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Prerequisites

Before getting started, ensure your Dashboard has the following pages enabled: If you don’t see the Workflows page, please contact your Avoca representative to have it enabled.

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Step 2: Setting Up a Workflow

Workflows allow you to create sequences of messages that are sent based on specific conditions.

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Understanding Workflows

  • Workflows are comprised of individual nodes arranged in a specific sequence
  • Each node is an action (like sending a text message)
  • Nodes can be connected to create multi-step campaigns
  • Currently available: Text nodes and Call nodes

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Create Your Workflow

1
Go to Workflows > + New Workflow
2
Give your workflow a descriptive name
3
elect the Workflow Type (e.g., Maintenance)
4
An initial node will be automatically created
5
Add a Text Node and connect it to the initial node
  1. Configure your Text Node:
    • Display Name: Give this node a clear name (e.g., “First Maintenance Reminder”)
    • Text Script: Select the Use Case you created in Step 1
    • Business Hours: Set when messages can be sent
      • We will send out the text messages in batches of 20, and will wait 5 minutes between batches.

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Advanced: Multiple Message Sequences

If you want to send follow-up messages, you can add additional nodes: Override First Message:
  • Use this to send different messages while using the same Use Case configuration
  • Helpful for sending reminder sequences
  1. First Maintenance reminder utilizes ‘HVAC Maintenance - Old Equipment’
    As a reminder, this is where the Use Case first message lives. Texting > Settings > Use Case
  2. Second Maintenance reminder utilizes ‘HVAC Maintenance - Old Equipment’ but overrides the initial message in that use case.
Connector Settings: Double-click the dashed line connecting your nodes to configure when the next message should be sent.
  • Delay Configuration: How long to wait before sending the next message
  • Booking Status: Send only to booked or unbooked customers
  • Text Result Qualifications: Send only to customers who replied or didn’t reply

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Save and Publish

  1. Save your workflow to keep it in draft mode for further editing
  2. Publish when you’re ready to use it
    Note: Once published, workflows cannot be edited

Next head to step 3

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Need Help?

If you have questions or need assistance setting up your SMS campaigns, please reach out to your Avoca Customer Success Manager or reach out to our support team at support@avoca.ai
Last modified on February 19, 2026