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Workflows & automations
Triggers, waits, branches, webhooks and AI agents. Pick a workflow and run it to watch a contact move through every step.
TriggerForm submittedMeta lead form or funnel opt-in
ActionCreate / update contactTag: new-lead, source = ad set
ActionSend SMSHi {{contact.first_name}}, got your request…
WaitWait 5 minutesor until reply
If / elseReplied?
Yes
AI agentConversation AIAnswers FAQs, sends booking link
No
AI agentVoice AI callQualifies + books on the call
ActionMove pipeline stageNew lead → Booked
GoalAppointment bookedExit + start reminder workflow
Interactive demo built to show the logic. Client data is illustrative.