Nextiva NEXT - NEXT Studio - Workflow Components
Expand each section below for detailed information about the NEXT studio components in that section. Click here to return to the main workflow article.
SMS Components
|
Component |
Purpose |
Common Use Case |
Available In |
|---|---|---|---|
|
SMS Message Consumer |
Starts a flow when an inbound SMS is received. |
Used to listen for customer-initiated SMS messages. |
Both Workflows and Functions |
|
SMS Wait For Messages |
Pauses the flow until a response is received. |
Used after sending a message to wait for a reply. |
Both Workflows and Functions |
|
SMS Forward To Agent |
Routes an incoming SMS to an available agent. |
Used when escalation from bot to human is needed. |
Both Workflows and Functions |
|
SMS Forward To Consumer |
Sends a system or agent reply to the customer. |
Used to send follow-up or resolution messages. |
Both Workflows and Functions |
|
Forward Bot Message to Consumer |
Sends a bot-generated message to the customer. |
Used to deliver automated chatbot responses via SMS. |
Both Workflows and Functions |
|
SMS Template |
Sends a predefined SMS message. |
Used to send standard replies (e.g., "Your request is confirmed"). |
Both Workflows and Functions |
|
SMS Cherry Picking |
Allows agents to manually assign unclaimed tickets. |
Used in shared inboxes for manual routing. |
Both Workflows and Functions |
|
Send SMS Template From Expression |
Sends a dynamic template based on logic or variables. |
Used when the template depends on input like plan type. |
Both Workflows and Functions |
|
Send SMS To Contact |
Sends an SMS to a saved contact in the system. |
Used for outbound updates to known users. |
Both Workflows and Functions |
|
Send SMS To Phone |
Sends an SMS to a raw phone number. |
Used for one-time messages where the contact isn’t saved. |
Both Workflows and Functions |
Email Components
|
Component |
Purpose |
Common Use Case |
Available In |
|---|---|---|---|
|
Send Email From Expression |
Dynamically sends an email using variable-based content and expressions. |
Used when the email message or recipient is determined based on flow logic. |
Both Workflows and Functions |
|
Send Email To Address |
Sends an email to a manually entered address. |
Used for one-time emails to external addresses. |
Functions only |
|
Send Email To Contact |
Sends an email to a contact saved in the system. |
Used when targeting known customers from CRM/contact lists. |
Functions only |
|
|
Sends a static, plain email message. |
Used for internal notifications or default messages. |
Functions only |
|
Email Voicemail |
Sends a voicemail recording as an email attachment. |
Used to notify agents or customers with missed call voicemails. |
Functions only |
|
Reply To Email |
Sends a reply to an existing email thread. |
Used to continue an open email conversation. |
Functions only |
|
Reply To Email From Expression |
Replies to an existing thread based on dynamic content or templates. |
Used when the response logic is conditional or template-driven. |
Functions only |
|
Email Content |
Defines the HTML or plain text content of an email. |
Used to construct rich-formatted messages before sending. |
Functions only |
|
Send Email |
Sends a predefined email (non-dynamic). |
Used when sending a standard static message. |
Functions only |
|
Forward as Email |
Forwards message content to another email address. |
Used to pass tickets or escalations via email. |
Functions only |
|
Forward Email |
Similar to “Forward as Email”, used for resending previous threads. |
Used for workflow-driven forwarding of agent or customer emails. |
Functions only |
|
Set Disposition |
Assigns a status or label to an email conversation. |
Used to categorize or end a thread with a final tag (e.g., “Resolved”). |
Functions only |
Voice Components
|
Component |
Purpose |
Common Use Case |
Available In |
|---|---|---|---|
|
Synthesize Text via Google TTS |
Converts dynamic or static text into speech using Google Text-to-Speech (TTS). |
Used to deliver spoken messages to callers dynamically, such as reading out a name or support status. |
Both Workflows and Functions |
|
Conference |
Connects the current caller to multiple participants in a conference. |
