 seconds.

  1. 1
    Trigger: Missed call detected
  2. 2
    Wait 90 seconds — allows time for real-time call resolution
  3. 3
    SMS: "Hi, we missed your call! We have availability tomorrow at 10 AM or 2 PM. Reply YES to book or call (555) 014-9293."
  4. 4
    Wait 5 minutes — for reply
  5. 5
    Voicemail drop — leave brief message on their voicemail
Reminder Active

Appointment Reminder Sequence

Trigger: Appointment created in CRM. Sends 3 reminders at decreasing intervals.

  1. 1
    Trigger: Appointment booked
  2. 2
    Wait 24 hours before appointment
  3. 3
    SMS: "Hi David, reminder: you have an AC repair appointment tomorrow at 2 PM with our tech. Need to reschedule? Reply or call (555) 014-9293."
  4. 4
    Wait 2 hours before appointment
  5. 5
    SMS: "Just a heads up: our tech is heading your way in about 2 hours. They'll call when they're 15 min out."
  6. 6
    Wait until 15 minutes before
  7. 7
    SMS: "Our tech is on the way! ETA: ~15 minutes. Reply STOP to opt out."
Review Active

Google Review Request

Trigger: Appointment marked as completed. Captures reviews when satisfaction is highest.

  1. 1
    Trigger: Appointment status → completed
  2. 2
    Wait 2 hours
  3. 3
    SMS: "Hi David, thanks for having us out today! We'd love your feedback — takes 30 seconds: https://g.page/r/acme-hvac/review"
  4. 4
    Tag contact: "review-requested"
  5. 5
    End
Reactivation Active

Dormant Lead Reactivation

Trigger: Contact hasn't been contacted in 30+ days. Wakes them up with a 3-email sequence.

  1. 1
    Trigger: last_contacted_at > 30 days ago
  2. 2
    Email #1: "Hey [name], still offering free AC inspections. Want to book?"
  3. 3
    Wait 3 days
  4. 4
    Email #2: "Quick question — is your AC still giving you trouble?"
  5. 5
    Wait 5 days
  6. 6
    Email #3: "Last chance — summer heat is coming. Book now for $25 off: [link]"
  7. 7
    Tag: "reactivation-complete"