Launch your first workflow
The best first launch is narrow enough to test and important enough to matter. Pick one audience, one outcome, and a clear point where a person should step in.1
Set up your workspace
Add the business name, locations, teammates, working hours, and the people who should receive handoffs.
2
Choose the outcome
Decide what completed work means. This might be a routed call, qualified lead, booked appointment,
reactivated customer, or updated opportunity.
3
Connect the source of work
Choose where eligible records arrive from, such as Deal Operations, a supported CRM, a form, an approved
list, or an integration.
4
Set up the channels
Configure the phone and messaging channels the workflow may use. Complete any required number
registration, consent, and sender setup before launch.
5
Define the coworker boundaries
Set the audience, goal, allowed actions, schedule, maximum follow-up, approval points, and human
escalation path.
6
Test the complete path
Use a test record to verify the opening conversation, reply handling, booking or routing, record update,
opt-out behavior, and handoff context.
7
Review the recommendation and launch
RevDesk can recommend a launch shape after the systems, audience, and rules are known. Review the
recommendation, confirm ownership, then start with a controlled audience.
A launch is ready when
- Every eligible record has one source and one owner.
- The coworker has a specific outcome and a defined stopping point.
- Approved channels, working hours, consent rules, and opt-outs are configured.
- A person knows where handoffs arrive and what response time is expected.
- The correct stage, activity, appointment, owner, and next step update in Deal Operations or a verified integration.
- Managers know where to review work, outcomes, and exceptions.
Test your setup
Verify the full customer and teammate experience before launch.
Understand coworkers
Learn how coworkers receive work, act, stop, and hand off.