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A node is a step after the trigger. Workflow Triggers is when the graph starts. This section is what it does.

From a trigger edge, open What happens next? Pick a node to add to your workflow. Search under Node. Categories in production include AI, Communication, Core, Flow control, and Phone actions.

What happens next node palette AI Communication Core
wf-paletteExpand
Flow control and Phone actions nodes
wf-palette-flowExpand

The palette is long. Most graphs need one lookup, one branch, and one way to talk back or notify. HubSpot / Shopify / Galaxy sit behind a connected integration - connect first, then add the node.

Why setup matters

Section titled “Why setup matters”

A card that says Needs setup will not Save & go live. A saved graph still does nothing on a live call until it is on for that agent under Business Workflows. Builder tests walk the graph; they are not a caller.

Which node

Section titled “Which node”
Look something up or write to my system
TURN ONConnect To External ServiceNEEDSAPI. Mid-call, keep it under about a second.
Speak the result to the person on the line
TURN ONAI Response to CallerNEEDSOnly under a live-audio trigger. AI Response.
Send a confirmation they can keep
TURN ONSend Email / Send Text MessageNEEDSEmail (Send Email Node) or SMS (Send Text Message).
Two outcomes (in stock / not)
TURN ONIf/then DecisionNEEDSIf/then (If/then Decision Node).
Several named paths plus a default
TURN ONMultiple Choice DecisionNEEDSMultiple Choice.
Hand the live call to a person or another agent
TURN ONTransferNEEDSStart, Connect, or During only. Transfer. Not the same as Call Transfers.
Dial someone later from this graph
TURN ONMake Outbound CallNEEDSNeeds outbound. Make Outbound Call.
Run custom logic
TURN ONRun Custom CodeNEEDSRun Custom Code - JavaScript or Python.
AI Response
speak on a live call
API
HTTP in or out
Email
Tosubjectbody
SMS
credits + sender ID
If/then
true / false
Multiple Choice
named cases
Transfer
live handoff
Outbound call
the graph dials

Also in the catalog: Calendar, Google Doc, AFM Search, Filter Data, Repeat Actions, Data Table, AI Response Generation, Managed AI Agent. HubSpot resource nodes after you connect HubSpot.

AI Response to Caller is not AI Response Generation. Generation writes text for later nodes. It does not speak.

First setup - lookup, then speak

Section titled “First setup - lookup, then speak”

Do this after Get a workflow running.

  1. Prefer a live-audio trigger such as During Call Trigger when the caller must supply a code.
  2. From Work Flow Triggered, pick Connect To External Service.
  3. On the success path, add AI Response to Caller when the person is still on the line.
  4. Save & go live, attach under Business Workflows, call and ask for a real code.

Troubleshooting

Section titled “Troubleshooting”
Save is blocked - Needs setup
  1. Open the flagged card. Fill every required field (URL, To, and so on).
  2. If/then and Filter need a complete condition (field + operator).
  3. HubSpot / Shopify / Galaxy show Setup required until the integration is connected.
AI Response or Transfer is missing from the palette

They only appear under the right trigger. AI Response needs a live-audio trigger. Transfer needs Start, Connect, or During - not End, Missed, or On API Call alone.

Next Steps

Section titled “Next Steps”
AI Response to Caller - speak on the line.Connect To External Service - the usual lookup.Get a workflow running - Save + attach.