Used for escalation or supervisor intervention. |
Functions only |
|
Extend Call |
Increases the time a call can stay active before timing out. |
Used when holding a customer longer in a queue. |
Functions only |
|
Park Call |
Places the call on hold and makes it available to be picked up later. |
Useful for call parking systems where an agent can retrieve the call. |
Functions only |
|
Outbound Call Action |
Initiates an outbound voice call from the system. |
Used for scheduled callbacks or proactive customer calls. |
Functions only |
|
Take Back |
Retrieves a transferred call before it's answered by the recipient. |
Used if a call was mistakenly transferred or if escalation isn't needed. |
Functions only |
|
Play Voicemail Message |
Plays a prerecorded voicemail file to the caller. |
Used when routing calls to voicemail endpoints. |
Functions only |
|
Agent Dial |
Initiates an internal call to a specific agent. |
Used for cold transfers or internal escalation. |
Functions only |
|
Callback |
Schedules a callback for a customer from the queue. |
Useful for long wait times—offer a callback instead. |
Functions only |
|
Callback From Expression |
Schedules a callback using logic-based inputs (e.g., time slot). |
Used when callback numbers or times vary by workflow. |
Functions only |
|
Play & Collect Digits |
Plays a message and collects keypad input (DTMF). |
Used for menu selections like "Press 1 for billing, 2 for support." |
Functions only |
|
Play Prompt |
Plays a standard prompt or audio clip to the caller. |
Used for greetings, confirmations, etc. |
Functions only |
|
Terminate |
Ends the call and the flow. |
Used when no further routing or action is needed. |
Functions only |
|
Voicemail |
Routes the call to a voicemail inbox. |
Used after-hours or when agent queues are unavailable. |
Functions only |
|
Get User Voicemails |
Retrieves voicemails for a user. |
Used in backend logic or dashboard workflows. |
Functions only |
|
Direct Connect |
Bridges the call directly to another person or group. |
Used for direct transfers or connection workflows. |
Functions only |
|
Play Recording |
Plays a user-generated recording during a call. |
Used for disclaimers, hold music, etc. |
Functions only |
|
Anonymous Call Rejection |
Blocks calls without caller ID. |
Used to prevent spam or privacy-violating calls. |
Functions only |
|
State Abbreviation |
Extracts the U.S. state code from a phone number. |
Used for region-based routing. |
Functions only |
|
Cancel Voicemail |
Cancels a voicemail session in progress. |
Used to stop recording mid-session when conditionally routed. |
Functions only |
|
Get Digits |
Captures keypad input (DTMF) from the caller. |
Used when caller needs to enter an account number, PIN, etc. |
Functions only |
|
Direct Voicemail |
Routes the call directly to voicemail without ringing. |
Used for agents who prefer not to ring during off hours. |
Functions only |
|
External Transfer |
Transfers the call to an external number. |
Used when routing to third-party support lines. |
Functions only |
|
Play Voicemail Greeting |
Plays a greeting before sending the caller to voicemail. |
Used to personalize the voicemail experience. |
Functions only |
|
Play & Collect Digits From Expression |
Same as Play & Collect Digits, but dynamically selects the message and logic. |
Used for personalized IVRs based on user or session data. |
Functions only |
|
Play Music |
Plays hold music or background audio. |
Used while caller is in queue or waiting for agent pickup. |
Functions only |
|
Play Number |
Converts a number to audio and plays it. |
Used to confirm reference numbers or case IDs. |
Functions only |
|
Play Prompt from Expression |
Plays a prompt defined by a dynamic expression. |
Used for intelligent IVR experiences with conditional audio. |
Functions only |
|
Play Prompt Async |
Plays a prompt in parallel with other flow steps. |
Used to enhance performance in multitasking call flows. |
Functions only |
|
Recording |
Starts recording the call. |
Used for compliance or quality assurance. |
Functions only |
|
Save Voicemail Greeting |
Saves a recorded voicemail greeting to the agent profile. |
