Routing & flow block

How to use Decision

Checks a clear rule and sends the workflow down the matching path.

01
Start here

Why use it

Use it when the answer is factual: a field is blank, a booking exists, or a lead is in a certain stage.

02
In context

Picture this

After a booking attempt, a dental practice checks whether an appointment was actually created. Successful bookings get a confirmation; unsuccessful ones create a staff task.

03
Build it

Set it up

  1. Choose the single fact to test.
  2. Write labels that describe the outcome, such as “Booking created.”
  3. Add a deliberate path for everything that does not match.
  4. Test each branch with dummy data before adding live actions.
04
Keep moving

What comes next

After this block, use the matching action, usually an SMS, Email, task, or handoff.

05
Choose carefully

Avoid this when…

Use Classifier when the workflow must interpret what a person means rather than compare a known value.

Before you publish or activate: verify the current builder labels in Votel and test with dummy data. This independent guide describes the purpose and a safe setup approach; it does not replace Votel’s current product documentation or compliance advice.

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