Intelligent Workflows
These are the execution assets running underneath your AI agents. Review usage, health, and which agents depend on them.
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Workflow dependency map
See which AI agents depend on each execution asset.
Call Intake Routing1 agents
Intake Capture & Routing1 agents
Inbound Lead Speed-to-Lead1 agents
Appointment Confirmation & Reminders4 agents
No-Show Rescue Sequence1 agents
Support Triage & Update Loop1 agents
Accounts Receivable Follow-up Sync1 agents
Orchestration logic supporting the workforce
Advanced decisioning and execution logic attached to specific agents and intelligent workflows.
Escalation Router
Active
Advanced call escalation and approval logic for frontline interactions.
1 linked agent • 1 linked workflow
Intake Classifier
Monitoring
Turns messy inbound request details into structured, routed records.
1 linked agent • 1 linked workflow
SDR Follow-up
Monitoring
Handles deeper lead qualification, timing, and personalized follow-up logic.
1 linked agent • 1 linked workflow
Schedule Exception Handler
Active
Resolves edge-case calendar conflicts and rebooking logic behind the scheduler.
1 linked agent • 2 linked workflows
Support Resolution
Monitoring
Handles advanced support triage, decisioning, and review queue routing.
1 linked agent • 1 linked workflow
Billing Collections
Standby
Handles approval-aware collections logic and payment-aware follow-up branches.
1 linked agent • 1 linked workflow
Call Intake Routing
Routes inbound calls, captures caller details, and triggers callback or escalation logic.
Tier: Quick WinCredits: 1EnabledOrchestration steps: 1
Used by AI Agents
Receptionist Agent
Workflow jobs57 / 80
Last run: 3/29/2026, 5:12:00 PM
View detailsIntake Capture & Routing
Collects intake details, structures responses, and routes to the right operating queue.
Tier: Quick WinCredits: 1EnabledOrchestration steps: 1
Used by AI Agents
Intake Agent
Workflow jobs24 / 50
Last run: 3/29/2026, 4:30:00 PM
View detailsInbound Lead Speed-to-Lead
Responds to new leads, qualifies fit, and hands off qualified opportunities into scheduling.
Tier: Add-OnCredits: 2EnabledOrchestration steps: 1
Used by AI Agents
SDR Agent
Workflow jobs19 / 36
Last run: 3/29/2026, 6:02:00 PM
View detailsAppointment Confirmation & Reminders
Confirms appointments, handles reschedules, and reduces no-shows with reminder logic.
Tier: Quick WinCredits: 1EnabledOrchestration steps: 1
Used by AI Agents
Receptionist AgentIntake AgentSDR AgentScheduler Agent
Workflow jobs38 / 60
Last run: 3/29/2026, 7:05:00 PM
View detailsNo-Show Rescue Sequence
Recovers missed appointments and routes edge cases into human review.
Tier: Add-OnCredits: 2EnabledOrchestration steps: 1
Used by AI Agents
Scheduler Agent
Workflow jobs11 / 30
Last run: 3/29/2026, 7:05:00 PM
View detailsSupport Triage & Update Loop
Triages support requests, drafts updates, and escalates sensitive issues for approval.
Tier: Add-OnCredits: 2EnabledOrchestration steps: 1
Used by AI Agents
Support Agent
Workflow jobs63 / 80
Last run: 3/29/2026, 5:45:00 PM
View detailsAccounts Receivable Follow-up Sync
Runs overdue invoice reminders, stops when payment posts, and syncs notes back to finance tools.
Tier: Quick WinCredits: 1EnabledOrchestration steps: 1
Used by AI Agents
Accounts Receivable Agent
Workflow jobs22 / 45
Last run: 3/29/2026, 1:40:00 PM
View details