Add Workflows

What workflows do

Workflows are visual automations that run outside of a call. You pick a trigger, add steps, and urvo runs them for you — no code needed.

Typical uses:

• Log a completed call to your CRM and post a summary to Slack.
• Call a new lead the moment they arrive.
• Schedule a callback when someone asks to be reached later.
• Book a follow-up in your calendar based on how the call went.

How to get started

1. Select Workflows in the dashboard sidebar.
2. Click Create New → New Flow, or Start from Template to begin with a working example.
3. Choose a trigger, add your steps, and configure each one.
4. Publish the flow, then switch its toggle on.

A workflow only runs once it is both published and enabled.

Not the same as Agent Workflow

Keep these two apart:

• Workflows automate what happens around a call — CRM updates, alerts, scheduling.
• Agent Workflow shapes what your agent says and does during a live conversation.

Read the full documentation

This page is only a summary. For complete guidance on building flows, every urvo trigger and action, templates, and troubleshooting:

→ Go to the Workflows section

Or jump straight to a topic:

• Building a Workflow — the canvas, steps, data mapping, testing, and publishing.
• urvo Pieces — full reference for every urvo building block.
• Templates — start from a ready-made automation.
• Runs & Troubleshooting — check run history and diagnose problems.