Trigger
Visitor asks a question or starts a workflow.
AI Workflow Automation
Build two-way chatbot workflows that collect, decide, and act
CallVert workflows let the chatbot ask questions, capture lead data, make decisions, respond with AI, trigger CRM actions, notify teams, and call developer APIs.
AI/CoreCRMCommunicationWebhook/API
Collect
AI asks the next best question and stores fields.
Decide
Branch by intent, answer, source page, or verification.
Sync
Create a lead, notify a team, or call an API.
What is an AI chatbot workflow?
An AI chatbot workflow is a sequence of conversation and automation steps. It can start from visitor intent, ask follow-up questions, validate answers, trigger integrations, and create structured lead or support records with the full transcript.
Connection Modes
Different modes for AI communication and automation
AI / Core
Send bot responses, collect information, classify intent, and branch conversation logic.
CRM
Create leads, update contacts, attach transcripts, and move records into pipelines.
Communication
Send email, Slack, SMS, WhatsApp, or internal alerts when a workflow reaches a key point.
Data and Tables
Read or write structured rows for lead routing, lookup, reporting, and team operations.
Developer
Use webhook/API actions to connect custom systems, order data, account data, or internal apps.
Authentication
Pause protected steps until the visitor is verified through email OTP or signed sessions.
Lead Capture
Get leads from each workflow
Every workflow can produce a structured lead record, not just a chat transcript.
- Collect required fields based on category and visitor intent.
- Score the lead using conversation signals and selected answers.
- Attach transcript, source page, workflow name, and selected tags.
- Sync to CRM, Slack, email, Google Sheets, or webhook/API.
| Workflow | Captured lead fields |
|---|---|
| Demo request | Name, email, company, role, use case, preferred time |
| Quote request | Service, budget, timeline, location, phone, email |
| Order support | Order number, email, reason, urgency, status |
| Enterprise inquiry | Company size, integration needs, security requirements |
FAQ
Questions this page answers
Yes. A workflow can collect fields, create a lead record, attach the transcript, and sync to CRM or another tool.
Yes. Developer steps can send webhook/API payloads to custom systems when live or private business logic is needed.
Yes. Decision logic can branch based on intent, collected fields, source page, category, or verification state.
Turn conversations into automated business actions.
Build workflows that ask, decide, sync, notify, and respond in real time.