What is the Workflow Builder and who is it for?

The Workflow Builder is a no code visual tool for designing AI conversation flows across voice, SMS, RCS, and webchat. It is built for operations teams, marketing managers, and contact center leaders who need to launch intelligent automated campaigns without writing a single line of code.

How does stateful memory work in workflows?

Every node in a workflow can read and write to a persistent memory layer tied to each contact. This means the AI remembers previous answers, preferences, and conversation history across sessions and channels. Workflows adapt dynamically based on what the contact has already shared.

Can I build workflows that span multiple channels?

Yes. A single workflow can orchestrate conversations across voice, SMS, RCS, and webchat. For example, a workflow might start with an AI voice call, follow up with an SMS if there is no answer, and continue the conversation on webchat when the lead visits your website.

How do I test workflows before they go live?

The Workflow Builder includes instant preview testing for both voice and SMS. You can simulate complete conversation flows, test branching logic, and verify compliance rules before deploying to production. Changes are version controlled so you can roll back at any time.

Does the Workflow Builder include pre built templates?

Yes. Plura includes a template library with industry specific conversation flows for lead qualification, appointment scheduling, payment reminders, customer surveys, and more. Templates are fully customizable and serve as starting points that you can adapt to your specific use case.

No Code Workflow Builder for AI Sales and Support Automation

Design, launch, and optimize intelligent, memory driven AI conversations with no code

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80%

Less Manual Work

5 min

Setup Time

10x

Faster Deployment

Code Required

Why Workflow Builder

6 reasons teams choose Workflow Builder

Visual Drag and Drop Builder

Build complex multi step automations without writing code. Connect triggers, conditions, and actions in a visual canvas that anyone on your team can use.

Multi Channel Orchestration

Create workflows that span Voice, SMS, RCS, and Webchat in a single automation. The AI decides the best channel for each touchpoint.

Conditional Logic and Branching

Route leads through different paths based on their responses, lead score, time of day, or any custom criteria. Every lead gets a tailored experience.

Pre Built Templates

Start from proven workflow templates for common use cases like lead follow up, appointment reminders, re-engagement campaigns, and customer onboarding.

CRM and API Integrations

Connect to Salesforce, HubSpot, GoHighLevel, and 30+ tools. Bi directional data sync keeps your systems in lockstep.

Real Time Performance Monitoring

Track workflow execution, conversion rates, and bottlenecks in real time. Optimize every step based on actual performance data.

How It Works

Live in minutes, not months

Choose a Template or Start Fresh

Pick from pre built workflow templates or start with a blank canvas. Either way, you are live in minutes.

Connect Your Channels and Tools

Link your phone numbers, SMS lines, webchat, CRM, and calendar. The builder auto detects available integrations.

Activate and Optimize

Turn on your workflow and watch it run. Real time analytics show exactly where leads convert so you can fine tune every step.

See what AI Workflows can do for your team

Get a personalized walkthrough of the visual builder and see how quickly you can automate your sales pipeline.

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Use Cases

Built for teams that need results, not another tool

Dive Deeper

Guides

AI Lead Intelligence for Healthcare: Patient-Centric Conversations Powered by Real-Time Context

Case Studies

AI Lead Intelligence: How Pre-Conversation Data Enrichment Is Changing Lead Conversion

FAQs about Workflow Builder

See Workflow Builder in action

Book a demo

No Code Workflow Builder for AI Sales and Support Automation

6 reasons teams choose Workflow Builder

Visual Drag and Drop Builder

Multi Channel Orchestration

Conditional Logic and Branching

Pre Built Templates

CRM and API Integrations

Real Time Performance Monitoring

Live in minutes, not months

Choose a Template or Start Fresh

Connect Your Channels and Tools

Activate and Optimize

See what AI Workflows can do for your team

Built for teams that need results, not another tool

Insurance

Healthcare

Financial Services

Real Estate

Legal

E-Commerce

Automotive

Dive Deeper

AI Lead Intelligence for Healthcare: Patient-Centric Conversations Powered by Real-Time Context

Legal Marketing Firm Cuts Qualification Time by 68% with AI Analytics

Plura AI vs. Dialpad: AI Communications Platform Comparison

Enhanced Patient Care through AI-Driven Voice and SMS

Abandonment Rate

AI Lead Intelligence: How Pre-Conversation Data Enrichment Is Changing Lead Conversion

FAQs about Workflow Builder

See Workflow Builder in action