Used during setup or when updating greetings. |
Functions only |
|
Say |
Converts text to speech using a native engine. |
Alternative to TTS; used for speaking simple system messages. |
Functions only |
|
ACD Voicemail |
Routes a call to voicemail in an agent queue. |
Used when no agents are available in an ACD. |
Functions only |
|
ACD Voicemail From Expression |
Routes to ACD voicemail using logic expressions. |
Used for logic-based fallback handling. |
Functions only |
|
Play Collect Google TTS |
TTS prompt with digit input collection. |
Used when prompting users with dynamic values, and collecting responses. |
Functions only |
|
Set Conversation Recording |
Turns call recording on or off dynamically. |
Used to stop/start recording based on consent. |
Functions only |
|
Direct Connect No Answer |
Handles fallback when Direct Connect is unanswered. |
Used to reroute or leave voicemail if agent doesn't pick up. |
Functions only |
|
Prepare TTS Text |
Prepares dynamic text for speech synthesis. |
Used to clean up text before converting it to speech. |
Functions only |
|
Play TTS File |
Plays a stored TTS-generated audio file. |
Used to replay messages generated earlier. |
Functions only |
|
Resolve Caller-ID |
Displays or speaks the incoming caller's ID. |
Used in voice flows that announce caller details. |
Functions only |
|
Direct Connect Cancel |
Cancels an ongoing direct connect session. |
Used when caller hangs up or routing fails. |
Functions only |
|
Delete User Voicemail |
Deletes a voicemail from the user's inbox. |
Used in cleanup flows or by request. |
Functions only |
|
Mark User Voicemail Read |
Marks a voicemail as read. |
Used to update notification state. |
Functions only |
|
Listen User Voicemail |
Plays back a voicemail message. |
Used in dashboards or agent voicemail review. |
Functions only |
|
Play Voicemail |
Plays a saved customer voicemail to an agent. |
Used when reviewing or replaying messages in a Function. |
Functions only |
Primary Action Components
|
Component |
Purpose |
Common Use Case |
Available In |
|---|---|---|---|
|
Create/Update Ticket |
Creates a new support ticket or updates an existing one. |
Automatically generate a ticket from a missed call or update it based on agent activity. |
Both Workflows and Functions |
|
Execute Script |
Runs a JavaScript snippet to modify flow behavior dynamically. |
Use to validate inputs, calculate variables, or route based on logic. |
Both Workflows and Functions |
|
Custom API |
Sends data to or retrieves data from a third-party system via API. |
Look up customer records in Salesforce before routing the call. |
Both Workflows and Functions |
|
Execute Function |
Calls a reusable function block from within the workflow. |
Run a prebuilt module like “verify customer identity” without duplicating logic. |
Both Workflows and Functions |
|
Create Contact |
Adds a new contact record to the database. |
Capture a new lead during the first interaction and save it for future follow-up. |
Both Workflows and Functions |
|
Transfer to Virtual Agent |
Routes the conversation to an AI-powered Virtual Agent. |
Offload repetitive queries (e.g., "What's my order status?") to a chatbot. |
Both Workflows and Functions |
|
Transfer to Flow |
Switches the active workflow to another flow or campaign. |
Move an interaction to a fallback or specialized flow, such as billing escalation. |
Functions only |
Queue Components
|
Component |
Purpose |
Common Use Case |
Available In |
|
Skill Name |
Sets the skill level for users to determine routing priorities. |
Route workitems to agents based on predefined skill levels like "Spanish" or "Billing". |
Both Workflows and Functions |
|
Remove Skills |
Removes all skills currently associated with the workitem. |
Reset routing criteria if no agents are available under the original skill assignment. |
Both Workflows and Functions |
|
Queue Data |
Retrieves channel availability or agent counts for a specified queue. |
Monitor agent availability for queue-based routing logic. |
Both Workflows and Functions |
|
Queue Data From Expression |
Dynamically retrieves queue status using workflow variables or expressions. |
Retrieve queue data based on previous user input (e.g., region or language). |
