CRM
Urgent Voicemail Escalation to On-Call Rep
Detects high-urgency or at-risk-deal voicemails from transcripts and pages the on-call rep immediately while logging the call to Salesforce, so hot inbound never waits in a queue.
How it runs
The automated pipeline, trigger to output.
- TriggerInbound voicemail received via webhookHTTP webhook
- ActionTranscribe voicemail with ElevenLabsElevenLabs
- ActionScore urgency and tag reasonOpenAI
- LogicBranch: urgent vs. routine
- ActionLog call activity to SalesforceSalesforce
- OutputPage on-call rep via PagerDutyPagerDuty
What it does
This workflow triages voicemails by urgency the moment they arrive. Messages flagged as time-sensitive (deal closing, escalation, ready-to-buy) trigger an immediate PagerDuty page and a Salesforce activity, while routine messages are logged quietly without waking anyone.
When to use it
When a slow callback costs real revenue — enterprise sales lines, renewals, or any inbound where a missed hot lead walks to a competitor. Use it to guarantee the urgent 10 percent get a human in minutes.
How it works
- 1An inbound voicemail recording arrives at the webhook.
- 2ElevenLabs transcribes the message.
- 3OpenAI scores urgency and tags the reason (ready to buy, escalation, churn risk, routine).
- 4A branch checks the urgency score: routine messages skip escalation, urgent ones continue.
- 5For urgent messages, the call is logged as a Salesforce Task on the matched account.
- 6PagerDuty pages the on-call rep with the transcript snippet and callback number for an immediate response.
Set it up
What you configure once, before turning it on.
- 1Connect ElevenLabsText-to-speech, voice cloning.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect SalesforceAccounts, opportunities, cases.
- 4Connect PagerDutyIncidents, on-call, escalations.
- 5Connect HTTP webhookTrigger any URL on agent actions.
- 6Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 7Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 8Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
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Run it inside a business
This workflow drops into a full company template. Import the org, and this is one of the playbooks its agents run.
Run this workflow in your colony.
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