Solution Builder — End-to-End Engagement Workflows Bots are easy. Building a workflow is hard. We make that easy too.

Most platforms give you a bot tool. EnableX gives you the canvas to assemble bot + human handoff + video + SMS / WhatsApp follow-up + CRM update + dashboard reporting, in one place. The customer experience is end-to-end. So is your build.

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Ships end-to-end workflows for BFSI, insurance, healthcare, and telco.
A few hours to build a simple workflow
20+ vertical workflow templates
Sub-second latency between handoffs
1 canvas bot, human, video, CRM

Three things only a workflow builder can do

🎥

Bot to human to video to follow-up, in one flow

The customer experience is end-to-end. Your build should be too. Drop the bot, the handoff, the video escalation, and the SMS follow-up onto the same canvas.

⚡

Native, not Zapier-stitched

Everything runs in the same platform with shared context. No round-trip latency. No ‘sorry, can you repeat that’ after a handoff.

📋

Workflow templates by vertical

BFSI collections, insurance renewals, healthcare appointments, eCommerce returns: pre-built end-to-end workflows you customise.

Three example workflows

BFSI · Collections

Voice bot → Payment link → CRM → Dispute escalation → Video KYC → CSAT

The bot opens a Bucket-1 collection call in Hindi. Customer promises to pay; bot sends a WhatsApp payment link, updates the CRM, schedules a reminder. If the customer disputes, warm-transfer to a human; if the dispute requires identity verification, escalate to a video call with the KYC team. Post-resolution CSAT goes out on WhatsApp.

  • Voice bot collection call
  • WhatsApp payment link sent in-call
  • CRM update with promise status
  • Warm transfer if dispute
  • Video escalation if KYC needed
  • Post-CSAT on WhatsApp
BFSI collections workflow: voice bot, payment link, CRM update, dispute handoff, video KYC
Insurance · Renewals

Voice bot → WhatsApp link → Human advisor → Video → Policy issued → NPS

Voice bot calls 30 days pre-renewal. If customer hesitates, advisor warm-transfer over voice. If the customer needs a face-to-face explanation of policy terms, escalate to video. Post-issue, send NPS on WhatsApp + log to Salesforce.

  • Outbound renewal voice call
  • WhatsApp payment link in-call
  • Live advisor handoff if hesitation
  • Video escalation for complex policies
  • Salesforce update + post-NPS
Insurance renewals workflow canvas
Healthcare · Appointments

Outbound reminder → Reschedule on WhatsApp → Video consult if symptoms severe → Post-discharge follow-up

Voice bot calls D-1 reminding the patient. If they need to reschedule, the bot does it in-call. If the patient mentions worsening symptoms, escalate to a video consult with a clinician. Post-discharge, follow up on WhatsApp with refill reminders.

  • D-1 voice reminder
  • In-call reschedule
  • Symptom triage during call
  • Video escalation if severe
  • Post-discharge WhatsApp follow-up
Healthcare appointment reminder workflow canvas

Solution Builder vs DIY stitching

CapabilitySolution BuilderBot tool + Zapier + CRM + CCaaS
Bot, human, video, SMS, CRM in one canvasYes3-5 separate tools
Shared conversation context across nodesNativeRound-trip API
Latency between handoffsSub-second2-10 seconds
Vertical workflow templates20+Build from scratch
Single place to debug + iterateYesDebug across 4 tools

Explore more from EnableX

The EnableX Difference

Human Handoff (incl. Video)

The escalation node in your workflows.

Handoff
The EnableX Difference

CPaaS + AI in One Stack

Why workflows can run natively, not over Zapier.

CPaaS+AI

Dialogs Studio

The bot tool that becomes a node in your workflow.

Studio

FAQ: Solution Builder

EnableX Solution Builder is the visual canvas in Dialogs Studio where you assemble a complete customer engagement workflow, not just a bot. Combine voice or chat bot, human handoff, video escalation, post-call SMS or WhatsApp follow-up, CRM update, and dashboard reporting in one drag-and-drop flow.

Studio is the no-code builder for individual bots. Solution Builder is the higher-level canvas that orchestrates a full workflow: bot + human + video + post-call automation + CRM + analytics. Think of Studio as the bot tool, Solution Builder as the workflow tool that uses bots, humans, and automations as building blocks.

Two reasons. One: latency. A bot calling Zapier calling Salesforce calling Twilio adds seconds, sometimes minutes, between turns. Solution Builder runs everything natively in the same platform. Two: context. The bot, the human agent, the post-call SMS, and the CRM update all share the same conversation context, sentiment trace, and intent, without round-tripping through external services.

BFSI: collections call → payment captured → SMS receipt → CRM update → dispute branch to video agent. Insurance: renewal call → WhatsApp payment link → human advisor video escalation if hesitation → policy issued → post-issue NPS. Healthcare: appointment reminder → reschedule via WhatsApp → video consultation if symptoms severe → post-discharge follow-up. Most teams use 5-10 such workflows in production.

A simple workflow (bot → human handoff → CRM update) takes a few hours from a template. A complex BFSI workflow with multiple branches, video escalation, and CRM integration takes 1-2 weeks. Pre-built workflow templates for common verticals cut the time further.

Solution Builder is included with every Dialogs subscription, same as Studio. You pay for usage (per-minute voice, per-conversation chat). Templates and pre-built workflows are free.

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