Customer-Facing Workflow Agent

Capture, qualify, and route demand inside the workflow.

Leads Agent is a customer-facing agent that lives inside your workflows. It handles inbound conversations on WhatsApp and web, qualifies intent, prioritizes opportunities, and hands off only when the workflow says it should.

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60s
to qualify
1
visible workflow
0
code
combinations
Workflow agent
Leads Agent
Objective
Define the outcome: capture, qualify, schedule, or route.
Workflow
The agent operates inside the flow with logic, integrations, and handoffs.
Go live
Ship on customer-facing channels with shared context.

Your objective, in one sentence

This workflow agent turns your goal into a visible, editable flow built for real customer conversations.

Capture qualified demand from real conversations Reduce first-response time Schedule meetings without friction Recover leads with automated follow-up Route by intent, value, and availability

Workflows that ship in seconds

From goal to execution: the agent lives inside the workflow and is ready to run across customer-facing channels.

Inbound -> qualify -> route

Handle the conversation, qualify in seconds, and route the case to the right team with full context.

TriggerClassificationCRMRoutingHandoff

Scheduling with rules

Propose times, confirm availability, and prevent conflicts with sync and guardrails.

CalendarConditionsApprovalWhatsAppNotifications

Signal-based follow-up

Trigger sequences based on responses, objections, silence, and timing.

DelaysSegmentationTemplatesWebhooksA/B

Handoff with state

Escalate only when needed, with summary, context, and full workflow state.

AssignmentSummaryInboxSLATags

Nodes: the execution layer

Workflows are built from feature-rich nodes: triggers, logic, integrations, handoffs, and autonomous agent-nodes.

Triggers and intent
Events, messages, and signals that start qualification.
Routing and priority
Decide who gets the case based on value, availability, and SLA.
CRM and integrations
Update pipeline, trigger actions, and sync your stack.
Agent-nodes
Autonomous steps to classify, summarize, and decide the next move.

Runs across your channels

One objective, one workflow, multiple channels. Shared context from the first message.

WhatsApp
Primary channel for lead conversations.
Web Widget
Turn traffic into qualified conversations.
Integrations
CRM, calendar, and your stack connected to the flow.

Measure every branch. Improve continuously.

When a workflow runs across channels, every step and every fork becomes measurable. You see where the objective is won or lost, and Calypso Agent suggests improvements to keep optimizing outcomes.

Virtuous cycle·measure → learn → ship
Branch-level analytics
Conversion, response, resolution, CSAT—per workflow path.
Clear attribution
Tie outcomes back to the node, message, and channel that caused them.
Guided improvement
Calypso Agent suggests changes, you approve, and it ships in seconds.
Optimize to the objective
Everything above unlocks what matters: a continuous-improvement system tied to your objective—not just “features”.

Define the outcome. Ship the workflow.

Leads Agent turns demand into customer-facing execution. You define the outcome; the workflow handles capture, qualification, and routing with context.