Start from customer events
Respond to enquiries, record changes, campaign replies, appointments or inactivity where supported.
Automation
Automate the work between every customer interaction
Build workflows that respond to customer behaviour, coordinate teams, update CRM records and move each customer journey forward.
Configurable workflows for connected customer operationsCoordinate customer interactions and internal work without exposing technical architecture.
Workflow building blocks
Start from an event. Apply your business rules.
Use configurable workflows to react to supported customer events and determine the next action based on conditions, segments and customer data.
Apply the right rules
Use conditions, customer segments and record data to determine the next step.
Move work forward
Assign conversations, update CRM records, create activities, notify teams or send approved messages.
Connected processes
Coordinate AI and human teams
AI can complete configured tasks, while workflows bring people in at the appropriate point. Customer activity and operational history stay connected.
- Agent Flows, conditions and timing steps
- Conversation routing, CRM updates and activity creation
- Notifications, follow-up rules and campaign triggers
- APIs, webhooks and approved integrations
Part of the platform
Automation connects every OutPerform capability
Start from a conversation, use CRM data, coordinate AI, trigger campaigns and make outcomes visible to management.
Lead routing and service escalation
Appointment confirmation and reminders
Sales-stage and renewal workflows
Internal notifications and onboarding
Frequently asked questions
What can trigger a workflow?
Supported triggers can include customer enquiries, record changes, campaign responses, appointments and time-based conditions.
Can workflows use AI?
Yes. Configured AI Agent actions can form part of an appropriate workflow.
Can automation assign conversations and update CRM records?
Workflows can coordinate assignment, CRM updates, activity creation and notifications according to their configured rules.
Does OutPerform provide APIs and webhooks?
APIs, webhooks and approved integrations can be discussed based on your connection requirements.