Documentation Index
Fetch the complete documentation index at: https://docs.sympana.com/llms.txt
Use this file to discover all available pages before exploring further.
Custom Actions
Place Call
Use when you already know which connection should place the call. This is the simplest option when your routing is already decided.
Place Call (Smart Selection)
Use when you want Sympana to choose the best phone number automatically with geo-aware rotation. Best for high-volume campaigns with multiple numbers.
Wait Until Calling Window
Use before any Place Call action when you want calls to go out only during allowed hours in the lead’s timezone. Pauses the workflow until the window opens.
Send AI Message
Use when you want your AI messaging agent to respond to an inbound message. Pair this with the Message Received trigger. The AI reads the message, generates a response, and sends it back through GHL Conversations.
Custom Triggers
Call Completed
Use when you want a workflow to start after a voice call ends. Passes full call data — transcript, sentiment, recording URL, duration, custom analysis, and 30+ other fields. Build post-call workflows here: follow-up SMS, pipeline updates, notes, tags.
Message Received
Use when you want a workflow to start after an inbound message arrives. Works with SMS, WhatsApp, Instagram, Facebook, Webchat, TikTok, and Email. Add channel filters to narrow which messages trigger the workflow.
Handoff Requested
Use when you want a workflow to start after your AI messaging agent requests a human takeover. Common actions: add a handoff tag, assign the contact to a team member, send an internal notification, create a task.
Recommended combinations
Voice outbound campaign
Workflow 1: Wait Until Calling Window → Place Call (Smart Selection)
Workflow 2: Call Completed → post-call actions (notes, tags, pipeline, SMS)
AI messaging
Workflow 1: Message Received → Send AI Message
Workflow 2: Handoff Requested → Add Tag → Notify Team → Create Task
Full voice + messaging
Workflow 1: Wait Until Calling Window → Place Call
Workflow 2: Call Completed → Add Note → Tag based on sentiment
Workflow 3: Message Received → Send AI Message (for inbound replies)
Workflow 4: Handoff Requested → Assign to team member
Keep voice and post-call logic in separate workflows. Use Call Completed as the trigger for your post-call workflow — don’t try to handle call results in the same workflow that places the call.
