Automations
Design the workflows your AI sales team runs on.
Workflows are saved as drafts — they will start running once the automation engine is connected.
Node library
- Trigger
- Condition
- AI Message
- Wait
- Update CRM
- Assign Agent
- Send Notification
- Book Meeting
New Lead Qualification
Draft
New lead created
Trigger
AI qualification message
AI Message
Score above 85?
Condition
Assign to senior agent
Assign Agent
Notify on Slack
Send Notification
Templates
New Lead Qualification
Draft
Greet, ask qualification questions and score the lead automatically.
Trigger AI Message Condition Update CRM
No Response Follow-up
Draft
Re-engage silent leads after 24h, 72h and 7 days.
Trigger Wait AI Message Condition
Meeting Reminder
Draft
Send a reminder 24 hours and 1 hour before a booked meeting.
Trigger Wait Send Notification
Hot Lead Alert
Draft
Notify the assigned agent instantly when a score passes 85.
Trigger Condition Assign Agent Send Notification
Post-Meeting Follow-up
Draft
Summarise the meeting and send next steps automatically.
Trigger AI Message Update CRM
Lost Lead Re-engagement
Draft
Revive cold leads after 30 days with a tailored offer.
Trigger Wait AI Message Book Meeting