Create a workflow
Name your workflow
Enter a name and optional description. Pick a category to keep your workflows organized.
Choose a starting point
Select Start from scratch for an empty canvas, or pick a template from the gallery. Templates come pre-wired — configure the fields specific to your account and deploy.
The canvas layout
| Area | Purpose |
|---|---|
| Canvas | Where you place and connect nodes. Scroll or use trackpad gestures to navigate. |
| Left panel | Opens when you click + — shows available triggers and actions to add. |
| Right panel | Opens when you click a node — shows its configuration fields. |
Add a trigger
Every workflow starts with exactly one trigger.Click the trigger placeholder
On an empty canvas, click the prompt to add a trigger. The left panel opens showing trigger categories.
Select a trigger
Triggers are grouped by category: Campaigns, Voice & Calls, Leads & Contacts, and Integrations. Click a category to see the options, then select one.
Add action nodes
Click the + button
Below any node, click + to open the action selection panel. Actions are grouped by category: Communication, Logic & Flow, CRM, and Connections.
Configure the node
Click the node to open its configuration in the right panel. Nodes with missing required fields show an incomplete indicator on the canvas.
Branch with conditions
Each connection between nodes can carry a condition that controls whether the next node runs. Click any connection line to set it.| Condition | When the next node runs |
|---|---|
| Run Always | Every time, regardless of outcome |
| If Call Booked | Only when an appointment was booked |
| If Call Not Booked | Only when no appointment was booked |
| If Answered | Only when the contact picked up |
| If No Answer | Only when the call went unanswered |
| If Voicemail | Only when the call reached voicemail |
| If Busy | Only when the line was busy |
| If Interested | Only when the contact expressed interest |
| If Not Interested | Only when the contact declined |
| If Callback Requested | Only when the contact asked to be called back |
| If Do Not Call | Only when the contact opted out |
| If Evaluation Success | Only when a Condition node evaluated to true |
| If Evaluation Failed | Only when a Condition node evaluated to false |
| Custom Variable Condition | Only when a custom expression evaluates to true |
Link a workflow to an agent
For call-triggered workflows, open the assistant selector in the editor toolbar and choose which agent fires this workflow. You can assign the same workflow to multiple agents.Save and deploy
Deploy
Click Deploy (the rocket icon) to set the workflow from Draft to Active. Wave Runner executes it automatically from that point on.
Next steps
Triggers
Every trigger type and how to configure each one.
Actions
Every action node and its configuration options.