> ## Documentation Index
> Fetch the complete documentation index at: https://docs.speaklouder.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Workflow

> When the agent calls, and what happens automatically after the conversation.

**Workflow** is the campaign's playbook: when and how many times the agent tries to reach a lead, and what it does automatically once the call is over.

<img src="https://mintcdn.com/speaklouderpl/OQ-ItIDCFyGxwaZz/images/en/workflow-top.png?fit=max&auto=format&n=OQ-ItIDCFyGxwaZz&q=85&s=3cdb935cd4407879ccdcde967faf4f08" alt="Workflow: contact sequence and call schedule" width="2880" height="1672" data-path="images/en/workflow-top.png" />

## Contact sequence

The steps the agent runs for each lead, in order, for example a first call, then an SMS reminder, then a second attempt. Click **Edit sequence** to reorder steps or add and remove them.

## Call schedule

Set the **time window** and the **active days** on which the agent is allowed to call. Outside that window no calls go out.

## After the conversation

<img src="https://mintcdn.com/speaklouderpl/OQ-ItIDCFyGxwaZz/images/en/workflow-automations.png?fit=max&auto=format&n=OQ-ItIDCFyGxwaZz&q=85&s=928d241aadca65811ce306d65a1ac5f4" alt="SMS automation with dynamic variables and content field" width="2880" height="1672" data-path="images/en/workflow-automations.png" />

Each automation has a toggle; expand the row to configure it.

* **SMS after qualification**: an automatic SMS once the agent decides a lead is interested. Personalise it with **dynamic variables** such as `{{full_name}}` or `{{first_name}}`, click a variable to copy it. SMS content is capped at 160 characters and ASCII only (emoji and accented characters are converted).
* **Email after qualification**: a personalised follow-up email. Requires [Gmail connected](/en/integrations).
* **Transfer to sales rep**: hands a qualified lead to a salesperson live, during the call.

## Advanced

* **Custom qualification condition**: describe in your own words when a lead counts as qualified. The agent factors this into how it judges the call.
* **Post-call webhook**: sends the data from every call to an external system over HTTP POST (Make, Zapier, your own CRM).

<Note>
  Changes to the sequence and schedule apply to **future** calls. They don't undo anything the agent has already done.
</Note>