Both Workflows and Functions |
|
Enter Queue |
Sends a workitem into a defined queue for routing. |
Queue incoming SMS, call, or chat based on predefined queue rules. |
Both Workflows and Functions |
|
Enter Queue from Expression |
Routes workitems to queues using a dynamic name or variable. |
Route users to different queues based on dropdown selection (e.g., product or tier). |
Both Workflows and Functions |
|
Enter Queue from Bot |
Allows a bot to place a workitem into a queue. |
Trigger queueing after bot escalation or fallback scenario. |
Both Workflows and Functions |
|
Exit Queue |
Removes a workitem from a queue. |
Use before transferring to voicemail or alternate path if no agents available. |
Both Workflows and Functions |
|
Overflow Queue |
Moves workitems to a fallback queue if primary queue is full/unavailable. |
Shift customers to another support line during high volume. |
Both Workflows and Functions |
|
Overflow Queue From Expression |
Dynamically determines overflow queue using expressions. |
Use customer region or segment to pick the right backup queue. |
Both Workflows and Functions |
|
Skills |
Attaches skill routing tags to workitems. |
Ensure agents with relevant knowledge receive the interaction. |
Both Workflows and Functions |
|
Find Sticky Agent |
Looks for the last agent the customer interacted with. |
Maintain continuity in service by routing to a familiar agent. |
Both Workflows and Functions |
|
Priority |
Assigns urgency to a workitem for queueing purposes. |
Prioritize VIP users or high-priority tickets for faster handling. |
Both Workflows and Functions |
|
Queue Announcement |
Plays an announcement while a customer is in queue. |
Share wait time, instructions, or greetings while customer is waiting. |
Both Workflows and Functions |
Transition Components
|
Component |
Purpose |
Common Use Case |
Available In |
|
Transition |
Moves the workitem from the current workflow to a new defined workflow. |
Used to switch customer journeys mid-interaction based on routing or business logic. |
Both Workflows and Functions |
|
Transition By Name |
Moves the workitem to a specific workflow by referencing the workflow name. |
Use when you have the workflow name dynamically stored or passed in as a variable. |
Both Workflows and Functions |
|
Transition if blocked |
Triggers a transition only if the current flow path is blocked or fails. |
Add fallback routing logic when primary action fails. |
Both Workflows and Functions |
|
Forward to an agent/inbox |
Moves the workitem directly to a specific agent or shared inbox. |
Used in escalation workflows or VIP routing to route tickets to named inboxes or people. |
Both Workflows and Functions |
Workflow Logic & Action Components
|
Component |
Purpose |
Common Use Case |
Available In |
|
Create conversation |
Starts a new chat-based interaction with a user. |
Used to initiate a personal or support conversation thread within the system. |
Functions only |
|
Create Leads |
Adds new lead entries to the CRM or lead system. |
When new customer details are gathered via a bot or form. |
Functions only |
|
Add Lead |
Adds a single lead to the system with custom attributes. |
Used during contact forms or interest-based lead qualification. |
Functions only |
|
Start / Stop List |
Starts or stops campaign lists or lead processing. |
Enables or halts a dialer or outreach list dynamically. |
Functions only |
|
Set Consent |
Sets consent preferences for a contact. |
Used when a customer opts into or out of communication channels. |
Functions only |
|
Get Consent |
Retrieves the consent status of a contact. |
Used to check opt-in status before sending messages or calling. |
Functions only |
|
Create Contact |
Creates a new contact profile in the system. |
Used when collecting new customer details from incoming workflows. |
Functions only |
|
Contact |
Looks up or retrieves existing contact details. |
Used for personalization and pre-populating forms or actions. |
Functions only |
|
Update Contact |
Edits an existing contact’s attributes. |
Updating phone numbers, email, or preferences. |
Functions only |
|
Lead Attempts Count |
Tracks how many times a lead has been attempted. |
