Create a custom workflow

Every automation starts with a trigger and an action. Select one from each app to generate a workflow tailored to your needs.

TypeFore
Trigger: Watch communications
Make AI Toolkit
Action: Select an action
1. Select a trigger
  • Triggers instantly when a brand-new communication or scan transcript is loaded into the platform.

  • Triggers instantly when a complete transaction audit compiles and returns unified scores and parameters.

  • Triggers instantly when compliance constraints, pricing boundaries, or other guardrails are breached list-side.

  • Triggers instantly when an agent makes a binding commitment (e.g., pricing, callback, refund) to a customer.

  • Triggers instantly when an agent state/advice contradicts active internal documentation or policy sheets.

  • Triggers instantly when a new active knowledge-base policy page is indexed.

  • Triggers instantly when a new Operational SOP or procedure is published.

  • Triggers instant flows when a critical safety threat is identified in a conversation.

2. Select an action
  • Evaluates the tone of a text and determines if it’s `positive`, `neutral`, or `negative`. This is known as the sentiment.

  • Analyzes text and assigns it to categories from a list you define.

  • Splits text into smaller, more manageable pieces. These are known as chunks.

  • Retrieves information that you specify from a text.

  • Detects the language that text is written in.

  • Sends a request for AI to answer. The response will always be in the text format.

  • Adjusts the style and format of text to ensure it’s consistent.

  • Condenses longer text into a shorter summary.

  • Translates text from one language into another.

Select a trigger and an action

Create workflow (opens in a new tab)