Overview
A great conversation is just the beginning. What happens after the call determines whether that interaction creates business value. Voquii's Workflow & Automation engine ensures every conversation triggers the right follow-up actions—automatically, instantly, and reliably.
How Workflows Work
| Component | Purpose | Examples |
|---|---|---|
| Triggers | Start the workflow | Call ended, lead captured, appointment booked |
| Conditions | Filter when to act | Score > 50, VIP customer, specific topic |
| Actions | What to do | Send email, create CRM record, notify team |
| Data | Information to use | Caller name, transcript, sentiment |
Triggers
Conversation Ended
Fires when any call or widget conversation completes. Access full conversation context including:
- Duration and timestamps
- Full transcript and AI-generated summary
- Sentiment analysis (positive/neutral/negative)
- Topics discussed
- Resolution status
Lead Captured
Fires when agent identifies and captures a new lead. Access qualification data:
- Contact information (name, email, phone, company)
- BANT qualification (Budget, Authority, Need, Timeline)
- Lead score
- Products/services of interest
- Pain points identified
Appointment Booked
Fires when an appointment is successfully scheduled:
- Appointment details (date, time, type, duration)
- Attendee information
- Assigned staff member
- Special requirements or notes
Custom Events & Webhooks
Trigger workflows from external systems or custom events.
Actions
Send Email
Personalized emails with merge fields, custom templates, and attachments
Send SMS
Text message notifications and confirmations via Twilio
CRM Operations
Create/update contacts, deals, and activities in HubSpot, Salesforce, etc.
Calendar Operations
Create events, send invites, check availability
HTTP Webhooks
Send data to any API endpoint with custom payloads
Zapier Integration
Connect to 5,000+ apps through Zapier
Calendar Integrations
| Platform | Features |
|---|---|
| Google Calendar | Real-time availability, event creation, attendee invites |
| Cal.com | Booking pages, availability rules, team scheduling |
| Calendly | Event types, booking links, round-robin assignment |
| Acuity Scheduling | Appointment types, intake forms, payments |
Visual Workflow Builder
Build complex workflows without code using Voquii's visual builder:
- Drag-and-drop interface for triggers, conditions, and actions
- If/else branching for conditional logic
- Wait/delay steps for timed sequences
- Parallel execution for multiple simultaneous actions
- Error handling with automatic retries
ROI & Business Impact
| Metric | Manual Process | Voquii Automation |
|---|---|---|
| Lead Response Time | 4-24 hours | < 1 minute |
| CRM Data Entry | 5 min/call | Instant |
| Follow-up Completion | 60% | 100% |
| Appointment No-Shows | 25% | 10% (with reminders) |
| Data Accuracy | 85% | 99%+ |
"We automated our entire post-call workflow. What used to take 3 people now happens automatically. We redeployed those team members to higher-value activities."
— Operations Director, Financial Services