Helps enforce contact policies or optimize outreach timing. |
Functions only |
|
Get Lead Attempts |
Returns the number of lead interactions. |
Used in decision logic for whether to continue contacting a lead. |
Functions only |
|
Lead Update |
Updates lead-specific information. |
Modifying lead status or score after a conversation. |
Functions only |
|
Message History |
Fetches historical chat or message interactions. |
Reviewing past communications before initiating a response. |
Functions only |
|
Lead |
Retrieves lead information based on ID or attributes. |
To check progress or update in real-time engagement flows. |
Functions only |
|
Create Salesforce Case |
Integrates with Salesforce to generate a support case. |
When a customer query needs escalation or formal tracking in Salesforce. |
Functions only |
|
Start Timer |
Begins a timer for time-based logic. |
Used in surveys or reminder flows. |
Workflows only |
|
Save Variable |
Saves a variable in the workflow’s context. |
Storing customer input like ticket number or name for later use. |
Workflows only |
|
Return To Workflow |
Redirects control back to the primary workflow. |
After executing a function or subflow, it returns the user to the main path. |
Workflows only |
|
Simple Menu |
Presents a basic IVR or menu-based choice. |
“Press 1 for Billing, 2 for Tech Support” logic. |
Workflows only |
|
Set Language |
Sets preferred language for the current flow. |
Routing multilingual callers to localized experiences. |
Workflows only |
|
Start Keep Alive |
Prevents sessions from expiring prematurely. |
Keeps the browser session or call live while processing. |
Workflows only |
|
Stop Keep Alive |
Ends the keep-alive timer. |
Allows the session to timeout naturally. |
Workflows only |
|
Survey |
Initiates a post-interaction customer survey. |
Used for CSAT or feedback collection. |
Workflows only |
|
Regex |
Runs a regular expression on an input. |
Validating inputs like email or phone number. |
Workflows only |
|
Time Event |
Triggers an action based on a time condition. |
Used to delay, pause, or transition after a timeout. |
Workflows only |
|
Survey From Expression |
Dynamically launches a survey based on expression logic. |
When a condition is met, like “if queue wait time > 2 mins”. |
Workflows only |
|
Get Names |
Retrieves user or contact names from the system. |
For personalization or when merging data across flows. |
Workflows only |
|
Set Global Variable |
Assigns a value to a global variable shared across workflows. |
Storing company name or session-wide attributes. |
Workflows only |
|
Get Global Variable |
Retrieves values stored in global variables. |
Used to apply or conditionally act based on previously stored data. |
Workflows only |
|
Execute Flow |
Calls another flow from within the current workflow. |
Used for modular design or reusing common processes like verification. |
Workflows only |
AI Components
|
Component |
Purpose |
Common Use Case |
Available In |
|
Predict Category |
Uses Google’s ML model to classify text input and assign a category label. |
Automatically categorizes SMS, chat, or email content to determine appropriate routing or escalation. |
Both Workflows and Functions |
|
Translate |
Translates incoming text to another language. |
Used when an agent or workflow needs to handle customer messages in a different language. |
Both Workflows and Functions |
|
Detect Language |
Identifies the language of a given text input. |
Automatically determines customer’s language before routing to an agent or sending an auto-reply. |
Both Workflows and Functions |
|
Generative AI |
Uses AI to simulate bots or generate smart text responses. |
Auto-generates replies for chatbots or agents during interactions to reduce manual typing. |
Both Workflows and Functions |
|
Summarize Transcription |
Condenses long transcriptions into shorter summaries. |
Provides quick overviews of voice call transcripts for agent notes or CRM records. |
Both Workflows and Functions |
Integration Components
|
Component |
Purpose |
Common Use Case |
Available In |
|---|---|---|---|
|
Send Microsoft Teams Message |
Sends a custom message to a specified Microsoft Teams channel. |
