Workflow & AI Agent

Turn customer signals into automated action with AI agents

Build visual workflows and deploy AI agents from one platform. Trigger automations when themes spike, sentiment drops, or buying intent appears — then route actions across CRM, WhatsApp, Slack, email and webhooks.

Resonaa workflow builder with visual triggers and AI agent nodes
Workflow Builder
TriggersConditionsActionsAgentsHistoryRuns
Active flows
24
Triggers
8
Runs today
142
Call analyzed
Trigger
Sentiment < 40
Condition
Theme contains "pricing"
Condition
Create high-priority task
Action
Build

Design flows that start when customers speak

Every extracted signal can become a trigger. Drag-and-drop flows with conditions from calls, tickets, CRM changes, forms and schedules — no code required.

  • Fire workflows when themes, objections or sentiment shift.
  • Branch on VoC context — intent score, churn risk or any CRM field.
  • Add voice and text agent nodes with full transcript capture.
  • Insert AI steps to classify, summarize and draft inside the flow.
AI Workflow Designer
When sentiment on a renewal call drops below 40 and pricing is mentioned, create a high-priority task, notify the account owner on Slack, and add the account to the save-risk segment.
Drafted workflow with 4 steps
I drafted a workflow with trigger "call analyzed", conditions sentiment < 40 AND theme contains pricing, actions: create task (priority high), Slack notify owner, add to segment "Save-risk renewals".
1Trigger: Call analyzed
2Condition: Sentiment < 40 + pricing
3Action: Create task + Slack notify
4Action: Add to Save-risk segment
Review before publishing
Automate

Describe the workflow. Resonaa drafts the flow.

Ask for the trigger, conditions and outcomes in plain language — Resonaa suggests the structure, branches and integration steps for your team to review.

  • Generate complete workflows from a single prompt.
  • AI drafts triggers, conditions and action branches.
  • Review and publish with human approval gates built in.
  • Run history shows which branch fired and what completed.
Integration actions
Actions
5
Completed
4
Integrations
100+
Send win-back template
WhatsApp
Sent
Notify #account-alerts
Slack
Delivered
Update stage → At risk
CRM
Synced
Create priority ticket
Zendesk
Created
POST /api/retention
Webhook
200 OK
Act

Actions across every tool your team uses

Workflows do not stop at Resonaa. Push updates, messages and events into WhatsApp, Slack, CRM, helpdesk, webhooks and 100+ integrations.

  • Send WhatsApp messages, Slack alerts and emails from one branch.
  • Write CRM fields, move stages and sync segment changes.
  • Create tickets, call webhooks and trigger voice AI agents.
  • Push to Linear, Mailchimp and scheduled recurring jobs.
Triggers & actions

Start from any signal. Act on any channel.

Workflows fire on calls, tickets, CRM changes, forms and schedules — then push actions across every tool your team already uses.

WhatsApp
Send templates, replies and win-back messages
Slack
Alert channels and notify account owners
Email
Send and sequence emails from any branch
CRM
Update fields, move stages and assign owners
Webhooks
POST to any endpoint or internal service
Tickets
Create Zendesk, Freshdesk and helpdesk tickets
AI agents
Trigger voice and text agents mid-flow
Segments & CDP
Add or remove members and sync audiences
Tasks & schedules
Create reminders and recurring jobs
One connected platform

From customer signal to automated action

Everything you need to build workflows, deploy AI agents, and route the right response across every channel — in one place.

Visual workflow builder

Drag-and-drop flows with triggers from calls, tickets, CRM changes, forms, surveys and schedules — no code required.

Branch on VoC context

Route by theme, objection, sentiment, intent score, churn risk or any CRM field already on the customer record.

AI agents

Deploy voice and text agents that handle conversations, then feed transcripts back into the same VoC pipeline.

Cross-channel actions

Send WhatsApp messages, Slack alerts, emails, webhooks, CRM updates, tasks and segment changes from one flow.

Get started with Workflow & AI Agent

Build workflows and deploy AI agents that start when customers speak — and route the right response every time.