Automation

Every lead followed up. Automatically.

After every new lead the AI drafts a follow-up email, a price quote and an appointment proposal. One click to approve, one click to dismiss.

Features

What it does for you

Drafts follow-up emails

The moment a lead comes in, the automation drafts a personalised follow-up email using your business context and the conversation.

Drafts price quotes

Based on what the visitor asked about, the AI prepares a structured quote draft. You review the numbers before anything goes out.

Drafts appointment proposals

Suggests available time slots from your calendar and drafts a booking confirmation, ready for your approval.

One-click approval

Every draft lands in your approval queue. Review, edit if needed and send with one click. Nothing automated without your say-so.

Autopilot mode

On Business tier you can enable autopilot for low-risk drafts. The AI sends them automatically, you see a log of every action.

Full audit trail

Every draft, every approval or dismissal, every sent message is logged with a timestamp. Always know what went out and when.

How it works

How it works

01

Lead comes in

Your chatbot captures a visitor's contact details and intent from the conversation.

02

Drafts appear in your queue

The AI immediately drafts a follow-up email, a quote and an appointment proposal tailored to that specific lead.

03

You approve with one click

Open the queue, review each draft, edit if you want, then press Approve. The email goes out in your name.

Built for

Who benefits most

Accountants, consultants, dental clinics, real estate agents, HVAC companies, law firms, beauty salons.

FAQ

Automation questions

Does anything get sent without my approval?

No, unless you explicitly enable autopilot mode on the Business plan. By default every draft waits for your one-click approval.

Can I edit the drafts before sending?

Yes. Every draft is editable before you approve. Change the tone, the numbers, anything.

Which plan includes automation?

Automation is available on the Business plan. You can also enable it as a standalone add-on.

Does it integrate with my email?

Approved emails are sent via your connected email address (or a dedicated Apex address) so they appear in your sent folder.

What is autopilot mode?

Autopilot sends low-risk drafts (simple follow-ups) automatically without your approval. You can switch it on or off any time.

Never lose a lead again

Every lead gets a personal follow-up, drafted by AI and approved by you.