Follow-up workflows
Workflows are your set-and-forget follow-up cadences. Unlike one-off AI tasks, they run on their own for every enrolled lead — and stop the instant someone replies.
What a workflow is
A workflow is an ordered sequence of steps, each with a delay, a channel (SMS, email, call, or task), and a message. Once a lead is enrolled, the sequence runs automatically in the background.
Workflows are deterministic — they send the messages you set, so there's no AI charge per step. They're the efficient way to handle predictable follow-up, with your AI rep reserved for the judgment calls.
Building one
Open Workflows
Go to Workflows in the left nav.
Create the sequence
Add steps by hand, or use "🛠️ Build a workflow with AI" to generate one from a plain-English goal like "follow up with new solar leads for two weeks."
Set it as default (optional)
Make a workflow the default for new leads so enrollment is automatic.
Toggle it on
Turn the workflow on; enrolled leads begin moving through the steps.
Watching it run
The Workflows page shows live enrollments — which lead is on which step, and when the next step fires. Finished enrollments show their outcome, such as "stopped — lead replied" or "escalated."
The moment a lead responds, their workflow pauses so a human (or your AI rep) can take the conversation from there. No one gets a canned message after they've already answered.
Workflows vs. AI Tasks
- Use a workflow for predictable, repeatable cadences (new-lead nurture, appointment reminders, long-term drip).
- Use an AI Task when you want the AI to read the situation and draft something tailored — a hot-lead call, a win-back, a segment blast.
Next steps
Set it and forget it. Build a nurture sequence in a couple of minutes.
Open Workflows