---
title: AI Caller Workflow Overview
description: "[AI Caller- Optimize Workflow for limit reached and Follow Up Calls](https://www.loom.com/embed/083e921e9fae43a4831b9767b144d7b0#?secret=1y9C64JS2E) In this guide, we’ll look at how to structure an AI Caller workflow to make outbound calling more effective, compliant, and result-oriented. The steps below show how to add…"
url: "https://help.affordablecare.ai/docs/ai-caller-workflow-overview/"
updated: "2025-10-22"
category: AI Caller
---

# AI Caller Workflow Overview

[AI Caller- Optimize Workflow for limit reached and Follow Up Calls](https://www.loom.com/embed/083e921e9fae43a4831b9767b144d7b0#?secret=1y9C64JS2E)

In this guide, we’ll look at how to structure an AI Caller workflow to make outbound calling more effective, compliant, and result-oriented. The steps below show how to add DND checks, manage tags, handle call outcomes, and automate retries until an appointment is booked.

### **Step 1: Add a DND (Do Not Disturb) Check**

- Before any call is placed, the workflow checks whether the contact is on **DND for calls**.

![](https://help.affordablecare.ai/wp-content/uploads/2025/10/Screenshot_11-1.png)

- If the contact is marked DND, the system will skip dialing.

### **Step 2: Clean Up Tags Before Dialing**

- Remove all **AI tags**.

![](https://help.affordablecare.ai/wp-content/uploads/2025/10/Screenshot_12-1.png)

- Add an **increment in call count**.

![](https://help.affordablecare.ai/wp-content/uploads/2025/10/Screenshot_13.png)

- Place the call.
- Set the **first message** and any **follow-up message** here.

![](https://help.affordablecare.ai/wp-content/uploads/2025/10/Screenshot_14.png)

### **Step 3: Add a 15-Minute Wait**

- After a call attempt, insert a **15-minute wait**.
- Once the wait is over, the workflow checks if the **daily call limit has been reached**.
- Or Appointment set tag does not included and AI call count is less than or equal to 15

![](https://help.affordablecare.ai/wp-content/uploads/2025/10/Screenshot_15.png)

### **Step 4: Add a Daily Limit & Retry**

- If the call failed due to **daily call limit**, apply a **1-day wait**.
- Subtract 1**in call count**.
- After 1 day, loop the contact back to the **first action** (to retry the call sequence).

![](https://help.affordablecare.ai/wp-content/uploads/2025/10/Screenshot_16.png)

### **Step 5: Add Call Count & Appointment Logic**

- Add a condition: If **call count < 15** AND **no appointment is set**, then:
  - Wait 1 day.
  - Loop back to the first stage (to retry calling).
- This ensures a maximum of 6 call attempts per contact until an appointment is set.

![](https://help.affordablecare.ai/wp-content/uploads/2025/10/Screenshot_17.png)

### **Step 6: Handle Specific Tags (Advanced Logic)**

- If a contact has tags like **Did Not Pick** or **Customer Did Not Answer**, you can use those to trigger additional retries.
- These conditions allow you to treat unanswered calls differently from other failed outcomes.
- These Logics are optional you can customize it according to your need.