Do less of the same work by hand.
Set up repeat messages and simple steps for events such as finished work or a payment. Choose the rules before turning them on.
A quote follow-up sequence
The follow-up that happens on a busy Tuesday.
An example sequence for a quote that hasn’t been answered.
Day 0
The quote is sent
The event starts the sequence.
Day 2
A friendly text
A short reminder with the link.
Day 5
An email with the details
The proposal and how to get in touch.
Any time
They reply
The reply lands in their conversation for your team.
Built-in brakes
Automated, but never pushy.
Opt-outs respected
Permissions and unsubscribes always apply.
Replies stop outreach
Customer Operations sequences stop when the customer answers.
Staff can take over
Once someone steps in, the automation steps back.
Sensible hours
Outreach stays inside reasonable hours and frequency limits.
Real screens
Build a sequence.
Tap the highlighted spot, or use Next.Step 1 of 2
Sent isn’t solved
See what went out, and what it led to.
- Inspect what the automation attempted and what was sent.
- Keep customer replies available for staff follow-up.
- Distinguish a sent message from a completed payment, booking, or other business outcome.
Part of AI & Automation
Follow-up from your real events.
Quotes, visits and payments start sequences, and replies come back to the customer’s thread.
Comes in from
Calls, texts & chats
Customers reach the assistant on your phone line, by text, or in your website chat.
Comes in from
Price book & schedule
Assistants read your live prices and real openings.
What happens here
Automatic Follow-Ups
- 1Triggers & step sequences
- 2Customer-safe communication
- 3Review & outcome tracking
Same customer, same job, same record.