Builder
Drag, connect, done
A visual builder with triggers, branching conditions and delays. Add actions, assign, tag, move stage, message, create a task, call a webhook or run AI, and review each run in history.
Workflows & AI
Automations that reply, route and follow up.
A visual, no-code workflow builder with triggers, conditions, delays and actions. Sequences for timed follow-up, routing rules for new leads, and an AI agent that answers with guardrails and a human hand-off.
- Visual builder: trigger, conditions, actions, delays
- Sequences and lead routing out of the box
- AI replies grounded in your knowledge base
What's included
Everything that keeps a lead moving.
Captured, answered, routed and followed up, with each channel's rules respected.
Triggers & conditions
Start on a new lead, an inbound message, a stage change, a tag or a booking, then branch on any field with conditions and delays.
Actions & webhooks
Assign, tag, move stage, send a message on any channel, create a task, notify the team or call a webhook. Chain as many as a flow needs.
Sequences
Timed, multi-step follow-up on email, SMS or WhatsApp that stops when the person replies.
Lead routing
Round-robin, weighted or fixed assignment puts new leads with the right rep the moment they arrive.
AI agent
Draft or auto-send replies grounded in your knowledge base and instructions, book appointments, save details and hand off to a human.
Run history & audit
See what fired and why a rule did not match. Every AI tool call is logged with confirmations, results and timing.
AI agent
AI that answers like your team.
Give the agent a personality, your knowledge base and your instructions. It replies on website chat, WhatsApp and social DMs inside each platform's rules, offers choices as tappable options, books appointments and confirms sensitive actions before acting. Set draft mode, office hours, rate limits and caps per project.
- Google Gemini by default; switch to OpenAI, Claude or Grok per project
- Draft-for-review or auto-send, per flow
- A human can take over at any moment
Routing
Every lead to the right rep
Round-robin, weighted or fixed routing assigns new leads from chat, ads, forms, webhooks, bookings or prospecting as they arrive, then automations follow up.
Lead routing
Workflows & AI, answered.
Which AI models can I use?
Google Gemini by default. Each project can switch to an OpenAI, Anthropic Claude or xAI Grok model instead. AI actions use AI credits from your plan's bucket.
Does the AI send automatically or just draft?
Both, and you decide per flow. It can draft a reply for an agent to approve, or send automatically inside each platform's messaging rules, with office hours, rate limits and daily caps.
What can an automation actually do?
Trigger on new leads, inbound messages, stage changes, tags or bookings; branch on any field with conditions and delays; then assign, tag, move a stage, send a message, create a task, reply with AI or call a webhook.
How does lead routing work?
Choose round-robin, weighted or fixed assignment per pipeline. New leads from any source are assigned instantly, and every run is logged in the history.
Bring every conversation into one place.
Connect your channels, import your contacts and let the AI handle the first reply. No per-seat fees.