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You decide when a workflow starts and when a person takes over

Rules are the policies behind every workflow: which events count, when to act, which channel to use and where a person steps in.

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  • When

    A payment fails

  • Start

    In under 1 second

  • Channel

    Voice, then WhatsApp

  • Hand over

    If the customer disputes it

What a policy controls

  1. Conditions

    Match on event type, customer segment, amount, plan or any field your systems provide.
  2. Timing

    Act immediately, wait for a window, respect calling hours and limit how often a customer is contacted.
  3. Hand-off

    Define exactly when a case moves to your team, and what context goes with it.

Rules that run around the clock

Policies keep working every hour of the week, within the calling hours and limits you set.

1.5M+

Workflow actions every month

000204060810121416182022
Mon
Tue
Wed
Thu
Fri
Sat
Sun
FewerMore

Common rules

  • Call only between set hours

  • Skip customers with an open dispute

  • Escalate above an amount

  • Pause after a promise to pay

Guardrails

  • Contact frequency limits

  • Consent checks

  • Approved wording and offers

Speed

  • A matching event starts its workflow in under one second

  • Changes apply without redeploying

Rules: common questions

How it fits your systems, rules and team.

Still have a question?

Talk to the team and we will answer it directly.

Talk to the team

Your team, with our solution engineers during the pilot. Policies are readable rules, not code.

Start with the workflow that costs you most

Bring one process with a clear owner and a measurable baseline. We map it, test it against representative cases, and hold it to the KPI you set.