The routine runs itself. You just watch.
A client goes quiet: your AI employee follows up. A client asks for a person: a manager gets the conversation right away. A payment is due: the client gets a reminder. Nothing is forgotten, not even at night or at the weekend.
01 · Rule
Say what to do in one sentence
“When a client is quiet for 2 days, follow up.” “When a client asks for a person, hand them to a manager.” Pick a ready-made rule or build your own in a minute, no developers needed.
02 · Team
A person steps in only when needed
Your AI employee does the rest on its own. When a person is needed, a manager gets the conversation, a notification and a task, and the client is not left waiting.
03 · Report
See everything that was done, step by step
When a rule ran, what the employee wrote, who the client was handed to. Nothing gets lost, and nobody has to ask around.
- When
Client quiet for 2 days
After your last message
- AI employee
Follow up
Writes to the client in their conversation, during working hours
- Stop if
The client replied
Follow-ups then stop on their own
No reply - Wait
3 days
Then the rule carries on by itself
- Person
Hand to a manager
They get the conversation, a notification and a task at once
- Task
Call the client
For the deal owner, due tomorrow
What automations
take off your hands
What managers forget or never get to now happens on its own, and on time.
Bring quiet clients back
A client went silent after the price or the proposal? Your employee follows up on its own, several times, hours and days apart. The client answers, and the follow-ups stop.
Never write at night
Turn it on, and reminders to clients go out only in your working hours. Nobody gets a message at three in the morning.
Keep an eye on the team
A client waiting over 15 minutes for an answer, an overdue task, a missed call: the owner gets a reminder, and if they cannot make it, another manager takes the client.
Move deals through the pipeline
Move a deal to the right stage, assign an owner, set tasks, call the client and remind them about payment.
Start with ready-made rules.
When you hire an AI employee, the rules it needs are already suggested: follow up with a quiet client, hand the conversation to a person, win back those who disappeared. Turn them on with one click and adjust the timing to suit you.
Change a deadline or a step right in the rule's sentence, with one tap.