Ready-made workflows

Four workflows most businesses need come ready-made. You fill in a few fields and get a finished workflow, already wired and attached to your agent. It is an ordinary workflow afterwards: open it on the canvas to change anything.

The four templates

Template	When it runs	What it does
Text the caller a link	During the call, when the caller asks for it or agrees	Sends an SMS with your link (booking page, form, menu) to the number the caller is calling from, then tells them it is on its way. If the SMS fails, the agent reads the link out.
Look something up in your system	During the call, when the caller needs information that depends on a value they give	Asks for the value (for example an order number), calls your API and answers only from what it returns. If the API fails, the agent apologises and offers to take a message.
Send every call to your CRM	After every call the agent answers	POSTs the call as JSON to your webhook (your CRM, Zapier or Make): call id, number, status, duration, summary and the link to the recording.
Email a summary after each call	After every call the agent answers	Emails the caller’s number, status, duration, summary and the recording link to the addresses you choose.

In the app

1. Go to Workflows and click New from template.
2. Pick a template and fill in its fields: the link, your API address, your webhook, or the email addresses. Choose the agent that uses it.
3. Click create. The workflow opens on the canvas, already connected to your agent.

From Claude or ChatGPT

With the Voice Logica connector, say what you want:

• “During calls, text the caller our booking link https://book.example.com.”
• “Let the agent look up an order in https://shop.example.com/api/orders/{order number} while the caller waits.”
• “Send every finished call to our Zapier webhook.”
• “Email me a summary after every call.”

The assistant creates the same workflow and attaches it to your agent.

The fields

• Look something up: put the value the caller gives inside the address as {{order_number}} (use your own name, lowercase with underscores), for example https://shop.example.com/api/orders/{{order_number}}. Add headers such as Authorization if your API needs a key. Test it with a real value before relying on it: see During Call.
• Send every call to your CRM: the body is JSON. To add answers from your call analysis, open the workflow and add them to the body as {{field_name}}. See On Call End.
• Text the caller a link: the SMS goes out from your company’s SMS sender. Keep the text short: Greek characters use more of each SMS.

Questions

Can I change a ready-made workflow later?

Yes. It is a normal workflow: open it under Workflows and edit the nodes, or remove it from the agent.

I created it but nothing happens on calls.

Check it is attached to the agent that answers the call (agent → Workflows). During-call templates run only when the caller’s request matches the condition; say it plainly in a test call, for example “can you text me the link?”.