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Workflow module · Process automation

Automate every process

Replace repetitive manual work with automated scenarios: greet new leads, send reminders, run remarketing, update tickets, notify your team. Event-based triggers, AND/OR conditions, every channel.

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−80%
REPETITIVE MANUAL WORK
50+
READY-MADE SCENARIO TEMPLATES
No-code
DRAG & DROP · NO DEV NEEDED
Workflow Automation illustration

See a real scenario running on OMICall

An after-hours customer care flow — built by drag and drop, with no code.

After-hours customer care Workflow scenario on OMICall
Click and drag to explore

What can Workflow do for you?

Built exactly like the flow above — only the trigger and the processing steps change. Here are the five most-used scenario groups, plus a library of ready-made templates.

1

Sales scenarios

A prospect submits a form, messages you on Zalo or WhatsApp, or calls the hotline → the contact is created in CRM, assigned to a rep round-robin, with a callback reminder within 5 minutes. Response time drops from 4 hours to under 1 minute.

Round-robin Auto-stage
2

Customer service scenarios

A customer reports an issue → a ticket is created, routed to the right specialist, escalated before it breaches SLA, and an NPS survey goes out once it is closed. Running 24/7, non-stop.

24/7 SLA alert
3

Marketing & remarketing

Triggered by customer behaviour: cart abandoned for 30 minutes → SMS reminder; email opened but not clicked → a ZBS (Zalo Business Solution) message follows up; purchase completed → upsell. One scenario per segment.

Behaviour-based A/B test
4

Omnichannel notifications

Send through a fallback chain — ZBS → SMS → Email → Autocall: if one message goes unread, the next channel fires automatically. Critical messages always land.

Fallback chain OTP
5

Internal operations

New order → alert the warehouse team; agent off duty → stop routing calls to them; daily and weekly reports sent to managers automatically. 80% less repetitive manual work.

Internal alerts Scheduled reports
6

50+ ready-made templates

A template library by industry (real estate, insurance, F&B, education, e-commerce) and by goal. Copy → adjust the parameters → go live — no need to start from scratch.

50+ templates Drag-and-drop editing

What you get with Workflow

Four common problems and the real results our customers see.

−80%Repetitive manual work

No more forwarding Zalo messages and emails all day

New order → the warehouse team is alerted. Cart abandoned → an SMS goes out. Ticket close to its SLA → a reminder fires. Let the system handle repetition so your people can focus on quality.

<1 minNew lead response time

Reach new leads before they go cold

Form, Zalo or hotline → the contact is created in CRM, assigned to a rep, sent a confirmation and scheduled for a call within 5 minutes. Response time falls from 4 hours to under 1 minute — you win the deal before competitors even dial.

24/7Always on

Customers looked after while your team sleeps

Triggers run 24/7: a cart abandoned at 2 a.m. gets an SMS reminder; an issue reported at the weekend becomes a ticket. With automation, there is no such thing as "outside business hours".

50+Ready-made templates

Never start from scratch

A library of 50+ scenario templates by industry (real estate, insurance, F&B, education, e-commerce) and by goal (closing leads, appointment reminders, remarketing, NPS). Copy → adjust the parameters → go live.

Free trial · We reply within 1 hour

Let automation handle the busywork so your team can focus on high-value work

Start your free trial. Our specialists build the scenarios around your own processes — live in one week.

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