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Workflow Builder

The call ends.
The work starts.

Most phone systems stop when the line goes dead. That is the moment the actual work begins - the note, the message, the ticket, the field somebody has to update. The Workflow Builder is where that work stops being anybody's job.

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The Sabato post-call workflow canvas: a Call Ended trigger branching into reading the call, checking consent, sending a WhatsApp summary, writing to a CRM and raising an issue.
One store's post-call workflow. Everything on this canvas runs in the seconds after the customer hangs up.

AFTER THE CALL

Nobody types this up.
It is already done.

The agent hands the call to a workflow the moment it ends. The call gets read, the conditions get checked, and every system that should know about it is told - before your team would have finished writing the first note.

Write to the CRMWebhook step

Endpoint

POST · api.northaven.example/v1/calls

BODY

outcome{{Read_the_call.outcome}}
key_ask{{Label_the_call.key_ask}}
customer_tier{{Label_the_call.customer_tier}}
order_id{{Label_the_call.order_id}}
CancelSave
Run · 14:32:06What this workflow did on one call

STEPS THAT RAN

Label the call18 labels
Did they say yes?consent ✓
Send the summaryWhatsApp sent
Write to the CRM200 OK
Log it against the order#5512

TOTAL

3.1 seconds, start to finish. Nobody was involved.

HOW A WORKFLOW IS PUT TOGETHER

Read the call.
Then act on it.

01 · WHAT IT READS

A summary is useless.
Labels are not.

A paragraph of “here is what happened on the call” cannot be filtered, counted or acted on. So every conversation gets labelled instead: the product category, what they actually asked for, whether they have bought before, what they are worth, which country they are calling from.

Those labels are what everything downstream branches on - and they are what lets you ask, at the end of the month, which category generated the most calls and which of them sold.

Labels on one callAUTOMATIC
Air conditioningSizing & fitVIP · €4,240 lifetimeRepeat customerCalling from GermanyResolved on the call
Every call, automatically. Then filter your calls by any of them.

02 · WHAT IT DOES

Different calls deserve different endings.

A good call and a bad one should not produce the same aftermath. The labels decide. A VIP asking about a bulk order gets the account manager texted before they have put the phone down; an escalation gets summarised to the Head of Support with the transcript attached; the ticket and the CRM are updated either way.

Adding a branch is a change like any other - it sits in draft, you can test it against a real call, and it goes live when you publish.

CRMLead created and assigned to an owner.
ZendeskTicket moved to Waiting on customer.
Email + SMSAccount manager told inside a minute: hot B2B opportunity.
InboxSummary to the Head of Support, flagged for manual review.

FULLY MANAGED

You describe the outcome.
We wire it up.

Four steps from the first conversation to a workflow running after every call. Three of them are ours. You never have to open the tool.

STEP 1

You say what should happen

What your team does after a call today, and which of it should stop being a person's job. That list is the whole brief.

STEP 2

We wire it to your systems

Your CRM, your helpdesk, your messaging, your order system. Through whatever they expose - an API, a webhook, an export. Your developers sign off the access and we take it from there.

STEP 3

You test it on a real call

We run the workflow against a call that already happened and show you exactly what it wrote and where. Nothing runs live until you publish it.

STEP 4

It runs on every call after that

Silently, in seconds, and every run is logged - so when something looks wrong you can see which step did it.

Success stories

What happened in the first month on the line - measured on real calls, not modelled.

Marco Logreco, Head of E-Commerce at Creative Cables
“Elena handles our most repetitive calls - order status, shipping, returns - on-brand and instantly. Our team now focuses on the cases that actually need a person.”

Marco LogrecoHead of E-Commerce, Creative Cables

39%Calls resolved end to end
57%Of order-status calls automated
55sAverage handle time
Read the full case study

Questions operators actually ask

What can it actually connect to?

Anything with an API or a webhook - and that is most things: Shopify, your helpdesk, your CRM, WhatsApp, a Google Sheet if that is genuinely where the work lives. If a system has no API we will tell you rather than pretend.

What if the workflow does the wrong thing?

Every run is logged step by step, so you can see what fired and what it wrote. Changes go through the same draft-test-publish path as the agent itself, so a bad change is caught before it reaches a customer rather than after.

Can it decide differently depending on the call?

That is the point of it. Conditions read the fields pulled out of the conversation - what they asked for, how it ended, whether they consented, what they are worth - and each branch does something different.

Do we have to build these ourselves?

No. You tell us what should happen after a call and we build it. You get an account and can watch every run, but there is nothing you have to configure.

How fast does it run?

Seconds after the call ends. A customer who agreed to a summary usually has it before they have put the phone down properly.

What happens to the recording and the transcript?

Both sit against the conversation and you can open, read or export either of them whenever you want.

live in two weeks

What does your team do after a call?

Whatever the answer is, it is probably a list. Send it to us and we will tell you which parts stop being anyone's job.

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