Hi everyone, Sales Message Workflows just got a major update with a slick new design that makes it very easy to build automations. So, let's try it out together.
To get started, head over to AI and Automations and click on Workflows. Here's where you’ll see all your automations. You can create new ones from scratch or choose from our pre-built templates to get started quickly.
When you're setting one up, you have tons of flexibility. For triggers, you can use things like when a tag is applied, when a message body contains a specific keyword, or even have your workflows fire whenever you receive an inbound message.
For actions, you can automatically send texts or ringless voicemails, add if/else logic, and set delays between steps.
Let's say you've got a list of leads that haven't responded in a while and you want to re-engage them. Here's a simple yet powerful setup: it's triggered when a specific tag is applied. The first step sends a ringless voicemail reminding the lead about your services and the value you bring.
Right after that, there’s a text message that says something like, “Hey, just left you a quick voicemail. Take a listen when you can.” Then there’s a three-day delay, and if they still haven’t replied, another gentle follow-up goes out. It’s a simple setup, but really effective for bringing cold leads back into the conversation.
Here’s another example — a workflow designed to collect feedback and reviews automatically. This one triggers when the last contacted date is more than 90 days ago, so you’re not pinging customers too often.
The first action sends a text thanking them for being a customer and asking them to rate their experience. Then there’s a condition step that checks the response. If they give a high score, the workflow sends a thank-you message and invites them to leave a Google review. If it’s a low score, it sends a follow-up message with an option to book a call to resolve any issues.
It’s a great way to collect valuable feedback and generate tons of reviews.
Those are just a couple of examples of what’s possible with the new Sales Message Workflows. We’ll continue to make more updates to make it even better. In the meantime, jump in and start automating.
Thanks for watching.
