Automations
Set up automations and see what they're doing.
Lifecycle Automation
Automations
Set up automations that manage your conversations and streamline your workflows, giving you more time to focus on your business.
Your automations
| Status | Name | Goal | Channel | |
|---|---|---|---|---|
| Pricing inquiry follow-up | Engage customers |   | ||
| Auto-tag — Treatment interest | Capture & qualify |  | ||
| Route to branch by location | Organize conversations | | ||
| Appointment reminder — 1 day + 3 hrs | Organize conversations | | ||
| Call to confirm 24h before booking | Organize conversations | | ||
| Post-visit check-in + review | Engage customers | | ||
| Win-back — 30 day inactive | Engage customers | |