Workflows

The Workflows feature enables users to automate communication and follow-up processes based on specific triggers, conditions, and time delays. This tool is designed to streamline customer engagement, reduce manual tasks, and ensure timely outreach across SMS, phone calls, and emails.

Key Capabilities:

• Trigger-Based Actions: Launch sequences when a lead is added, status changes, form is submitted, or a keyword is received.

• Multi-Step Automation: Build drip campaigns with SMS, email, and call reminders spaced over time.

• Smart Routing: Automatically assign leads to team members or apply tags/statuses based on responses.

• Time & Event Scheduling: Set reminders, follow-up messages, and callback windows.

• Conditional Logic: Use “if/then” logic to create personalized paths based on lead behavior or data.

• Reporting & Analytics: Track workflow performance, engagement rates, and response times.

Use Cases:

• Lead nurturing via SMS drip campaigns

• Missed call follow-ups and reminders

• Event and appointment notifications

• Contact re-engagement and win-back campaigns

• Automated onboarding or post-purchase sequences