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Call Intake Routing

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Workflow overview
Healthy

Routes inbound calls, captures caller details, and triggers callback or escalation logic.

Tier: Quick WinCredits: 1Enabled
Used by AI Agents
Receptionist Agent
Linked Orchestration
Escalation Router
Channels
PhoneCalendarCRM
Recent workflow activity
Receptionist Agent captured caller details and booked a callback.
3/29/2026, 5:12:00 PMphone.inbound_callsuccess
Approval Queue
What needs a human.
Approve enterprise SDR follow-up
SDR AgentHigh priority • 12 min
Review support refund exception
Support AgentHigh priority • 27 min
Approve AR dispute branch
Accounts Receivable AgentMedium priority • 41 min
Recent Agent Activity
Latest workforce actions.
Receptionist Agent
Receptionist Agent captured caller details and booked a callback.
SDR Agent
SDR Agent drafted a personalized reply and paused for approval.
Support Agent
Support Agent triaged a billing ticket and routed it into the review queue.