Turn demo requests into booked demos — and free trials into customers. These are the 6 workflows that arrive already wired together — no importing, no building.
This suite is rolling out — it isn't in the signup picker yet. Every industry that is in the picker gets its suite installed at signup.
Fires on an inbound text or email.
When a lead replies on any channel, make sure they're on the pipeline and let the AI autopilot work the conversation to a booked demo, trial, and paid plan.
See the walk-through →Fires when an appointment is booked.
Confirms a booked demo by email + text so it actually happens.
See the walk-through →Fires when an appointment is missed.
Recovers a missed demo with a fast re-book push, then graduates to nurture if they don't come back.
See the walk-through →Fires when a deal goes quiet.
Re-opens a deal that's gone quiet with a fresh angle, then hands engaged deals back to the AI.
See the walk-through →Fires when a deal is marked lost.
Re-approaches a lost lead after 30 days; hands re-engaged leads back to the AI, graduates the rest to nurture.
See the walk-through →Fires when a contact opens an email.
Flags a hot lead who's re-opening emails so a human (or the AI) can pounce.
See the walk-through →You don't import this. Pick B2B SaaS / Software at signup and all 6 of these workflows install themselves before onboarding ends. Already customized yours? Nothing here ever overwrites your edits.
B2B SaaS / Software is still rolling out — it isn't in the signup picker quite yet.
See where this fits in the platform: the full product tour → · How workflows run · Autopilot & Agent Goals
Start free — every industry in the signup picker gets a pre-built suite like this one, installed before onboarding ends.
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