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Mango9

Workflows

Keep enquiries moving with automatic follow-up, staff assignments, reminders and AI calls.

In the CRM: Workflows → All Workflows

Give every enquiry a next step

A workflow is a set of instructions Mango9 follows when something happens in your business. For example, a new lead can start a follow-up task, a customer text can start a reply process, or a completed AI call can notify the sales team. You decide what starts the process and what happens next.

Telnyx is your carrier for the numbers you buy, calls and text messages. Mango9 connects those communications to your contacts, staff and buyer extensions, AI agents and campaigns. Workflows help your team act on the interest your marketing generates.

All Workflows in an account before its first workflow is created. Select the image to enlarge it.

Find and manage your workflows

  1. Search by workflow name or description. Use the status and trigger filters to narrow the list.
  2. Choose a category such as Sales, Marketing or Support to focus on that part of the business.
  3. Open a workflow’s three-dot menu to Edit its steps, View Jobs, Activate or Pause it, or Duplicate it for another process.
  4. Use Create Workflow to build the steps yourself, or AI Builder to describe what you want in plain language.
Find and manage your workflows
Status or measureWhat it tells you
DraftA saved workflow being prepared for use.
ActiveThe workflow is enabled for its matching events.
PausedThe workflow has been taken out of active use.
JobsIndividual runs of the workflow, with progress and results.
Success Rate and Error RateThe share of completed or failed runs in each outcome; these are workflow results, not sales conversion rates.

Connect the process to your marketing

A home-services campaign can capture a lead, assign a salesperson, send a short acknowledgement and create a task to arrange an estimate. An appointment business can follow an AI conversation with a staff notification. A lead seller can use campaign activity to keep the team informed after a delivery or sale.

Set buyer pricing, delivery, capacity and call sales in Sell Leads & Calls. Use workflows for the follow-up around those campaigns. This keeps the sales agreement, communication and staff responsibilities clear.