1. Trigger

A new lead submits a contact form with their name, email, and inquiry details.

2. AI Action

AI reads the inquiry, identifies the customer’s need, and drafts a personalized follow-up email.

3. Output

A short draft email is posted to your sales team, ready to review and send.

1. Trigger

A customer submits a website contact form.

2. AI Action

AI reads the message and classifies it as sales, support, partnership, spam, or another category.

3. Output

The message is routed to the right person, inbox, or team channel.

1. Trigger

A customer leaves items in their online cart.

2. AI Action

AI reviews the cart details and drafts a short recovery email.

3. Output

A recovery message is created with the cart link included.

1. Trigger

Your phone system logs a missed call.

2. AI Action

AI checks available customer details and drafts a callback text or email.

3. Output

A short callback message is created with caller information attached.

1. Trigger

A 1-star or 2-star review is detected.

2. AI Action

AI identifies the main complaint, drafts a professional public response, and flags the issue internally.

3. Output

Your team receives a review response draft and an internal issue summary.

1. Trigger

A customer cancels an appointment.

2. AI Action

AI reviews the cancellation reason and drafts a reschedule message.

3. Output

A win-back message is created with suggested next steps.

1. Trigger

An invoice becomes overdue.

2. AI Action

AI checks how many days overdue it is and adjusts the reminder tone.

3. Output

A payment reminder is drafted with the invoice link included.

1. Trigger

A support ticket is marked urgent or escalated.

2. AI Action

AI reads the conversation, identifies the real issue, suggests a resolution, and drafts a reply.

3. Output

Your support team receives a clear summary and suggested response.

1. Trigger

A new customer signs up or a sale closes.

2. AI Action

AI matches the customer to the right onboarding checklist and drafts a welcome message.

3. Output

A personalized onboarding email is created with next steps.

1. Trigger

A customer starts cancelling or shows signs of leaving.

2. AI Action

AI reviews the customer history and drafts a retention message.

3. Output

Your team receives a save attempt draft and churn risk summary.

1. Schedule

Every weekday morning.

2. AI Action

AI scans priority emails, messages, calendar items, tasks, and business updates.

3. Output

A short morning brief with urgent items, decisions needed, and key updates.

1. Schedule

Every Friday afternoon.

2. AI Action

AI summarizes support themes, customer feedback, churn signals, completed work, and key metrics.

3. Output

A weekly report with numbers, signals, completed work, and focus areas.

1. Schedule

Every Monday morning.

2. AI Action

AI checks competitor websites, pricing pages, release notes, changelogs, and public updates.

3. Output

A short competitor intelligence report with notable changes and implications.