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How to Set Up Automated Calls and Voicemail Drops in a Workflow

This article explains how to build a workflow that automatically assigns a contact, places a call with a call whisper, and drops a voicemail when the call is not answered.

Updated over 2 months ago

Who This Is For / When to Use

  • Teams that want speed-to-lead automation.

  • Businesses running outbound call follow-ups after form submissions, tag applications, or imports.

  • Users who want to automate calls + voicemail drops without manual dialing.

  • Accounts using Kyrios VOIP inside workflows.


Step 1: Navigate to Workflows

  1. Go to Automations.

  2. Select Workflows.

This opens the Workflow List where you can create or edit workflows.


Step 2: Create or Edit a Workflow

  • Click Create Workflow to start a new workflow,
    or

  • Click the three-dot menu on an existing workflow and select Edit Workflow.


Step 3: Add a Trigger (Tag-Based Example)

  1. In the workflow builder, click Add New Trigger.

  2. Select Contact Tag as the trigger type.

  3. Use Filters to specify:

    • Tag Added or Tag Removed

    • The exact tag that should start the workflow.

    • If no tag is selected, the workflow will trigger on any tag change.

  4. Click Save Trigger.


Step 4: Assign the Contact to a User (Recommended)

To ensure calls route to a specific person:

  1. Click Please select action.

  2. Choose Assign to user.

  3. Select one or more users.

  4. (Optional) Enable Only apply to unassigned contacts.

  5. Click Save Action.

This ensures the call routes to the assigned user’s phone number.


Step 5: Add the Call Action

  1. Click Please select action below the assignment step.

  2. Select Call.


Step 6: Configure the Call Action

Call Whisper

  • The Call Whisper plays to the person answering the call before the connection.

  • Default message:

    “You have a new lead, John Smith. Press any button to connect.”

  • The whisper repeats up to three times if no key is pressed.

  • You can edit this message and insert Custom Variables.

Call Timeout

  • Set how long the system waits for the call to be answered (in seconds).

  • Default is 60 seconds.


Step 7: Advanced Call Settings (Required for Voicemail Drops)

  1. Expand Advanced Settings in the Call action.

  2. Enable Disable Voicemail Detection.

This allows a custom voicemail to be delivered correctly.


Step 8: Add the Voicemail Action

  1. Click Please select action under the Call step.

  2. Select Voicemail.

  3. Upload a voicemail file:

    • Supported formats: .mp3 or .wav

  4. Click Save Action.


How Voicemail Drops Work

  • Kyrios places an initial call to the contact.

  • If unanswered, the system disconnects.

  • A second call is made directly to voicemail.

  • The uploaded voicemail recording is delivered automatically.

This process allows voicemail delivery without live interaction.


Voicemail Drop Limitations

  • Voicemail drops succeed approximately 70% of the time.

  • Phone carriers may block or filter this behavior.

  • Results vary by carrier, region, and recipient settings.


Save and Publish the Workflow

  1. Click Save.

  2. Toggle from Draft to Publish.

  3. (Optional) Use Test Workflow before enabling.

Once published, the workflow will run automatically.


FAQ

Can I run the workflow on multiple tags?

Yes. You can add multiple triggers with different tag conditions. Each trigger operates independently.

What happens if I don’t specify a tag in the trigger?

The workflow will trigger on any tag change, which is not recommended for most use cases.

How do I customize the Call Whisper message?

Edit the Call Whisper field inside the Call action. You can use Custom Variables to personalize the message.

Can I leave a personalized voicemail if the call doesn’t connect?

Yes. Enable Disable Voicemail Detection in the Call action and add a Voicemail action with a custom recording.

Can I assign calls to a specific user’s phone number?

Yes. Use the Assign to user action and ensure the user has a phone number configured.

Are voicemail drops legal?

Voicemail drops require prior express consent from the recipient. You are responsible for TCPA and local compliance.

Can Voicemail Drop be used in any workflow?

Yes. As long as the contact has a phone number, Voicemail can be added to any workflow.

Why does the system make two calls for a voicemail drop?

The first call avoids live interaction. The second call routes directly to voicemail to deliver the recording.

What should I do if my voicemail file won’t upload?

Confirm the file is .mp3 or .wav, properly encoded, and not excessively large. Re-record if needed.

Can I trigger a call immediately after a form submission?

Yes. Use the Form Submitted trigger followed immediately by a Call action for speed-to-lead automation.

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