> ## Documentation Index
> Fetch the complete documentation index at: https://help.avoca.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Setting up a Workflow (Step 2)

> This guide will walk you through setting up your SMS campaigns in Avoca. Your CSM will walk you through this initially

### Prerequisites

Before getting started, ensure your Dashboard has the following pages enabled:

* **Texts**
* **Workflows**
* [Step 1 Create a Use Case is completed](/Creating-a-Use-Case-Step-1-2f1f2b56d4d58038a4d2d3a6ed38d185)

If you don't see the Workflows page, please contact your Avoca representative to have it enabled.

## Step 2: Setting Up a Workflow

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

### 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

### Create Your Workflow

<Steps>
  <Step>
    Go to **Workflows** > **+ New Workflow**

    <Frame>
      <img src="https://mintcdn.com/avoca-hc/FRiTG1nGLWAIjyGQ/images/outbound/image-41.png?fit=max&auto=format&n=FRiTG1nGLWAIjyGQ&q=85&s=3956a7224a89e994e4ad6d097445df2e" width="1910" height="525" data-path="images/outbound/image-41.png" />
    </Frame>
  </Step>

  <Step>
    Give your workflow a descriptive name
  </Step>

  <Step>
    elect the **Workflow Type** (e.g., Maintenance)

    <Frame>
      <img src="https://mintcdn.com/avoca-hc/FRiTG1nGLWAIjyGQ/images/outbound/image-42.png?fit=max&auto=format&n=FRiTG1nGLWAIjyGQ&q=85&s=ead03828d49e598ade504ac015ae8620" width="1910" height="941" data-path="images/outbound/image-42.png" />
    </Frame>
  </Step>

  <Step>
    An initial node will be automatically created
  </Step>

  <Step>
    Add a **Text Node** and connect it to the initial node

    <Frame>
      <img src="https://mintcdn.com/avoca-hc/FRiTG1nGLWAIjyGQ/images/outbound/image-43.png?fit=max&auto=format&n=FRiTG1nGLWAIjyGQ&q=85&s=6bbc12e739d62dc49c8cd1a3a8d4059d" width="1914" height="565" data-path="images/outbound/image-43.png" />
    </Frame>

    <Frame>
      <img src="https://mintcdn.com/avoca-hc/FRiTG1nGLWAIjyGQ/images/outbound/image-44.png?fit=max&auto=format&n=FRiTG1nGLWAIjyGQ&q=85&s=03cfe06425958259e48fd47b34a9efc6" width="1913" height="561" data-path="images/outbound/image-44.png" />
    </Frame>

    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

           <Frame>
             <img src="https://mintcdn.com/avoca-hc/FRiTG1nGLWAIjyGQ/images/outbound/image-45.png?fit=max&auto=format&n=FRiTG1nGLWAIjyGQ&q=85&s=263bf88763c1855782386b530019eac9" width="434" height="414" data-path="images/outbound/image-45.png" />
           </Frame>

       * **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.

             <Frame>
               <img src="https://mintcdn.com/avoca-hc/FRiTG1nGLWAIjyGQ/images/outbound/image-46.png?fit=max&auto=format&n=FRiTG1nGLWAIjyGQ&q=85&s=026cfbdd22e1d4c9b656975af7112443" width="425" height="490" data-path="images/outbound/image-46.png" />
             </Frame>
  </Step>
</Steps>

### 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

<Accordion title="👉 Example">
  1. First Maintenance reminder utilizes ‘HVAC Maintenance - Old Equipment’
       <Frame>
         <img src="https://mintcdn.com/avoca-hc/aKCt1qDjplbTpJS8/images/outbound/image-60.png?fit=max&auto=format&n=aKCt1qDjplbTpJS8&q=85&s=e6512c11d83653c17b5b6721e94d5e9e" width="1026" height="962" data-path="images/outbound/image-60.png" />
       </Frame>
     As a reminder, this is where the Use Case first message lives.
     Texting > Settings > Use Case
       <Frame>
         <img src="https://mintcdn.com/avoca-hc/aKCt1qDjplbTpJS8/images/outbound/image-61.png?fit=max&auto=format&n=aKCt1qDjplbTpJS8&q=85&s=df4a0384a664f4cd7d90d24f1d9ba05c" width="2928" height="1596" data-path="images/outbound/image-61.png" />
       </Frame>
  2. Second Maintenance reminder utilizes ‘HVAC Maintenance - Old Equipment’ but overrides the initial message in that use case.
       <Frame>
         <img src="https://mintcdn.com/avoca-hc/aKCt1qDjplbTpJS8/images/outbound/image-62.png?fit=max&auto=format&n=aKCt1qDjplbTpJS8&q=85&s=128f9925ff5268cd42b2d31ca7bb051a" width="1026" height="1218" data-path="images/outbound/image-62.png" />
       </Frame>
</Accordion>

**Connector Settings:**

Double-click the dashed line connecting your nodes to configure when the next message should be sent.

<Frame>
  <img src="https://mintcdn.com/avoca-hc/FRiTG1nGLWAIjyGQ/images/outbound/image-47.png?fit=max&auto=format&n=FRiTG1nGLWAIjyGQ&q=85&s=6758a6805473f44115037a22f194bec5" width="1913" height="953" data-path="images/outbound/image-47.png" />
</Frame>

* **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

<Frame>
  <img src="https://mintcdn.com/avoca-hc/FRiTG1nGLWAIjyGQ/images/outbound/image-48.png?fit=max&auto=format&n=FRiTG1nGLWAIjyGQ&q=85&s=431fcf843fb26fd62df21df089917d7f" width="1910" height="945" data-path="images/outbound/image-48.png" />
</Frame>

### Save and Publish

1. **Save** your workflow to keep it in draft mode for further editing

   <Frame>
     <img src="https://mintcdn.com/avoca-hc/FRiTG1nGLWAIjyGQ/images/outbound/image-49.png?fit=max&auto=format&n=FRiTG1nGLWAIjyGQ&q=85&s=5f063a9599731ff42c0e4d7b9454d5c0" width="1914" height="403" data-path="images/outbound/image-49.png" />
   </Frame>

2. **Publish** when you're ready to use it
   <Note>**Note:** Once published, workflows cannot be edited</Note>

   <Frame>
     <img src="https://mintcdn.com/avoca-hc/FRiTG1nGLWAIjyGQ/images/outbound/image-50.png?fit=max&auto=format&n=FRiTG1nGLWAIjyGQ&q=85&s=26d53dbf43f1ce871b39e48f29cc4ee5" width="1912" height="405" data-path="images/outbound/image-50.png" />
   </Frame>

<CardGroup>
  <Card title="Next head to step 3" href="/Build-Your-Audience-Step-3-2f1f2b56d4d580a286d3e556880abca9" icon="wrench" horizontal />
</CardGroup>

## 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](mailto:support@avoca.ai)