Notify an internal team via Teams when a high-priority customer ticket is created. |
Both Workflows and Functions |
|
Debug Workitem Via Slack |
Sends detailed debug information of a workitem to a Slack channel. |
Used during development or QA to monitor workflow data or trigger points. |
Both Workflows and Functions |
|
Send Slack Message |
Sends a plain text message to a designated Slack channel. |
Used to notify Support or Engineering teams about specific workflow triggers or escalations. |
Both Workflows and Functions |
Notification Messaging Components
|
Component |
Purpose |
Common Use Case |
Available In |
|---|---|---|---|
|
Alarm |
Raises a compliance alert for a specific user or workitem. |
Used to flag critical compliance or SLA events on dashboards. |
Both Workflows and Functions |
|
Agent Notification |
Sends a visual pop-up notification to agents in the UI. |
Used to notify agents about urgent ticket updates, escalations, or internal messages during interactions. |
Both Workflows and Functions |
Payment Components
|
Component |
Purpose |
Common Use Case |
Available In |
|---|---|---|---|
|
Get Temporary Credit Card Token |
Generates a token via Moneris to securely process credit card payments. |
Collecting payment details during a customer call or chat without storing sensitive card data. |
Both Workflows and Functions |
|
Connect Workitem |
Reconnects the workitem to the agent who originally handled it. |
When a payment IVR completes, it returns the session to the same agent who initiated the transaction. |
Both Workflows and Functions |
|
Notify NPA |
Triggers a notification to the Nextiva Payment Application (NPA). |
Used when a payment is completed and needs to be recorded or followed up in the external system. |
Both Workflows and Functions |
Dialogflow Components
|
Component |
Purpose |
Common Use Case |
Available In |
|
Message Bot |
Sends a message to the Dialogflow bot or triggers an intent via Event. |
Trigger an intent or continue a bot conversation from a chat or SMS workflow. |
Both Workflows and Functions |
|
Wait for messages |
Waits for an incoming Dialogflow webhook response. |
Used in a Webhook state to listen for Dialogflow's response based on a customer’s input. |
Both Workflows and Functions |
|
Response to Dialogflow |
Builds and sends a response back to Dialogflow, often using variables or events. |
Deliver a bot reply or trigger a follow-up Dialogflow intent using an Event value. |
Both Workflows and Functions |
|
Transfer to Dialogflow |
Routes a telephony call to Dialogflow via a Phone Gateway. |
Connects a voice call to a Dialogflow-powered IVR experience. |
Both Workflows and Functions |
|
Retrieve the call |
Ends Dialogflow telephony interaction and returns call to the Thrio workflow for next actions. |
Used when customer opts to speak to an agent; call returns from bot to Thrio for queue routing. |
Both Workflows and Functions |
Conversation Components
|
Component |
Purpose |
Common Use Case |
Available In |
|
Notify Participants |
Sends notifications to selected participants in a conversation. |
Used to alert specific users (like agents or supervisors) about updates in a conversation. |
Both Workflows and Functions |
|
Add Mentions |
Adds mention tags for specific users in the conversation. |
Used to direct a message or note to a specific user (e.g., @John) in a shared thread. |
Both Workflows and Functions |
|
Link Video Meeting to Conversation |
Links a scheduled or ongoing video meeting to the current conversation. |
Useful when an escalation requires a video call and needs to be tracked in the chat thread. |
Both Workflows and Functions |
|
Dispose Video Meeting Resources |
Releases or ends the resources tied to a video meeting. |
Used to clean up after a video session ends to ensure resources aren't held unnecessarily. |
Both Workflows and Functions |
|
Add Video Meetings Message to Conversation |
Adds system-generated video meeting details/messages into the thread. |
Inserts a meeting summary or link into the conversation, often for historical or quick access. |
Both Workflows and Functions |
|
Attach ICS File to Video Meeting |
Adds a calendar invite file (ICS) to the video meeting object. |
