Automations & Conversational Flows
Automate the repetitive work that slows your team down. Set up trigger-based rules for lead routing, follow-ups, and tagging — or build visual WhatsApp chatbots that qualify leads while you sleep.
Welcome Flow
342 runs
Pricing Inquiry
128 runs
Follow-up Reminder
256 runs
Lead Qualification
89 runs
After-Hours Reply
64 runs
New Message Received
Keyword contains "pricing"
Add Tag
"Interested in Pricing"
Condition
Contact has tag "Enterprise"?
Send Template
"enterprise_pricing_v2"
Wait
2 hours
Assign to
Round-robin: Sales Team
Trigger-based automations
Create rules that fire on specific events — a new message, a keyword match, a new contact, a tag addition, or a time schedule. Each rule runs a sequence of actions: send a message, assign a conversation, tag a contact, create a deal, fire a webhook, or wait before the next step.
- Triggers — new message, keyword, new contact, tag, cron schedule
- Actions — send message, assign, tag, create deal, webhook, wait
- Condition branching based on contact fields, tags, or time
- Execution count tracking and detailed run logs
Welcome Flow
342 runs
Pricing Inquiry
128 runs
Follow-up Reminder
256 runs
Lead Qualification
89 runs
After-Hours Reply
64 runs
New Message Received
Keyword contains "pricing"
Add Tag
"Interested in Pricing"
Condition
Contact has tag "Enterprise"?
Send Template
"enterprise_pricing_v2"
Wait
2 hours
Assign to
Round-robin: Sales Team
Visual chatbot builder
Design multi-step WhatsApp conversation flows with a visual builder. Send text, buttons, or list messages, collect user input into variables, branch on conditions, and hand off to a human agent when the bot reaches its limits.
- Node types — message, buttons, list, collect input, condition, handoff
- Variable storage and interpolation across steps
- Fallback policy with reprompt limits and timeouts
- One-click agent handoff with optional assignment
Keyword: "hello", "hi", "start"
Status
ActiveNodes
8 nodes
Runs Today
47 conversations
Handoff Rate
23%
Fallback
Reprompt 2x, then handoff
Variables
Flow Preview
Simulated conversation
Condition branching
Add intelligent decision points to both automations and flows. Branch based on contact field values, tag presence, message content, or time of day — so the right contacts get the right treatment automatically.
- Branch on contact field equals or contains
- Check for tag presence or absence
- Match message content patterns
- Time-of-day conditions for business hours routing
Welcome Flow
342 runs
Pricing Inquiry
128 runs
Follow-up Reminder
256 runs
Lead Qualification
89 runs
After-Hours Reply
64 runs
New Message Received
Keyword contains "pricing"
Add Tag
"Interested in Pricing"
Condition
Contact has tag "Enterprise"?
Send Template
"enterprise_pricing_v2"
Wait
2 hours
Assign to
Round-robin: Sales Team
Execution logs
Every automation and flow run is logged step by step — what triggered it, which actions ran, which were skipped, and what failed. Debug issues instantly and understand exactly how your automations behave in production.
- Step-by-step execution trace for every run
- Success, skipped, and failed status per step
- Error messages on failed actions
- Duplicate and edit automations with one click
Welcome Flow
342 runs
Pricing Inquiry
128 runs
Follow-up Reminder
256 runs
Lead Qualification
89 runs
After-Hours Reply
64 runs
New Message Received
Keyword contains "pricing"
Add Tag
"Interested in Pricing"
Condition
Contact has tag "Enterprise"?
Send Template
"enterprise_pricing_v2"
Wait
2 hours
Assign to
Round-robin: Sales Team
Keyword matching
Trigger automations on exact or partial keyword matches in messages.
Scheduled triggers
Run automations on a cron schedule — daily, hourly, or custom intervals.
Round-robin assignment
Distribute incoming conversations evenly across your team automatically.
Works great with
Ready to automate your sales process?
See how trigger-based rules and visual chatbots keep your pipeline moving while you sleep.