Strategies Overview

Strategies are visual flow-based automations that execute actions for your leads. Build workflows using a drag-and-drop editor to automate outreach, follow-ups, and lead management.

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What is a Strategy?

A strategy is an automated workflow that triggers based on specific events and executes a series of actions. Each strategy consists of:

• Trigger — The event that starts the workflow
• Actions — The steps executed after the trigger (send SMS, make a call, wait, etc.)
• Agent — The AI agent that handles conversations within the strategy

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Creating a Strategy

Step 1: Choose a Trigger Type

When creating a new strategy, select the type of trigger that will start your workflow.

Available trigger types:

Step 2: Associate an Agent

Select an agent from the dropdown at the top of the strategy editor. The agent determines how the AI handles conversations during the strategy execution.

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Action Nodes

After your trigger, connect action nodes to define what happens:

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Next Steps