How do I add if/then logic to a workflow or route a caller based on their answer?
Use the Decision node. It is not limited to one if/then: you can add as many branches as you want, one tab per path at the top (true or false, yes or no, or one per option). Set a condition for each branch, for example a field equals a value. The workflow follows the matching branch, or the no match fallback branch when nothing matches. The Decision node can route almost anything, including calls and forms.
To route a conversation on the person's answer, for example by industry or support versus sales:
- Start with the Conversation Started trigger and add an Ask and Save node with the question, for example what industry are you in. Save the answer to a field. If the answers come from a known list, make the field a drop down (multiple choice) with options such as auto, HVAC and plumbing.
- Add a Decision node with one path per answer and set each condition, for example industry equals auto sends the conversation down the auto path.
- On each path, add what happens next. To hand the call to another AI agent, use the Forward to Agent node.
Best practice: make sure every path is covered, including the fallback, so every lead has a home and none slip through the cracks.
You can also ask the AI assistant to build the workflow for you.