Fully Integrates With
Workflows
Smarter. Faster. Adaptive
A “workflow” is described as a tool that lets customers dynamically plan actions (like calls, texts, emails, and other steps) so the platform becomes outcome-focused rather than just a set of features. It’s made of “nodes,” where some nodes perform actions and others fetch or update information (including ServiceTitan-related tasks like booking, retrieving details, and modifying appointments). It also highlights advanced scheduling and logic—e.g., run steps now, then later, while respecting work hours and branching rules—so multi-step follow-up happens automatically.
After Call Processing - Restoration
After Call Processing – Restoration analyzes an inbound call after it ends, generates a call summary, classifies the caller’s intent, and routes the outcome to send targeted email and SMS alerts to the appropriate team members for bookings, emergencies, scheduling issues, transfers, or dropped calls.
LifeStaging Direct Mail Launcher
This workflow processes Live Staging Leads by validating their location details, checking whether direct mail has already been sent, and automatically sending direct mail only to eligible leads while updating the tracking variable to prevent duplicate mailings in future runs.
Old CRM Leads Revival Workflow
This workflow revives old CRM leads by intelligently calling stale contacts over a seven day window, limiting attempts, respecting time rules, and adapting to answers, voicemails, blacklists, and outcomes so each lead is clearly tagged with its final revival status in CRM OK.
Answering Service
This workflow summarizes each finished inbound call, extracts key details from the transcript (caller identity, contact info, company, emergency level, property type, intent, summary, and follow‑up), and sends a structured HTML email notification so staff immediately know who called, why, and what to do next.
Revive for Cold Leads
This workflow processes uploaded leads, verifies each has a valid phone number, and tags them as “initiate” so an outbound SMS sequence can start. It listens for replies and, after AI processing, tags contacts as “sms_replied” whenever genuine engagement is confidently detected.
Angies Revenge
This workflow revives inbound leads through coordinated calls, SMS, and emails over a controlled window while respecting time rules and holidays. It adapts to answers, voicemails, SMS replies, and outcomes, tagging each lead’s interest level and final status so sales teams see next actions.
Sales Wingman
This workflow converts new leads into appointments by validating phone numbers, extracting appointment times, and placing smartly timed, repeated calls. It tracks call attempts, updates counts, confirms or fails appointments, and emails sales reps structured summaries, budgets, decision‑makers, and clear next steps.
