Automation & Workflows
Turn every inbound lead into a booked appointment — automatically. Build visual sequences that call, text, and follow up so you never lose a lead to slow response.
How a workflow runs
One lead submission triggers an entire follow-up sequence
What you can build
Visual Workflow Builder
Drag-and-drop sequences that trigger automatically when a lead comes in. No code required.
Multi-step Sequences
Chain actions together with delays, conditions, and branching logic to nurture leads over time.
Embedded Forms
Drop lead capture forms on your site that feed directly into your workflows.
AI Outbound as a Channel
Use AI-powered phone calls as a workflow step — the AI calls your lead, qualifies them, and books.
Pipeline-Stage Automation
Attach custom automations to any stage in your pipeline — send an SMS, trigger an AI call, request a Google Review, or launch an AI phone survey exactly when a lead moves forward.
See it in action
Roofing Company Example
- Homeowner fills out a "Get a Free Estimate" form on your website
- AI calls the lead within 60 seconds, qualifies the job, and books an estimate
- SMS confirmation is sent with date, time, and your company info
- After the job is complete, an AI phone survey collects feedback and requests a Google Review
Result: faster response, more booked jobs, more 5-star reviews — zero manual follow-up.
Replace your tool stack
Stop stitching together Zapier + a dialer + an SMS platform + a review tool. One workflow builder handles calls, texts, bookings, and reviews in a single place — for a fraction of the cost.
Channels
Reach leads wherever they respond best
SMS
Instant text follow-ups and drip sequences
Automated email nurture and confirmations
AI Call
AI-powered outbound calls that qualify and book
Simple pricing
+ usage-based credits for AI calls, SMS, and email sends
- Visual workflow builder included
- Unlimited workflows & sequences
- Embedded forms included
- Pay only for messages & minutes used
Frequently asked questions
Can I customize which actions fire at each pipeline stage?
Yes. Every stage can have its own set of triggers — SMS, AI call, email, review request, or survey. Mix and match however fits your process.
What happens if the lead doesn't answer the AI call?
The workflow continues. You can set retry attempts, fall back to SMS, or schedule a follow-up call at a different time — all automatically.
Do I need technical skills to build workflows?
No. The visual builder is drag-and-drop. Pick a trigger, add your steps, set delays, and publish. No code, no integrations to configure.
How is usage billed?
You pay a flat monthly fee for the platform, then usage credits cover AI call minutes, SMS sends, and emails. Credits come from the same wallet you already use for voice.
Can I use this with my existing Sales Connect AI phone system?
Absolutely. Workflows plug directly into your existing setup — same number, same AI receptionist, same wallet credits.
Be first in line
Automation & Workflows is launching Fall 2026. Join the waitlist and get early access + founding member pricing.
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