Warpflow
Signals

Getting started

Set up your first Signals pipeline in under 10 minutes, from choosing a preset to going live.

Before you begin

You'll need a Warpflow Signals account. New accounts start with a 14-day free trial of the Pro plan, which includes AI classification, lead scoring, and reply generation. No credit card required.

Step 1: Choose your industry preset

Industry presets load routing rules, message templates, brand voice settings, and Signal Guard rules tailored to your business type.

  1. Open the Industry Presets page in your dashboard
  2. Browse the available presets (Medical Spas, Dental, Legal, Home Services, Real Estate, and more)
  3. Click a preset, then click Apply
  4. Confirm when prompted. This sets up your rules, templates, and brand voice in one click

Not sure which preset to use? General works for any business. You can always switch later.

For industry-specific setup details, see the industry guides.

Step 2: Set your business hours

Business hours control when your team is available and when after-hours rules kick in.

  1. Go to Business Hours in the dashboard
  2. Select your timezone
  3. Set your open/close times for each day of the week
  4. Use "Copy Monday to Tue–Fri" to quickly set a standard schedule

Leads that arrive outside your hours automatically get after-hours responses.

Step 3: Connect your channels

Connect at least one channel so Signals can receive and respond to messages.

GoHighLevel (recommended for most users):

  1. Go to Voice & Channels → Connections in the sidebar
  2. Click Connect GoHighLevel
  3. Authorize access to your GHL location
  4. Webhooks are registered automatically, and messages start flowing immediately

If you installed from the GHL Marketplace, your account was provisioned automatically. Complete the claim flow by verifying your email, then skip to Step 4.

Voice:

Set up a phone number to receive calls, voicemail, and missed-call signals.

  1. Go to Voice & Channels → Phone
  2. Follow the Phone Setup wizard to claim a number, configure voicemail, and set routing

See Set up phone & voice for the full walkthrough.

Email:

Connect your Google Workspace or Microsoft 365 email so inbound emails flow through the pipeline.

  1. Go to Voice & Channels → Email
  2. Click Connect Email Account and authorize via OAuth

See Connect Email for details.

Twilio (SMS only):

  1. Go to Voice & Channels → Connections
  2. Enter your Twilio credentials
  3. Configure your webhook URLs to point to the endpoints shown in the dashboard

Custom webhooks work with any system that can POST JSON. See Integrations for details.

Note: Outbound SMS requires 10DLC registration, which your account admin handles. Your admin will notify you when registration is complete. See SMS Compliance for background.

Step 4: Review your routing rules

Your industry preset loaded a set of rules. Review them to make sure they match your workflow.

  1. Open AI & Automation → Routing Rules in the sidebar
  2. Use the visual rules builder to review each rule's conditions and actions
  3. Toggle between AND (all conditions must match) and OR (any condition matches) logic
  4. Disable any rules you don't need, or drag to adjust priorities

Common preset rules include:

  • Missed call → send an SMS follow-up + create a callback task
  • After hours → send an after-hours acknowledgment
  • Booking request → send a booking confirmation
  • Complaint → escalate to your team + create a high-priority task

Step 5: Customize your brand voice

Brand voice controls how AI-generated replies sound. Your industry preset selected a persona, but you may want to fine-tune it.

  1. Open AI & Automation → Brand Voice in the sidebar
  2. On the Persona tab, review the selected persona (for example, "Warm Professional" or "Caring Concierge")
  3. Set the agent name, which is the name used in AI replies when the persona template includes {{user_name}} (for example, "Dr. Smith" or "The Acme Team")
  4. On the Vocabulary tab, add any prohibited words your AI should never use
  5. On the Signature tab, set your email signature

Changes save automatically.

Step 6: Configure AI routing (optional)

If you're on Pro or Enterprise, configure how AI replies are delivered to customers.

  1. Go to AI & Automation → Routing Rules and click the AI Routing tab
  2. Decide whether AI replies should auto-send or be held for review in the Work Queue
  3. Set a confidence threshold (start at 75%) for auto-send
  4. Enable fallback replies if you want AI to respond even when no routing rule matches

See Set up AI routing for the full guide.

Step 7: Test with the test runner

Before going live, verify your setup with simulated messages.

  1. Open the Test Runner page
  2. Paste a realistic customer message (for example, "I'd like to schedule an appointment for next Tuesday")
  3. Click Run Test
  4. Review the results: classification, lead score, matched rules, and generated reply

Try different scenarios: a missed call, an after-hours inquiry, a complaint. Make sure the right rules fire and the replies look right.

Test runs are free and don't count toward your signal quota.

Step 8: Go live

Once you're happy with test results:

  1. Verify your messaging channel is connected (check the Integrations page)
  2. Confirm your business hours are correct
  3. Start receiving real messages. Signals processes them automatically

What happens next

When a real message arrives, here's the full flow:

Message comes in → Signals normalizes it into a standard format → AI classifies intent, urgency, and sentiment (if you're on Pro or Enterprise) → Lead scoring ranks the lead quality → Routing rules match conditions and trigger actions → Replies are generated using your brand voice and templates → Signal Guard checks the reply for compliance → Response goes out automatically (or queues for your review)

The entire process takes seconds. Your leads get instant, professional responses while you focus on running your business.

Set up your team

Once you're live, get your team ready:

  1. Install the mobile app: each team member should install the PWA on their phone for push notifications and call alerts. See Install the mobile app.
  2. Configure notifications: set up which alerts each person receives (calls, messages, voicemail, billing). See Manage notifications.
  3. Fill out profiles: go to Preferences → Profile and set your name, phone number, and job title. This information is used in routing and escalation.

Next steps

Warpflow Signals

Automatically classify, route, and respond to every inbound lead, across SMS, email, voice, and web forms.

Dashboard overview

A quick tour of every section in the Signals dashboard and what each one does.

On this page

Before you beginStep 1: Choose your industry presetStep 2: Set your business hoursStep 3: Connect your channelsStep 4: Review your routing rulesStep 5: Customize your brand voiceStep 6: Configure AI routing (optional)Step 7: Test with the test runnerStep 8: Go liveWhat happens nextSet up your teamNext steps

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