A full visual canvas — 24 node types, field-aware branching on any field, tag, stage, or lead score. And you never start from a blank one: pick your industry and a complete suite deploys itself, running before you've imported your first lead.
Pick one of thirteen industries at signup and seven workflows deploy in your industry's own vocabulary — switched on and covering the moments deals are won or lost: the first five minutes, the booked appointment, the no-show, the quiet quote, the lost deal, the long game.
Catches every new lead, creates the deal, sends the first text, and hands the deal to Autopilot to work toward booked.
Confirms every booking by email and follows with a confirm-by-text nudge, so fewer people no-show.
Follows a missed appointment with text, email, and an AI call — re-books them, or routes them gently into nurture.
Wakes when a deal sits quiet: alerts the owner, re-engages by email and text, and escalates silence to an AI call.
Gives lost deals a fresh look with an email-and-text series; a reply stops the series and hands you the conversation.
A low-pressure education drip with a self-book link — built to survive replies, and it exits the moment they book.
Spots a hot lead opening your email and tells your rep that now is the moment to reach out.
Deployed at signup, on the same rails as everything else — texts and AI calls clear your Approvals queue before they send. And it never overwrites your edits: customize freely; re-syncs only add what's missing.
Beneath the pre-built suite is a complete visual builder: 18 trigger events to start from, 24 node types to compose, and branching on anything you store about a contact.
Texts, emails, AI calls, meetings, logic, CRM updates, payments, tasks, and webhooks — every building block on one canvas. Node reference →
Route contacts by any contact field, custom field, tag, pipeline stage, or lead score — every path is field-aware.
Pause until business hours, a day and time, a specific date — or a date field's anniversary. Send the renewal text a year to the day.
One-click goal exits for booked and purchased — plus tag and field exits — checked before every step, so nobody gets a "just checking in" the morning after they buy.
"Stop when the contact replies" is on by default, so a live conversation beats a scheduled step. Turn it off deliberately for long drips.
Give any workflow a private catch URL for inbound contacts — Zapier, Make, your lead vendor — and post out mid-workflow with the webhook node.
The fastest way to a new workflow isn't dragging nodes — it's a sentence.
Type "when a quote goes out, follow up by text on day 2 and 5, call on day 7, stop if they book" — and watch the graph draw itself.
The drafter designs the trigger, messages, branches, and waits from your plain-English prompt, working from 18 of the 24 node types. Drafts stay a reviewable size — about 4–12 nodes — and every draft is validated before it can be saved, so what you get is a working workflow, not a suggestion. Like every AI step, drafting is metered from your prepaid usage wallet.
Every workflow — the pre-built suite and anything you draw yourself — runs on the same rails. You don't configure compliance; it's already there.
When a contact texts STOP, everything halts. That's not configurable — by you or by us.
Workflows automate steps: this event, then this message, then this wait. Autopilot pursues outcomes: it takes the handoff from your workflows and works each deal toward the goal you set — choosing the next move instead of following a fixed path. Autopilot is included on the Pro and Agency plans.
Yes — workflows run on every plan, including Free. Most steps send the messages you wrote and carry no AI charge; AI steps are metered from your prepaid usage wallet, so there are no surprise bills. The one gate is Autopilot, the goal-driven agent that takes workflow handoffs — it's included on the Pro and Agency plans.
No. Once the suite deploys, every workflow is yours — rename it, rewire it, turn it off. Nothing we ship ever overwrites your edits: suite re-syncs only add what's missing and leave anything you've touched alone.
Yes, in both directions. Any workflow can use an incoming-webhook trigger with its own private catch URL — POST a contact from Zapier, Make, or your lead vendor and it's created and enrolled. And the outbound webhook node sends data to any URL you choose mid-workflow, so the rest of your stack stays in the loop.
No. The suite arrives already wired when you pick your industry, so there's nothing you must build. When you do want something custom, describe it in a sentence and the AI drafter draws a validated workflow for you — the canvas is there for the day you want to fine-tune.
Start free — pick your industry and the seven-workflow suite deploys itself before you've imported your first lead. See what deploys at signup →
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