Hand Over the Grind to Workflow Automation

Imagine your customer journey as a perfectly choreographed sequence, effortlessly running on autopilot. CloudTalk’s Workflow Automation makes it happen—handling the busywork so you can focus on growing your business, your way.

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See Automation Deliver Real Results

40% Cost Savings

Save money by automating manual effort and streamlining customer interactions.

50% Productivity Boost

Allow agents to focus on high-value interactions and handle more tasks without a hitch.

20% Higher CSAT

Provide faster responses and personalized support for a better customer experience.

We’ve helped thousands of global companies

Case studies featuring customers who are building faster.

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Revolutionizing Revolut’s Efficiency and Saving 40+ Hours

“Thanks to CloudTalk’s reliability, we could improve sales teams’ performance and close more deals than we could have ever imagined.”

Jamie Devlin
Head of Operations

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Increasing productivity for 200 customer support agents

“With CloudTalk’s Analytics I now get to see every step of the way. We can find discrepancies and gain a much better understanding of our teams.”

Nelly Donnelly
Service Delivery Manager

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Delivering success for Glovo’s customer support team

“CloudTalk improved our team’s cost and efficiency. The script feature allows us to lead the calls in a much more systematic way.”

Yohann Bensadoun
Global Supply Growth

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Scaling outbound calls for MyHeritage 158 sales agents

“We have seen a significant increase in our outbound call volume. We can now reach out to more prospects and customers than ever before.”

Elay Sasson Call
Center Manager

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Step Inside the
Workflow Automation

Take an interactive tour and discover how easy it is to build the perfect call workflow.

What is Workflow Automation?

Ever feel like your team’s stuck on repeat? Workflow Automation handles the usual chores—call routing, follow-ups—so your agents can actually talk to customers.

In other words, it’s a system that completes tasks without the need for human input. It can apply to customer interactions, as well as the many behind-the-scenes workflows and processes that are essential to call center operations.

With automated processes in place, your team spends less time on manual work and more time building meaningful customer relationships, increasing efficiency, and delivering top-tier service.

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See How Automation Transforms Your Operations

Explore how automation tackles real-world challenges, from customer support to sales, and transforms your everyday operations.

Automated Ticketing for Customer Support – Categorizes and prioritizes requests automatically, ensuring faster resolution and improved response times.
Lead Assignment Automation for Sales Teams – Instantly assigns leads to the right sales reps based on criteria like location and industry to accelerate the sales process.
Smart Call Routing for Call Center Operations – Directs customers to the most qualified agent, reducing wait times and improving issue resolution.
Automated Follow-Up Emails for Customer Engagement – Sends personalized follow-ups after interactions, keeping customers engaged and driving conversions effortlessly.

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Benefits of Workflow Automation

Harness the Full Power of Automation

Scale Without Limits

Whether you’re managing a few daily support tickets or running a high-volume call center, automation grows with you. It adapts to your operations, allowing you to handle increasing workloads, onboard more customers, and streamline processes without adding extra overhead.

Boost Efficiency & Cut Costs

Automating manual tasks eliminates bottlenecks, speeds up workflows, and reduces reliance on time-consuming processes. By minimizing repetitive work, businesses lower operational costs while freeing up teams to focus on higher-value activities that drive growth.

Ensure Accuracy & Stay Compliant

Automation enforces standardized workflows, reducing the risk of human errors and ensuring data security. It also helps businesses comply with industry regulations by maintaining secure, traceable, and auditable records, minimizing risk and enhancing trust.

Keep Data Connected Across Systems

Integration with CRMs, helpdesks, and other essential business tools ensures smooth data exchange across systems. This creates a unified workflow where information flows effortlessly, improving collaboration, visibility, and decision-making across teams.

How to Set Up Workflow Automation in CloudTalk?

Log into your CloudTalk account and navigate to Account > Workflow Automation.
Click on Add Workflow, assign a label, and confirm to start configuring your automation.
Select the trigger that will initiate the workflow, such as a call starting or a message being sent.
Add conditions to specify criteria that must be met for the workflow to proceed, like call duration or specific contact tags.
Determine the actions to be executed automatically when conditions are met.
Save your workflow and toggle the activation switch to enable it.

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Features

Other features you might like

Flagship Feature

Call Flow Designer

Easily design your inbound calling journey to meet the specific needs of your business and customers’ expectations.

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Flagship Feature

Interactive
Voice Response

Streamline your callers’ journey with a multi-level IVR menu and lead them where they need to be.

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Skill-Based Routing

Assign custom skills to your agents or teams and route customer calls automatically based on their unique expertise.

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Caller-Based Routing

Route customers automatically based on factors like agent skills and skill levels, custom fields and even CRM or HelpDesk info.

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Frequently asked questions

Everything you need to know about the product and billing.

Why use Workflow Automation?

Cloud workflow automation helps businesses streamline their processes by automating repetitive and time-consuming tasks. This not only reduces human error but also speeds up operations.

What is workflow automation software?

Call center workflow automation software is a tool that enables businesses to automate a series of tasks and processes based on predefined rules and triggers. It manages workflows by orchestrating various tasks.

How does workflow automation software work?

Workflow automation software works by mapping out a process, defining the tasks involved, and setting up triggers and conditions that automatically execute these tasks.

What is the difference between workflow automation and RPA?

Workflow automation focuses on automating entire processes and managing the flow of tasks between different people and systems. Robotic Process Automation (RPA), on the other hand, uses software bots to automate specific, repetitive tasks that are usually performed by humans, such as data entry or copying information between systems.

How do you create workflow automation?

The steps of workflow automation typically include (1) identifying and mapping out the process you want to automate, (2) defining the tasks and sequences involved, (3) setting up rules and triggers for automation, (4) testing the automated workflow, and finally, (5) monitoring and refining the workflow over time to optimize performance.

How does workflow automation help CRM systems run smoothly?

Workflow automation for call centers enhances CRM systems by automating repetitive tasks such as data entry, lead assignment, follow-up reminders, and customer segmentation.

What are the three basic components of workflow?

The three basic components of workflow are tasks, triggers, and rules. Triggers are the events that initiate a workflow, such as receiving an email or completing a form. Rules define the logic that guides the flow of tasks, determining how and when each task is executed. Together, these components create a structured, automated process.