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Workflows turn what happens on a call into automatic follow-up actions. Pick a trigger like Call ended, add the actions you want (send a webhook, update a contact, sync to Salesforce), and telli takes care of the rest after every call.

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What you can automate

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Available blocks

Triggers decide when a workflow runs. Today, workflows run after a completed call:

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Build your first workflow

1

Open Workflows and create a new one

Go to Workflows in the telli dashboard and click Create Workflow.
2

Name and describe the workflow

Use a name that describes the result, like “Send call summary to CRM” or “Update lead status after call”.
3

Select and configure a trigger

Choose Call ended as the trigger, then pick the agent whose completed calls should start the workflow.
4

Add action and condition blocks

Use the + button on the canvas to add blocks after the trigger. Configure each block in the side panel, and add If / else or Switch when only some calls should follow a given path.
5

Publish the draft

Click Publish once the trigger and required blocks are configured. Publishing creates the version telli uses for new runs.
6

Enable the workflow

Flip the Enabled switch to turn on automatic execution. A workflow must be published before it can be enabled.
Test with a manual run before relying on automatic execution. In the workflow builder, open the Runs tab, click Run manually, and pick a completed call to step through the workflow against real data.

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Go deeper

Workflows reference

Full reference for triggers, blocks, manual runs, version history, and end-to-end examples like logging telli calls back to Salesforce.