Workflow Recipes

Trigger: Contact Created (or Tag Added, Form Submitted, etc.)
  → Wait: 2 minutes
  → Action: Place Call (Sympana) — select your voice connection
  → Action: Add Tag "ai-called"

Trigger: Tag Added "ready-to-call"
  → Action: Wait Until Calling Window (9 AM - 5 PM)
  → Action: Place Call Smart Selection (Sympana)

Trigger: Call Completed (Sympana)
  → Action: Add Note
    Body: "AI Call Summary:\n{{call_summary}}\n\nSentiment: {{sentiment}}\n\nTranscript:\n{{call_transcript}}"

Trigger: Call Completed (Sympana)
  → If/Else: sentiment = "Positive"
    → Yes: Move to pipeline stage "Qualified"
    → No:
      → If/Else: user_spoke = false
        → Yes: Add Tag "voicemail" → Schedule retry in 4 hours
        → No: Move to pipeline stage "Needs Nurture"

Trigger: Call Completed (Sympana)
  → If/Else: call_successful = true
    → Yes: Create Opportunity
      Pipeline: "Sales Pipeline"
      Stage: "Discovery Call Completed"
      Name: "{{contact_first_name}} {{contact_last_name}}"
    → No: Add Tag "no-deal"

Trigger: Call Completed (Sympana)
  → If/Else: user_spoke = false
    → Yes (voicemail):
      → Wait: 5 minutes
      → Send SMS: "Hi {{contact_first_name}}, we tried reaching you.
        Reply to this message anytime and we'll get back to you!"

Trigger: Call Completed (Sympana)
  → If/Else: user_spoke = false AND contact does NOT have tag "call-attempt-3"
    → Yes:
      → If contact has tag "call-attempt-2": Add Tag "call-attempt-3" → Stop
      → If contact has tag "call-attempt-1": Remove tag, Add Tag "call-attempt-2"
      → Else: Add Tag "call-attempt-1"
      → Wait: 4 hours
      → Action: Place Call (Sympana)

Trigger: Message Received (Sympana)
  → Filter: Channel = SMS
  → Action: Send AI Message (Sympana) — select your messaging connection

Trigger: Message Received (Sympana)
  → If/Else: Contact has tag "ai_msg_enabled"
    → Yes: Action: Send AI Message (Sympana)
    → No: Do nothing (message goes to human inbox)

Trigger: Message Received (Sympana)
  → If/Else: Message body contains "stop" OR "unsubscribe" OR "remove me"
    → Yes:
      → Add Tag "ai_msg_blocked"
      → Remove Tag "ai_msg_enabled"
      → Send SMS: "You've been removed from automated messages. A team member can still reach out if needed."
    → No: [continue to Send AI Message]

Trigger: Handoff Requested (Sympana)
  → Action: Add Tag "ai_msg_handoff"
  → Action: Assign contact to team member
  → Action: Send Internal Notification
    To: Team lead phone/email
    Body: "{{contact_first_name}} needs human help. Last message: {{message_body}}"
  → Action: Create Task
    Title: "Follow up with {{contact_first_name}}"
    Due: Today
  → Action: Send SMS to contact
    Body: "I'm connecting you with a team member now. They'll be with you shortly."

Trigger: Message Received (Sympana) — no channel filter
  → If/Else: Contact has tag "ai_msg_enabled"
    → Yes: Send AI Message
    → No: Do nothing

Workflow 1:
  Trigger: Message Received → Filter: SMS
  → Send AI Message (SMS messaging connection)

Workflow 2:
  Trigger: Message Received → Filter: WhatsApp
  → Send AI Message (WhatsApp messaging connection)

Workflow 3:
  Trigger: Message Received → Filter: Instagram
  → Send AI Message (Instagram messaging connection)

Workflow 1 — Place the call:
  Trigger: Tag Added "campaign-q2"
  → Action: Wait Until Calling Window (9 AM - 5 PM)
  → Action: Place Call Smart Selection (Sympana)

Workflow 2 — Handle results:
  Trigger: Call Completed (Sympana)
  → If/Else: user_spoke = true
    → Yes:
      → If/Else: sentiment = "Positive"
        → Yes: Move to "Qualified" → Send SMS "Great talking with you!"
        → No: Add Tag "needs-nurture" → Create Task
    → No (voicemail):
      → Wait: 4 hours
      → Send SMS "We tried calling — reply anytime!"
      → Wait: 1 day
      → Action: Place Call (retry)

Workflow 3 — Handle inbound replies:
  Trigger: Message Received (Sympana)
  → If/Else: Contact has tag "campaign-q2"
    → Yes: Send AI Message (Sympana)
    → No: Do nothing