With Workflows, you can easily automate complex actions. Simply create custom rules that trigger automatically based on your needs.

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Creating a Workflow

1. Access your workspace

To create your workflow, go to the Workflows section under AI Customization in your Empower workspace and click “Create a workflow”.

2. Add your triggers

Start by naming your workflow, then define the conditions to apply.

Available triggers include:

In the conditions, you can, for example, create an AI prompt or add keywords and expressions to better filter calls.

☝️ In this example, I want to target calls flagged as “Bad discovery” OR having a call score less than or equal to 3 stars.

3. Add your actions

For actions, you have several options.

Available actions include:

In actions, you can adapt the style of your call summary depending on applied conditions, modify the scorecard according to call type (support, sales, etc.), change the summary style, or even send a meeting note.

☝️ In this example, I want to alert a colleague by email regarding a call that meets the conditions I defined.

🆕 You can add variables to make filling in information easier and more efficient.

4. Select users and/or groups

Finally, add users and/or groups, save your workflow, and activate it.

🎉 That’s it! Now you know how to create your own workflow.