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.
Automation 01
Recover the leads that slip away every time a call goes unanswered.
Trigger
Step-by-step workflow
- 1Create or update the contact in the CRM
- 2Send an immediate SMS apology and offer of help
- 3Wait for a reply
- 4If no reply, send up to three follow-up texts
- 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
Exit conditions
Business benefit
Turns missed calls into conversations instead of lost leads.
Status shown is illustrative. No live automation status is connected.