Illustrative workflow

From a Missed Call to an Inspection

An eligible missed call triggers an acknowledgment text and a callback task. The assigned owner contacts the homeowner, qualifies the request, and books a real inspection through the calendar.

Starting event

A homeowner calls the roofing business outside of office hours. The call is not answered.

How the workflow moves

1
System
Detects the missed call and checks SMS eligibility for the number.
2
System
Sends a short acknowledgment text: 'We missed your call. This is [Company]. How can we help with your roof?'
3
System
Creates a callback task and assigns it to the on-call owner.
4
Owner
Reviews the task, calls the homeowner back, and qualifies the request.
5
Owner
Books the inspection through the live calendar and confirms the time.

Exception branch

If the number cannot receive texts, the system logs the missed call and escalates the callback task with a higher priority flag. The owner is notified that no text was sent.

Sample output

Callback task: 'Missed call from 555-0100 at 6:42 PM. Text sent. Owner: Maria. Status: Open.'

Illustrative sample. No real customer data or achieved metric.

Measurement definitions

Eligible missed calls

Calls that met the configured eligibility rules during the reporting period.

Successful acknowledgments

Eligible missed calls that received a sent text confirmation.

Callback completion

Assigned callback tasks marked complete by the owner.

Booked outcomes

Callbacks that resulted in a scheduled inspection.

Related service

Questions about this workflow

No. The system sends a text and creates a task. A person makes the callback. Automated voice calls are not part of this workflow.

Apply this to your business

A strategy session identifies whether this workflow fits your operation and what to build first.

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