Steps overview
Each spinner is a chain of steps. Pick steps based on the job, not on using every feature.
Common steps
Section titled “Common steps”| Step | Use when you need to… |
|---|---|
| Log | Print a message or field value for testing |
| AI agent | Draft text, classify, or extract fields with an LLM |
| Function tool | Run small custom JavaScript per row |
| API call | Call an external HTTP API |
| Tag / disposition | Save a disposition or tag on the outcome |
| WhatsApp / SMS / Email / Voice | Send on a channel |
| Human agent call | Route to the dialler for a person |
Design tips
Section titled “Design tips”- Start with Log while learning templates.
- Put AI agent before channel sends when you need generated text.
- End with Tag so Records shows a clear disposition.
- Keep metadata fields minimal so steps stay simple.