Signal workflows
Explore human-led calling and bounded Voice AI workflows, including exceptions and handoffs.
Illustrative workflows. Confirm available dialing modes, Voice AI actions, channel support, contact permissions and plan terms.
See how a person works through the call.
Review a human-led calling workflow, from campaign setup to the next action after a call.
- Campaign
- Human-led call
- Next action
Prepare the campaign
Discuss contact eligibility, the selected dialing mode, and the applicable plan requirements.
Review the calling experience
Inspect the information and controls available to the person handling the call.
Record the next step
Review supported outcome recording and follow-up actions, including what happens when a connection fails.
Questions to confirm
- Which dialing modes are available on this plan?
- What information can the person see or update?
- What happens after an unsuccessful call?
Explore an incoming inquiry.
Review a defined inquiry-handling task, the approved information available to the agent, and any supported escalation.
- Incoming inquiry
- Permitted action
- Human exception
Define the task
Identify the questions the workflow should address and the information it may use.
Inspect the permitted actions
Review what the configured agent can do and what it must leave to a person.
Review the exception
Discuss how the workflow handles missing information, failed tools, and an unavailable transfer destination.
Questions to confirm
- What information can the agent rely on?
- Which actions require a person?
- What happens when a tool or transfer fails?
Evaluate an authorized follow-up.
Start with a specific, authorized business task. Review the contact-permission process and the limits of the configured workflow.
- Eligible contact
- Defined follow-up
- Stop or hand off
Review contact eligibility
Discuss the evidence of contact permission and the rules for excluding contacts.
Set the workflow limits
Review applicable scheduling limits, allowed actions, and when the workflow should stop.
Inspect escalation and recovery
Discuss any supported handoff to a person and the response to failed actions or unanswered transfers.
Questions to confirm
- What makes a contact eligible for this workflow?
- When must the workflow stop or exclude a contact?
- Who handles exceptions and unsuccessful transfers?