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Mango9

AI Workflow Builder

Describe your follow-up process and turn it into an editable workflow draft.

In the CRM: Workflows → AI Builder

Describe the result in your own words

AI Builder helps turn your business instructions into a sequence of workflow steps. Start with a suggestion such as Follow-up SMS, Round Robin or Alert + Assign, then describe the process you want for your own team.

A suggestion fills the message box. You can edit it before sending. Include the starting event, who should handle the work, what message or task is needed and when it should happen.

Choose a starting prompt or write your own business instructions. Select the image to enlarge it.

Give a useful first instruction

Be specific about the outcome. For example: “When a lead is imported, create a follow-up task for me due tomorrow at 9 AM in Los Angeles.”

For a marketing handoff, describe which staff should receive enquiries and what they should do next. Mention the existing email template, group or outbound AI agent by name when you want it used.

Example typed into the composer without submitting an AI request. Select the image to enlarge it.
When a lead is imported, add a note saying it came from our autumn campaign. Create a task for me to call the lead tomorrow at 9 AM in America/Los_Angeles. Use high priority.

Turn the draft into a working process

New chat starts a separate request. Manual Builder opens the visual editor directly. Generating a suggestion and loading it into the editor are preparation steps; Save Workflow stores the draft.

  1. Send the instruction and read the proposed trigger, category and steps.
  2. Continue in the same chat to refine the draft, such as changing the task deadline or adding a team notification.
  3. Choose Load in Builder to open the proposed workflow in the visual editor.
  4. Review the trigger and every action. Select the actual sending number, staff, template or AI agent and complete any setup requested by the draft.
  5. Choose Save Workflow, review it in your test account and then activate it from All Workflows when ready.

Use AI across the marketing journey

Use AI Builder to organize follow-up, and use your configured AI agents for customer calls, SMS conversations and appointment booking. Telnyx supplies the carrier connection and the business numbers; Mango9 ties the conversations to the people, leads and campaigns doing the work.

For example, a home-service business can collect an enquiry from an advertisement, have an AI agent qualify the request, book the configured appointment and give staff a follow-up task. Supervisor can help you work through the wider Mango9 setup as well.