Allows the customer or internal team to easily add the meeting to their calendar. |
Both Workflows and Functions |
Chat Components
|
Component |
Purpose |
Common Use Case |
Available In |
|
Forward to bot |
Sends a message from the workflow to an integrated bot. |
Initiates a bot conversation or sends customer input to a bot. |
Functions only |
|
Enable Bot Flow |
Activates the chatbot flow during the conversation. |
Enables routing into bot-based flows within a function. |
Functions only |
|
Forward to agent |
Forwards a chat message to a live agent. |
Used to hand off the conversation from the bot to an agent. |
Functions only |
|
Forward Bot Response |
Sends the message from the bot (via webhook) to the consumer. |
Displays bot replies in chat. |
Functions only |
|
Forward to consumer |
Sends a defined message directly to the consumer. |
Sends a message without a bot or agent source (e.g., static responses). |
Functions only |
|
Chat Message Agent |
Sends a message to the agent within a chat workitem. |
Used for instructions, context, or previews before responding to customers. |
Functions only |
|
Chat Message Consumer |
Sends a pre-defined message to the customer within the chat. |
Provides instructions, prompts, or buttons during chat interactions. |
Functions only |
|
Chat Push Information |
Pushes structured information to the chat window. |
Used for form-based inputs, summaries, or card displays in chat. |
Functions only |
|
Stop push page |
Ends a current chat push interaction or removes displayed information. |
Removes a previously displayed form or push card from the chat interface. |
Functions only |
|
Wait Chat Message |
Waits for the next user message to trigger subsequent steps. |
Used after bot prompts to pause for user input. |
Functions only |
|
Notification To Survey |
Sends a notification or redirect to a post-chat survey. |
Automatically invites customers to rate their support experience after the interaction ends. |
Functions only |
Social Components
|
Component |
Purpose |
Common Use Case |
Available In |
|---|---|---|---|
|
Forward Social Reply |
Sends the agent’s reply on a social message back to the consumer. |
Used to respond to Facebook post or DM via the same channel (e.g., comment reply, DM reply). |
Functions only |
|
Social Like |
Sends a "like" response on the social post or message. |
Used to engage with customers by liking their post or message directly via the platform (e.g., Facebook). |
Functions only |
|
Social Delete |
Deletes the social post that created the workitem. |
Used to remove inappropriate or resolved public messages from the social feed. |
Functions only |
|
Social Action |
Performs a platform-native action on a social post (like, share, etc.). |
Useful when combining multiple social engagement actions in a workflow. |
Functions only |
Variables Components
|
Component |
Purpose |
Common Use Case |
Available In |
|---|---|---|---|
|
Set Global Variable |
Defines a global variable that can be used across multiple workflows or functions. |
Store a campaign-wide preference like language or region. |
Functions only |
|
Get Global Variable |
Retrieves the value of a previously stored global variable. |
Pull in a saved preference like last known region or support tier for reuse. |
Functions only |
|
Get Names |
Captures agent names using digits or voice and returns a list of matching agents. |
Customer enters digits for an agent's name to be connected. |
Functions only |
|
Start Keep Alive |
Begins a timer for customer response. If no response is received within the set time, the workitem expires. |
Wait for customer reply in SMS or chat; expire session if unresponsive. |
Functions only |
|
Survey |
Initiates a predefined survey sequence to collect feedback or info. |
Launch post-call customer satisfaction survey. |
Functions only |
|
Survey From Expression |
Launches a survey dynamically based on logic or variable input. |
Send different surveys depending on queue or call type. |
Functions only |
|
Execute Flow |
Runs a different workflow inside the function. |
Trigger a new flow when a specific logic condition is met. |
Functions only |
|
Return To Workflow |
