Automation & Workflows
Connect calls, messages, AI agents, and employees through automated workflows, with leads arriving from forms, Meta Lead Ads, and the developer API.
Key capabilities
Quick answer
AI Phone's Automation & Workflows family connects voice calls, text messages, and AI agents through configurable automated workflows — enabling lead response, follow-up sequences, and operational handoffs without manual steps. Leads arrive from forms, Meta Lead Ads, CSV imports, or any system that calls the developer API.
Build workflows that span voice, SMS, and AI agents, with leads arriving from forms, Meta Lead Ads, or any system that can call the developer API, so leads, customers, and team members receive the right communication at the right time.
Place AI voice and messaging agents at specific workflow stages to handle conversations automatically before handing off to a human.
Build multi-step communication workflows visually — connecting triggers, conditions, actions, and delays without any engineering work.
Auto Campaigns has an AI agent call new, uncontacted leads automatically during your business hours — whether they came from a form, Meta Lead Ads, or the developer API.
Place AI voice and SMS agents at specific workflow stages to handle conversations automatically before routing to human team members.
Any system that can send an HTTPS request — a CRM automation, a website form backend, or Zapier or Make — can create leads through the developer API, ready for AI follow-up. AI Phone does not listen for CRM field or deal-stage changes.
Chain voice calls, SMS messages, wait periods, and conditional branches into coordinated follow-up sequences that run automatically.
Use case
A new Facebook lead triggers an immediate AI outbound call. The AI qualifies the lead, and if they're interested, performs a live transfer to a sales rep — all within 30 seconds of the ad form submission.
Use case
When a caller hangs up without leaving a voicemail, an SMS workflow fires within 30 seconds inviting them to text back. If they respond, an agent is alerted. If not, a follow-up call is scheduled for the next business day.
Use case
Your CRM's automation sends each new lead to the AI Phone developer API. Auto Campaigns has an AI agent call it during business hours, and the results are available in AI Phone, as a CSV export, or in a connected Google Sheet.
Choose what starts the workflow — a new lead from a form, Meta Lead Ads, or the developer API, a missed call, a specific date, or an inbound message keyword.
Chain calls, SMS, AI agent interactions, assignments, and delays into a multi-step workflow using the visual builder.
Add conditional logic so workflows route contacts differently based on their responses, intent signals, or lead data in AI Phone.
Track conversion rates, drop-off points, and outcome distributions for every workflow and adjust logic to improve performance.
AI Phone supports lead response automation (AI calls to new leads during business hours), lead intake through the developer API, SMS and voice follow-up sequences, missed-call recovery, appointment reminder workflows, and multi-step communication campaigns combining voice, SMS, and AI agents.
Yes, within your business hours. When a form, Meta Lead Ads, or a system calling the developer API creates a lead, Auto Campaigns picks it up automatically — typically within a minute — and has an AI agent call it inside the hours you set. The AI agent qualifies the lead conversationally and routes warm prospects to a human rep.
No. AI Phone's workflow builder uses a no-code visual interface. Triggers, actions, conditions, and sequences are configured through the admin dashboard without any engineering work.
There is no AI Phone app in Zapier, and AI Phone does not send call events or workflow outcomes to Zapier. What you can do is use a Zapier webhook step (or Make's HTTP module) to call the AI Phone developer API and create leads from any app Zapier connects to.
Yes. AI Phone workflows can chain voice calls, AI voice agents, SMS messages, and SMS bots in any order, creating true omnichannel communication sequences from a single workflow.