Agents

Call flow

Design calls like a flowchart on an agent's Call flow tab: boxes for each step, joined by arrows.

Step	What it does
Start	The greeting: where every call begins.
Say	Says something and moves on without waiting.
Ask & save	Asks a question and saves the answer as a variable, like {budget}. Use a Data column's name to keep it on the lead too.
Branch	Goes different ways. Strict rules check saved answers ({budget} is more than 5000, {owner} is yes); or the agent decides from what they've said.
Book meeting	Offers times and books.
Transfer	Puts them through to a person.
Send text	Offers one of the agent's messages by text.
Custom action	Calls another system's web address (with {variables} filled in) mid-call and saves what comes back.
Jump to	Goes to another step, for loops and retries.
End call	Says goodbye and hangs up.

1
Click a step type on the left to add it, or start from the sales template.
2
Drag from the dot under a box to the next box. A branch has a dot for each way out, plus Otherwise.
3
Click a box to edit it on the right. Select a box or arrow and press Delete to remove it.
4
Save, then try it with a Test call or the Test Center.

The agent follows the flow in its own words, answers anything off-script, then comes back to its step. Strict branches are decided by the rules, not the agent. Leave the flow empty to let it lead calls from its playbook.