MeraTalk
AI Workflow Assistant

Automate the Work After Every Call

Build multi-step workflows that fire automatically — from call end to CRM update to follow-up email. No code. No manual work. Just results.

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No-Code Workflow Builder
Workflow Assistant · Running● LIVE
ACTIVE WORKFLOW · POST-CALL
Call Ends
Completed
AI Summarises
Completed
CRM Updated
Completed
Follow-up Sent
In progress...
Ticket Closed
Pending
AVAILABLE TRIGGERS
Call End
Sentiment Drop
Missed Call
Inbound SMS
CONNECTED APPS
SalesforceHubSpotZendeskSlackTeamsZoho+100 more
WORKFLOW AUTOMATION

Build Workflows That Run Themselves

From call trigger to completed task — automated end to end without touching a keyboard.

Post-Call Automation

Trigger CRM updates, follow-up emails, ticket closures, and disposition tagging automatically after every call ends.

No-Code Builder

Drag-and-drop workflow builder. Connect triggers, conditions, and actions without a single line of code.

Real-Time Triggers

Workflows fire on sentiment shifts, missed disclosures, escalations, or any call event — in real time.

Deep Integrations

Connect to Salesforce, HubSpot, Zendesk, Slack, and 100+ apps via native connectors or webhooks.

Workflow Analytics

Track run counts, success rates, time saved, and errors for every workflow — with step-level debug logs.

Conditional Logic

Branch workflows based on customer segment, call outcome, sentiment score, agent skill, or any custom field.
TRIGGERS

Start From Any Trigger

18+ built-in triggers across calls, AI signals, and messaging. New ones added every sprint.

Call Events

Call ended
Call missed
Voicemail left
Call transferred
Queue abandoned
Call duration exceeded

AI Signals

Sentiment drops below threshold
Compliance phrase missed
Objection detected
Escalation risk flagged
Script step skipped
Upsell moment identified

Messaging & Tickets

Inbound SMS received
Ticket status changed
SLA breach warning
Email reply received
Chat assigned to agent
Form submission received
100+ INTEGRATIONS

Works With Your Stack

Native connectors for every major CRM, helpdesk, and messaging tool. Any REST API can be added via webhook — no engineering ticket required.

Set up any integration in under 5 minutes
OAuth 2.0 and API key auth supported
Bi-directional sync — write back to any system
Monitor sync health with live connection status
Browse All Integrations
Salesforce
HubSpot
Zendesk
Slack
Teams
Zoho CRM
Freshdesk
Intercom
Pipedrive
Notion
Gmail
Webhooks
HOW IT WORKS

Automate a workflow in three steps

Build with the visual drag-and-drop builder, no code required, then watch every run from one analytics dashboard.

01

Pick a trigger

Start from a call end, missed call, sentiment drop, compliance flag, inbound SMS or any other call event.

02

Add conditions and actions

Branch on customer tier, sentiment, agent team, language or outcome, then send each path to the right action in your apps.

03

Monitor every run

Track run counts, success rates and time saved, and use step-level debug traces to fix issues quickly.

EXAMPLE WORKFLOWS

Contact center tasks you can automate today

A few common ways teams combine triggers, conditions and integrations to remove after-call work.

After-call work

Call endsAI summarisesCRM updatedFollow-up sent

Log the summary and disposition to your CRM and send the follow-up email without the agent typing a word.

Escalation alerts

Sentiment dropsRisk flaggedSlack or Teams alert

Tell a supervisor the moment a conversation turns negative, while there is still time to step in.

Missed-call follow-up

Call missedCreate taskSend SMS

Make sure every missed call or voicemail gets a callback task and a quick text back.

Compliance review

Phrase missedFlag callQueue for QA

Send calls with a missed disclosure straight to QA review instead of finding them weeks later.

Connect the tools you already use, including HubSpot and Zoho, or pair workflows with Conversation Expert to trigger actions from live AI signals.

FAQ

Workflow Assistant questions answered.

Can't find what you need? Our team usually replies in under 4 minutes during business hours.

Still have questions?

No. The visual drag-and-drop builder lets you create multi-step workflows without any coding. Developers can also use webhooks and our API for advanced custom automation.

Workflows can be triggered by call end, sentiment change, compliance flag, agent disposition, inbound SMS, missed call, queue wait threshold, and more — with new triggers added regularly.

We natively connect to Salesforce, HubSpot, Zoho, Zendesk, Freshdesk, Slack, Microsoft Teams, and 100+ others. Any app with a REST API can be connected via webhook.

Yes. Add conditional branches based on any data point — customer tier, call sentiment, agent team, language, outcome — and route each path to different actions.

Every workflow has a built-in analytics dashboard showing run count, success rate, failure logs, average execution time, and step-level debug traces — so you can fix issues before they affect customers.

RELATED RESOURCES

More MeraTalk AI

Workflow Assistant is one part of the MeraTalk AI suite — explore how the pieces work together over shared conversation data.

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