Customer Automation Features

Everything you need to automate customer communication workflows reliably

Lead Follow-Up Automation

Automatically follow up with new leads through your defined workflow stages. Guide prospects from initial contact to booking with personalized messaging and timing.

Appointment Management

Handle booking confirmations, appointment reminders, and rescheduling automatically. Reduce no-shows and keep your calendar optimized without manual intervention.

Post-Service Workflows

Automate post-service check-ins, review requests, and feedback collection. Maintain customer relationships and gather testimonials systematically.

Multi-Channel Communication

Reach customers through SMS, email, and messaging platforms from one system. Maintain consistent messaging across all touchpoints with channel-appropriate formatting.

Business-Defined Workflows

Create custom workflow stages that match your business processes. Define success conditions, transition rules, and escalation points that reflect your operations.

Conservative AI Operation

AI operates within your defined boundaries, escalating ambiguous situations instead of making assumptions. Built for reliability and trust, not experimentation.

Ready to automate your customer workflows?

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