Workflow Actions
Choose what Mango9 should do after an enquiry, message or other event.
In the CRM: Workflows → Create Workflow → Add Steps
Build around the next useful action
Each card performs one part of the process. Give cards descriptive labels so your team can understand the sequence at a glance, such as “Text an acknowledgement,” “Assign a salesperson” or “Create an estimate follow-up.”
Choose actions for your business
| Action | How to use it |
|---|---|
| Send SMS | Choose From Number and enter a short message with contact details such as {{first_name}}. |
| Send Email | Choose an email template and the SMTP sender that should deliver it. |
| Add Delay | Wait a chosen number of minutes, hours, days or weeks. |
| Add Condition | Compare a contact or event value and choose the next step for each result. |
| Assign/Share Lead | Assign staff ownership or share an enquiry with selected staff. |
| Create Task | Set a title, assignee, priority and deadline, with a named time zone and optional weekend handling. |
| Notify Team / Send Push Message | Tell the intended team member about the enquiry or next action. |
| Update Contact / Add Note | Keep the record current and leave context for the next person. |
| Add to Group / Remove from Group | Organize contacts for the next stage of marketing or follow-up. |
| Update Lead Score | Increase, decrease or set the score used to prioritize leads. |
| Create Appointment | Create the configured appointment with its title, duration and timing. |
| Voice AI Call | Choose an outbound AI agent and its call-result and retry settings. |
| Google Ads Conversion | Use the conversion feedback setup prepared in Connections. |
Make text follow-up personal and consistent
Telnyx carries the text from your connected number. From Number can use a selected business number or Auto to match the last conversation number with that contact. Choose the intended number for a first-contact campaign.
The Message field holds the text for this step. Use the Dynamic Variables shown in the builder to insert details such as a first name. Keep reusable wording in Messaging → SMS Templates for your team; copy the appropriate wording into the workflow message and check its variables.
For an ongoing AI conversation, set up the AI agent’s SMS handling and business instructions in AI Agents. A fixed Send SMS step is useful for an acknowledgement, reminder or clear next step.
Connect AI calls to the next sales step
An outbound AI agent can help qualify the enquiry and arrange the next conversation or appointment using its configured tools. Choose the agent in Voice AI Call, then decide how the workflow should wait for the result and handle busy or unanswered calls.
Use the recorded outcome to create a staff task, notify the team or send the relevant follow-up. This gives a salesperson context before they call from their extension, while the customer receives a consistent response. Buyer delivery and pricing remain in the campaign settings.