One task, several call attempts.
A workflow is the customer task you want to complete. Each call or callback is a separate attempt to move it forward. The workflow can stay open after a call ends.
Learn how calls, captured answers, rules and actions fit together. These examples are illustrative; confirm APIs and provider support for your deployment with our team.
A workflow is the customer task you want to complete. Each call or callback is a separate attempt to move it forward. The workflow can stay open after a call ends.
An answer can have the right format and still need verification. Record whether the caller supplied it, a format check passed or an approved source confirmed it.
In this example, changing team size from 12 to 120 sends the request for larger-team review. Keep the previous value and rule version in the record, and stop using the earlier scheduling route.
{
"example": true,
"field": "team_size",
"previous": 12,
"current": 120,
"rule": "larger_team_review_v4",
"next_step": "human_review"
}Conceptual example, not an API request or a published endpoint contract.
Track the action result separately from the agent’s words. Mark it confirmed only when the source system returns the required receipt.
Track call attempts, missing information, action status and workflow outcomes separately. When reporting completion, include open workflows in the denominator and record the reporting cutoff.
Explore the sample report ↗