---
title: AI Call Workflows & Automation | Saloma AI
description: Build AI call workflows to collect details, update records and send follow-up messages. Connect approved business tools and review each action.
canonical: https://saloma.cosinechat.com/platform/workflows/
updated: 2026-10-26
---

- [Home](https://saloma.cosinechat.com/)

- [Platform](https://saloma.cosinechat.com/platform/)

- Call workflows

Platform / Call workflows

# AI call workflows that get things done.

Don’t just answer, take action. Your AI agent collects details, checks information and runs approved steps in your systems. Update a record, check a calendar or send a WhatsApp message.

Updated 26 October 2026

At a glance

- Build call steps in a visual editor

- Connect approved business systems

- Review actions and failed steps

How it works

## Example: follow up on a customer request.

- 01 Collect details The agent asks for the information your workflow needs.

- 02 Check the rules Your workflow checks the inputs, permissions and connected account.

- 03 Run the action Update a record, check an appointment time or send an approved message.

- 04 Review the result Your team can inspect the steps and check failed or uncertain actions.

Call workflows & integrations

## Set the steps your AI agent follows.

Build call workflows in a visual editor. Collect details, connect your systems and choose what happens next. Review the actions taken during each call.

- Choose the call steps in a visual editor. Use speech or keypad input, decisions, transfers, recordings and reusable groups of steps. Run supported workflows before, during or after a call. Set paths for success and failure.

- Connect approved business tools. Developers can use REST APIs, which let systems exchange data, and MCP, a standard for connecting AI to tools. Messaging options include WhatsApp Cloud, Telegram and email. Omni / Chatwoot supports outbound WhatsApp templates, email, SMS and API inboxes.

- Start with 50 providers selected by platform administrators. This is not a fixed limit. More supported providers can be enabled. Connect customer relationship management (CRM), calendars, messaging, online stores and data tools after setup and approval.

- Test your Omni connection before use. Find available inboxes and message templates. Choose which channel to try next if sending fails. Supported sending paths check blocked recipients and control retries.

- Follow a release checklist before publishing. Check connections and approve a workflow version. Live agents and campaigns keep their selected version until you choose to update it. Saving a draft does not change a live workflow.

- Review each step and connected action. Check usage records, waiting jobs, failed steps and service status. Supported replay controls reuse saved tool results. If message delivery is uncertain, Saloma flags it for review before you resend.

- Reuse templates and compare versions. Test steps without making live changes, using sample responses from connected tools. Developers can also manage workflows through authenticated APIs and the MCP authoring interface.

Each connection needs provider setup and permission. Tests with sample responses do not check live account access. Omni supports outbound workflow messages, not two-way contact sync or a shared chat inbox. A test is not proof that a live action will succeed.

Keep exploring

## Want to know more?

Ready when you are

## Let Saloma answer your next call.

Tell us how your calls work today. We will show you Saloma handling them, in your languages and with your tools.

Can’t wait? Tap the green call button and talk to Saloma now.

Already a customer? Sign in to manage your agents and calls.

[hey@ordinexis.com](mailto:hey@ordinexis.com)