She doesn't just book the call — she closes AND collects, sending a secure payment link to take the sale on-platform. These are the 7 workflows that arrive already wired together when you pick Online / Digital Sales at signup — no importing, no building.
Fires the moment a new lead arrives.
The moment an online lead comes in: add them to the pipeline, text them instantly, and let the AI work them all the way to a completed checkout (or a booked discovery call for higher-ticket offers).
See the walk-through →Fires when an appointment is booked.
Confirms a booked discovery call by email + text, then a business-hours reminder to cut no-shows.
See the walk-through →Fires when an appointment is missed.
Recovers a missed discovery call fast — re-book it, or just answer their questions in chat — then graduates to nurture if they don't re-engage.
See the walk-through →Fires when a deal goes quiet.
Re-engages a lead who saw the offer but went quiet, then hands warm ones back to the AI to finish the checkout.
See the walk-through →Fires when a deal is marked lost.
Re-approaches a lost lead after 30 days with what's genuinely new; hands re-engaged ones back to the AI.
See the walk-through →Started by you, one contact or a whole list.
Long-term, low-pressure education for leads who aren't ready yet — genuinely helpful, zero hype, with a soft call offer along the way. Survives replies; exits the moment they book or buy.
See the walk-through →Fires when a contact opens an email.
Flags a hot lead who's re-opening emails so a rep (or the AI) can reach out while interest is warm.
See the walk-through →You don't import this. Pick Online / Digital Sales at signup and all 7 of these workflows install themselves before onboarding ends. Already customized yours? Nothing here ever overwrites your edits.
See where this fits in the platform: the full product tour → · How workflows run · Autopilot & Agent Goals
Pick Online / Digital Sales at signup and the whole 7-workflow suite installs itself before onboarding ends — nothing to import, nothing to build.
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