Home / Features / Workflow Automation

Automation

Workflow Automation

Turn AI events into end-to-end automations.

Overview

What it does

Build automations with a simple trigger → action → notify model. When the AI books an appointment, closes a deal or flags a request, VOXOPlan can fire off the next step automatically.

Connect the tools you already use and let workflows handle the busywork — reminders, escalations, handoffs and record updates — around the clock.

Visual trigger → action → notify builder
Events from chat, voice, CRM and modules
Branching, delays and conditional steps
Webhooks and native integrations
Reusable templates for common playbooks

More of the platform

AI Chat — Web, Mobile & WhatsApp icon
AI Chat — Web, Mobile & WhatsApp

Omnichannel conversations with a unified inbox, agent-assist and seamless AI-to-human handoff across every channel.

Voice AI Receptionist icon
Voice AI Receptionist

Phone answering, IVR flows, sentiment analysis and post-call CRM updates — the same intelligence over the phone.

Knowledge Base + RAG icon
Knowledge Base + RAG

Upload docs, connect sites and indexes. Cited, grounded answers with confidence scores from your own data.