Automatic calling in a Flow (the "agent first" model)

📍 Where to find it: Reach your customers → Flows → (open a Flow) → "+" → Automatic call

The "Automatic call" step rings the call card of all your online agents so a human can call the lead back right away — not a robot. The first agent who picks up triggers the dialing of the lead's number.

How it works

When the journey reaches this step, Madyis Hub rings all the agents who are actually online (like an incoming call), with the name of the Flow shown so they know where the call comes from. The first one to accept dials the lead's number through the voice channel. Because a human approves every call, it complies with calling rules (TCPA/Bloctel). If the call cannot go out (no number, no voice channel, no agent online, no consent), Madyis Hub never stays silent: it adds a private "📞 to call back" note on the conversation.

Step by step

1. First connect a Twilio voice channel (Inboxes → Add a channel → Calls/voice).
2. Set at least one agent to the "Online" status.
3. In the Flow, add the "Automatic call" step via the "+".
4. Optionally fill in a fallback note and a backup agent for the callback task.
5. Publish the Flow.

Good to know

• No agent to choose: the call rings all online agents (first come, first served).
• Without a voice channel or an online agent, the step turns into a callback task — nothing is lost.
• The voice channel requires the Twilio setup beforehand (number + TwiML application).