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A workflow is a visual, node-based automation that connects triggers, logic, and actions into a directed graph. Workflows are how Anyreach extends agent capabilities, i.e calling your APIs, transforming data, branching on conditions, and handling events.
Workflow builder canvas

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When to use a workflow

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How a workflow runs

Every workflow starts with a Trigger — the event that kicks it off. From there, execution flows step by step through the canvas until it reaches the end or an Output step. Steps connect by directional edges. Condition steps create branches. Every path eventually terminates.

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Step types

Eight step types are available in the builder:

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Trigger types

Triggers determine what starts your workflow. Anyreach supports two categories: Anyreach triggers - Triggers native to the platform:
  • Pre Call — runs before a call begins
  • Post Call — runs after a call ends
  • Ongoing Conversation — runs while a conversation is active
  • Timer — runs on a recurring schedule
External App triggers — fire from any externally connected service (Slack, Google Sheets, Salesforce, and 2,000+ more)

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Versioning

Each workflow has a Draft, a Published version, and any number of Live versions. Edit the draft, publish it to create a new version, and mark a version as live to activate its triggers.
Workflow builder live version statusWorkflow builder published version status
See Versioning and deploying.

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Execution modes

Workflows run in two modes:
  • Synchronous — the caller waits until the workflow finishes. Used by agent tools during a live call.
  • Asynchronous — returns immediately with an execution ID; the workflow runs in the background. Used for post-call jobs, scheduled runs & runs via API’s.
See Sync vs async.

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Organizing many workflows

The workflow list has the same search, sorting, filters, labels, saved views and CSV export as the agent list. See Finding agents and workflows.