Connecting workflows to SAMI Bots

Workflows and SAMI Bots work together in two directions: a bot can enroll new leads into a workflow that dials them, and a workflow can run after a bot finishes a call. This article covers both, plus the publish check that keeps them in sync.

Have a bot enroll and dial leads

When you want a bot to reach new leads, build the calling cadence as a workflow and point the bot at it. The bot becomes the enroller; the workflow does the outreach.

1. Build the outbound workflow

   In Workflows, create a workflow that includes at least one AI Phone Call, SMS, or email step. Only workflows with one of those steps are eligible to be a bot's outbound cadence.

2. Add a Sami Bot trigger

   Open the workflow's trigger panel and add the Sami Bot trigger. This is what lets a bot enroll contacts into the workflow.

3. Link the workflow on the bot

   In SAMI Bots, open the bot and go to the Outbound workflow section. Under "Which workflow should new leads enter?", select this workflow.

4. Publish and test

   Publish the workflow. New leads assigned to the bot now enter the workflow, and the AI Phone Call step places the call.

Run a workflow after a call is analyzed

Use the Call Analyzed trigger when you want a workflow to fire after a bot call completes and SAMI has scored the outcome — for example, to text a follow-up or update the Pipeline stage.

1. Add the Call Analyzed trigger

   In your workflow, add the Call Analyzed trigger.

2. Choose which bot's calls fire it

   In the trigger's SAMI Bot field, select which bot's calls should trigger this workflow. Transfer outcomes are detected automatically; other outcome criteria are configured on the bot itself.

3. React with outcome-aware steps

   Add a Run Bot Outcome Actions step to apply the post-call actions you've set up on the bot — like marking a lead qualified, adding a tag, creating a task, or adjusting the lead score — without rebuilding that logic in the workflow.

Which connection should I use?

Reach for the Sami Bot trigger when the bot should do the calling: it enrolls leads and the workflow's AI Phone Call step dials them. Reach for the Call Analyzed trigger when you want follow-up automation to run after a call the bot already made. Many teams use both — one workflow to dial, another to react. To see who entered each workflow and where they are, check enrollments and run history from the Workflows page.

Related articles

• Choosing a trigger to start your workflow
• Managing who is enrolled in a workflow
• Publishing and activating a workflow