Workflow Builder — KREO CONNECT

Node Library

Drag nodes to canvas

Triggers

Trigger

Start workflow

Logic

Condition

If/Else branch

Delay

Wait period

Actions

Action

Send message

Human Handoff

Transfer to agent

Endpoints

End

Complete workflow

Trigger

Appointment Booked

Source: Appointment System
Event: New booking

Delay

Wait 24 Hours

Duration: 24 hours
Before: Appointment date

Action

Voice Reminder

Channel: Voice Call
Template: Reminder Script

Condition

Patient Responded?

Check: Call answered
Confirmed: Appointment

YES

End

Confirmed

Status: Success
Mark as: Completed

Human Handoff

Escalate to Staff

Team: Front Desk
Priority: High

Node Configuration

Trigger Settings

Node Name

Trigger Source

Select what starts this workflow

Event Type

Filter Conditions (Optional)

Add conditions to filter when this trigger fires

Action Type

Voice Call

SMS

Channel Fallback Logic

Voice Call

SMS

Drag to reorder fallback channels

Condition Settings

Condition Type

If Expression

Else (Default Path)

Simulation Mode

Simulate Failure

Test Patient

Rajesh Kumar

Phone+91 98765 43210

Email[email protected]

AppointmentJan 15, 10:30 AM

DoctorDr. Priya Sharma

DepartmentCardiology

Step-by-Step Execution

Trigger: Appointment Booked

New booking received for Jan 15

0.2s

Delay: Wait 24 Hours

Simulated: Waiting period complete

0.1s

Action: Voice Reminder

Calling +91 98765 43210...

Running...

Condition: Patient Responded?

Waiting for action result

—

End: Confirmed

Pending condition result

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