> ## Documentation Index
> Fetch the complete documentation index at: https://docs.uservox.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Process

> How a lead goes through a process

## Overview

A Process defines how Uservox engages a lead from first touch to outcome. It orchestrates attempts, timing, and next steps.

## Typical Flow

1. Enrollment
   * Lead is added to a Process (manually, via API, or via CRM integration)
2. Attempt Strategy
   * Configure call attempts per day, retry intervals, and call windows
3. Conversation Handling
   * Agent follows your conversation flow (greeting, qualification, FAQs)
   * Outcomes: qualified, not interested, voicemail, callback requested, no answer
4. Post-Call Actions
   * Log summary, transcript, sentiment, and key fields
   * Update CRM records and statuses
   * Schedule follow-ups if needed
5. Exit Criteria
   * Success (qualified/booked) or Disqualified
   * Max attempts reached or manual removal

## Tips

* Align outcomes with CRM stages
* Set local-time windows to boost pickup rates
* Keep retry counts reasonable to avoid spam labeling