What triggers it
The contact messages you first — an inbound text or email starts this workflow, so no inbound conversation ever sits unanswered.
The walk-through
Here's the shape of it — every step visible on the canvas, every delay yours to change:
- The deal is created in your pipeline instantly — dropped into the first stage and marked Warm, so nothing lives in a spreadsheet limbo.
- A handoff to Autopilot, which works the deal toward your pipeline's goal from there (included on the Pro and Agency plans).
How it stops
Out of the box it stops the moment the contact replies — the conversation is yours (or Arianna's) from there. And if they text STOP, everything halts instantly. That's a compliance rule, not a setting.
The rails
Every touch in this workflow runs on the same rails as everything else in Sales Team Toolbox:
- Consent first. Texts and calls go only to contacts with prior express consent on file. No consent, no send — no exceptions.
- The Approvals inbox. AI-drafted texts and calls queue for your approval before anything goes out, until you deliberately switch a step to auto-approve.
- STOP always wins. One opt-out halts every workflow for that contact, instantly. It is not a setting you can turn off.
- Quiet hours and send-fatigue limits. Touches respect calling hours and per-contact frequency caps.
- An unsubscribe link in every email. Standard, always.
The fine print lives in the compliance FAQ.
You don't import this. Pick B2B SaaS / Software at signup and this workflow — plus 5 more — installs itself 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.
The rest of the B2B SaaS / Software suite
Under the hood
Every step above is a node on a visual canvas you can open and edit. Read how workflows run, the node reference, your niche suite, and Autopilot & Agent Goals (Autopilot is included on the Pro and Agency plans).
See where this fits in the platform: the full product tour →