Copy proven workflows for leads, bookings, follow-ups, payments, reviews, and everything in between.
Tags a new retreat opt-in as a lead, waits 30 minutes, then sends paired email and SMS nurture touchpoints over several days.
Runs each retreat application through a multi-branch qualification sequence, routing applicants into tailored email and SMS follow-up tracks.
A multi-branch engine managing the full interview-call lifecycle: booking confirmations, pre-call reminders, and outcome-based follow-ups.
A linear drip of retreat-branded emails and SMS over about six days to nudge incomplete or unresponsive applicants to finish applying.
AI-powered capture-and-nurture that routes website form, chat-widget and audit leads, then runs a 5-touch multi-channel follow-up.
Multi-channel AI assistant that answers website chats across SMS, Messenger, WhatsApp and Live Chat, escalating to a human when needed.
Processes Voice OS call webhooks: matches the caller, logs the AI call, updates fields, then branches on answered/not-answered with DND handling.
Routes Instagram comments, DMs, and story replies into tagging, public replies, interactive DMs, and engagement scoring.
Captures an Instagram lead's name, email, and phone via a conversational DM sequence, then routes them to a demo or AI training.
Fires on a lead-magnet opt-in to tag, create an opportunity, and deliver the magnet across email, SMS, and WhatsApp.
Nurtures VSL opt-ins toward a booked strategy call with gated email/SMS follow-ups and a long re-engagement sequence.
Onboards newsletter subscribers with a welcome email/SMS and a four-week weekly email nurture sequence.
Confirms webinar registrations and sends 24-hour, 1-hour, and 10-minute reminder emails timed to the event.
Manages the full sales-call lifecycle across five branches — confirmations, reminders, no-show follow-ups, and outcome-based nurture.
Fires on successful payment to tag the client, create the record, confirm the order, and run a five-day post-purchase email and SMS sequence.
Routes five onboarding triggers into branches for scheduling, reminders, nurture, reschedules, no-shows, and pipeline moves.
Validates a course purchase, then tags the buyer, grants course access, notifies the team, and sends a welcome email and SMS.
Responds to course login, category, and lesson events with tags, celebratory messages, and automatic certificate issuance on category completion.
Onboards new members from a paid or free entry by granting community access, tagging, tracking the conversion, and sending a welcome email and SMS.
Recovers failed payments over five days with escalating emails and SMS, restoring recovered accounts and escalating unpaid ones to the team.
A multi-branch AI engine that answers inbound chat across every channel via webhook responses and escalates to a human when the bot can't reply.
Drip-controlled outbound AI voice calling for tagged contacts, with pipeline updates, call notes, and automatic call-count tracking.
Captures a requested callback time and runs the full callback plus daily follow-up sequence, branching on booked, call-back, or keep-calling outcomes.
AI phone agent that calls leads, tracks attempts, and branches on booked, call-back, or keep-calling, with a daily follow-up loop and pipeline moves.
Post-call webhook that logs the AI callback summary, tags answered/unanswered, handles DND, and formats and saves any requested callback time.
Inbound-call webhook that logs the summary, tags answered/unanswered, and creates a follow-up opportunity for every missed call.
Standard-call webhook that logs the summary, tags answered/unanswered, and enables Call-only DND when the contact requests it.
Confirms a booked discovery appointment, tracks it as an opportunity, alerts the team, and sends timed email/SMS reminders.
A clean, linear five-email daily nurture that welcomes subscribers, delivers a lead magnet, builds trust, and guides toward a purchase.
A clean, linear five-message SMS/WhatsApp nurture — first message on entry, then one per day, modular and trigger-agnostic.
Monitors calls, STOP replies and stop-bot tags — tagging call activity and running a full opt-out compliance sequence across every channel.
On purchase, tags the customer, creates an opportunity, alerts the team via Slack and SMS, then runs a five-email post-purchase sequence.
Ramps sending volume safely: drip-releases 12 emails in escalating batches (20 to 35 to 50) with 2-3 day gaps to protect deliverability.
Central AI hub capturing leads from 11 channels and routing each by source into tailored email, SMS, IG, WhatsApp, and AI-voice nurture.
