> ## Documentation Index > Fetch the complete documentation index at: https://www.bolna.ai/docs/llms.txt > Use this file to discover all available pages before exploring further. # Workflows and Campaigns > Create automated communication sequences with Bolna workflows and campaigns. Build multi-step outreach flows with calls, WhatsApp, and email automation. Access the Campaigns at [https://platform.bolna.ai/campaigns](https://platform.bolna.ai/campaigns) ## Overview Create automated communication sequences with phone calls, WhatsApp messages, and email notifications. Chain workflows with conditional logic to build complex multi-step campaigns. Bolna workflows and campaigns dashboard showing list of created workflows ### Key Concepts Reusable templates of multi-step communications (calls, WhatsApp, emails) including delays between steps Deployments that execute workflows with specific contact data and timing Individual actions within a workflow (call, WhatsApp, email, retry) Conditions that determine workflow transitions and campaign flow *** ## Workflows ### What are Workflows? Reusable sequences of communication steps that define the type, timing, and order of actions across multiple campaigns. Bolna workflow builder interface for creating multi-step communication sequences ### Workflow Step Types **Purpose**: Initiate outbound phone calls to contacts **Features**: AI-powered conversations, voicemail detection, call timeout settings **Timing**: Configurable delay from previous step **Purpose**: Send WhatsApp messages to contacts **Features**: Pre-notification before calls, interactive buttons and CTAs **Prerequisite**: Ai Sensy API key must be connected **Purpose**: Send email notifications and follow-ups **Features**: Template-based emails, scheduling information **Timing**: Configurable delay from previous step *** ### Creating Workflows 1. Navigate to the **Workflows** section in your dashboard 2. Click **"Add New Workflow"** or select an existing workflow to edit 3. The visual workflow builder opens with drag-and-drop functionality Add new workflow button in Bolna dashboard 1. **Add Steps**: Click the **"Add Step"** button to insert new communication steps 2. **Step Types**: Choose from Call, WhatsApp, or Email Adding call WhatsApp and email steps to workflow **Adding WhatsApp Steps:** 1. Click the **"+ Add Step"** button in the workflow builder 2. Select **"WhatsApp"** from the dropdown menu 3. The WhatsApp step will appear in your workflow canvas WhatsApp step added to workflow canvas * **Step Label**: Give each step a descriptive name * **Timing**: Set delay in minutes from previous step * **Step Configuration**: Configure specific settings for each step type Workflow step configuration panel with timing and label options Click **"Save Workflow"** to persist your changes *** ### Configuring WhatsApp Steps Before adding WhatsApp steps to your workflow, you must first connect your Ai Sensy API key. **Connect Ai Sensy API Key:** **Providers** → Search **"Ai Sensy"** → **Connect** → Enter API Key → **Save** Connecting Ai Sensy API key in Bolna providers section 1. Click on the **WhatsApp step** to open configuration 2. **Template Name**: Your Ai Sensy template (e.g., `welcome_message`) 3. **Parameter Keys**: CSV column names for template parameters (click **"+"** to add multiple) 4. Click **"Save"** WhatsApp step configuration with template name and parameter keys Parameter keys must match CSV headers exactly. Template name must match your approved Ai Sensy template. *** ### Workflow Examples ``` Step 1: Call (0 min delay) ``` Simple single-step workflow for immediate outbound calling. ``` Step 1: WhatsApp (0 min delay) Step 2: Call (30 min delay) Step 3: Email (60 min delay) ``` WhatsApp notification first, call after 30 minutes, then email follow-up. Example multi-step workflow with WhatsApp call and email steps *** ## Campaigns ### What are Campaigns? Execute workflows with specific contact data, agents, and schedules. Can be single workflow or multi-workflow with conditional logic. Bolna campaigns dashboard with campaign list and status ### Campaign Types * Execute one workflow across all selected contacts * Simple setup and execution * Perfect for basic outreach and follow-up sequences Single workflow campaign setup with workflow and agent selection * Chain multiple workflows using conditional criteria * Advanced conditional logic based on call outcomes * Perfect for complex sales processes and lead nurturing Multi-workflow campaign configuration with conditional criteria *** ### Creating Campaigns 1. **Campaign Name**: Choose a descriptive name for your campaign 2. **Description**: Optional description of the campaign purpose 3. **CSV File**: Upload contact data in CSV format * **Required Fields**: Name, phone\_number (in E.164 format) * **Optional Fields**: Any variables used in the agent Campaign creation form with name description and CSV upload 1. **Select Workflow**: Choose from your available workflows 2. **Select Agent**: Choose the AI assistant for communication 3. **Phone Number**: Optional caller ID for outbound calls 4. **Add Multiple Workflows**: For complex campaigns with multiple workflow pairs Workflow selection and AI agent assignment for campaign 1. **Add Workflow Pairs**: Workflow + Agent combinations 2. **Set Criteria**: Conditions for workflow transitions 3. **Configure Timing**: When to start next workflow 4. **Test Configuration**: Validate setup before launch Advanced multi-workflow configuration with criteria conditions 1. **Review Summary**: Check all settings and configurations 2. **Validate Data**: Ensure contact data is correct and complete 3. **Launch Campaign**: Start execution and monitor progress Campaign review and launch page with start button *** ### Multi-Workflow Campaigns For multi-workflow campaigns, you can create workflow-agent pairs with specific criteria: * **Workflow**: Select workflow * **Agent**: Choose AI assistant * **Phone Number**: The number agent calls from * **Workflow**: Select workflow * **Agent**: Choose AI assistant * **Phone Number**: The number agent calls from * **Criteria**: Conditions for transition * **Next Workflow Time**: When to start next workflow Workflow-agent pair configuration for campaign steps *** ### Criteria and Conditions | Condition Type | Operators | | -------------- | -------------------- | | **Equality** | `==`, `!=` | | **Comparison** | `>`, `<`, `>=`, `<=` | | Logical Operator | Behavior | | ---------------- | --------------------------- | | **AND** | All conditions must be true | | **OR** | Any condition can be true | Criteria builder with comparison and logical operators *** ## CSV Data Format ### Required Format All phone numbers should include the country prefix in [E.164](https://en.wikipedia.org/wiki/E.164) format and use `contact_number` as the header. ```csv example_batch_file.csv theme={"system"} contact_number,first_name,last_name,email +91931237890,Bruce,Wayne,bruce@example.com +91912345678,Bruce,Lee,bruce.lee@example.com +91921000000,Satoshi,Nakamoto,satoshi@example.com +44999999007,James,Bond,james@example.com ``` CSV data format example with contact numbers in E.164 format ### Callback Matching When contacts call back, Bolna matches their phone number to the CSV row for personalized conversations. **Example:** Agent can say: *"Hi John, I see you're calling about the product you showed interest in at Acme Corp."* ### Excel/Google Sheets Tips In Excel, add an apostrophe before `+` (e.g., `'+91931237890`) to prevent formula interpretation. *** Campaign system is in beta. Phone call workflows are fully functional. WhatsApp and email coming soon. Create your first workflow and campaign