Ends the function and returns the workitem to the original workflow where it was called. |
Complete validation function and return user to the main queue. |
Functions only |
|
Stop Keep Alive |
Cancels the keep-alive timer that was set earlier. |
Cancel timeout monitoring if the user responds before the timer ends. |
Functions only |
|
Regex |
Performs pattern matching (e.g., validate string, phone number format). |
Check if input matches an expected format before proceeding. |
Functions only |
|
Save Variable |
Stores a value or result in memory during the session for use later in the workflow. |
Save DTMF input or decision state to use in branching logic. |
Functions only |
|
Set Language |
Changes the language for prompts, transcripts, and system messages in the workflow. |
Switch to Spanish or other language if customer selects that in IVR. |
Functions only |
|
Simple Menu |
Provides a customizable IVR menu experience within a function. |
Use in IVR to guide caller through numeric options with retries, timeouts, and branching. |
Functions only |
|
Start Timer |
Begins a timer to track a specific action or delay in a workflow. |
Measure how long a user stays in a queue or how long they take to complete an action. |
Functions only |
|
Time Event |
Records a time-based event in the workitem history for reporting and logic decisions. |
Capture how long a workitem stayed in a given state (e.g., call ringing or IVR prompt). |
Functions only |
Contact Components
|
Component |
Purpose |
Common Use Case |
Available In |
|
Set Consent |
Records customer consent status for communication. |
Used for legal compliance before sending messages. |
Workflows only |
|
Contact |
Retrieves contact details. |
Used to fetch a customer profile. |
Workflows only |
|
Create Contact |
Creates a new contact record. |
Used when onboarding a new lead or customer. |
Workflows only |
|
Update Contact |
Updates existing contact information. |
Used to maintain accurate customer data. |
Workflows only |
|
Lead Attempts Count |
Tracks how many times a lead has been contacted. |
Used to prevent over-contacting a prospect. |
Workflows only |
|
Lead Update |
Updates lead information with new data. |
Used during progressive engagement with leads. |
Workflows only |
|
Start / Stop List |
Adds or removes a lead/contact from a workflow list. |
Used for excluding contacts from further messaging. |
Workflows only |
|
Add Lead |
Adds a new lead to the system. |
Used by sales or marketing teams for prospecting. |
Workflows only |
|
Get Consent |
Retrieves consent preferences from contact profile. |
Used to conditionally send outreach based on consent. |
Workflows only |
|
Message History |
Retrieves past message history for a contact. |
Used to review conversation context. |
Workflows only |
|
Get Lead Attempts |
Fetches the number of prior contact attempts on a lead. |
Used for tracking engagement history. |
Workflows only |
|
Lead |
Pulls full lead details. |
Used in advanced logic flows needing detailed lead context. |
Workflows only |
|
Create Leads |
Creates multiple leads or lead objects. |
Used for batch lead imports or group additions. |
Workflows only |
|
Create conversation |
Initiates a new message thread or interaction. |
Used to begin new tickets or conversations with a contact. |
Workflows only |
|
Create Salesforce Case |
Creates a case in Salesforce from within the workflow. |
Used for syncing support cases to Salesforce CRM. |
Workflows only |
Logic and Condition Components
|
Component |
Purpose |
Common Use Case |
Available In |
|---|---|---|---|
|
If/else |
Evaluates conditions to determine which path a workflow should follow. |
Used to branch a flow based on user input, variables, or expression logic. |
Workflows only |
|
Business hours |
Checks if the current time is within configured business hours. |
Used to route calls or messages differently during working vs. non-working hours. |
Workflows only |
Support Components
|
Component |
Purpose |
Common Use Case |
Available In |
|---|---|---|---|
|
Create Support Ticket |
Creates a new support ticket within the system to track issues |
Used to log an issue or inquiry for follow-up by the support team or to start a case record |
Workflows only |