Automations

Demo Mode

Automations Library

Every automation included in the system. Click a card to open its workflow, messages, and connected automations.

Illustrative demo data for ABC Heating & Cooling. Not actual customer results.

Missed Call Recovery

Automation 01

Core System

Recover the leads that slip away every time a call goes unanswered.

Trigger

An inbound call is missed (no answer within the ring window).

Step-by-step workflow

  1. 1Create or update the contact in the CRM
  2. 2Send an immediate SMS apology and offer of help
  3. 3Wait for a reply
  4. 4If no reply, send up to three follow-up texts
  5. 5On reply, notify staff and pause follow-ups

Example messages

SMS · immediate

"Hi Sarah, this is ABC Heating & Cooling. Sorry we missed your call! What can we help you with today?"

SMS · follow-up 1

"Hi Sarah, just following up on your call. Is there an HVAC issue we can help schedule?"

Connected automations

Customer Reply HandlerInternal NotificationsAppointment Confirmation & Reminders

Exit conditions

Customer replies, books, or all follow-ups are sent.

Business benefit

Turns missed calls into conversations instead of lost leads.

Status shown is illustrative. No live automation status is connected.