Deliver timely, personalized messages across email, SMS, and chat — from confirmations and proposal nudges to review requests and payment reminders. Each interaction is logged in your CRM and escalated only when a human touch is truly needed.
Detect signals from email, forms, chat, calendars, and CRM events.
Pick channel, timing, template, and owner based on simple rules.
Send the message, log activity, and schedule the next step.
Track outcomes and improve timing and content over time.
Our intelligent monitoring system continuously scans multiple touchpoints to identify engagement opportunities and trigger appropriate follow-up sequences.
Detect a new inquiry or appointment scheduled via Gmail, a website form or a calendar event.
Capture the lead’s name, product interest and assign the owner based on sales territory.
Create or update a contact in HubSpot or Salesforce and log the event.
Advanced rule-based logic evaluates each signal to determine the optimal communication strategy, timing, and responsible team member.
Match the signal to a follow‑up cadence and select the correct email or SMS template.
Determine follow‑up frequency and stop when the lead replies or an opportunity is closed.
Schedule the next message and assign tasks in Asana or your CRM.
Seamlessly deliver personalized messages across multiple channels while maintaining complete visibility and control over all communications.
Deliver the message via Gmail, WhatsApp or Slack depending on the channel.
Log the communication in your CRM and create a follow‑up task.
Alert the account owner via Slack if the message fails or the lead opts out.
Machine learning algorithms analyze engagement patterns and outcomes to continuously refine messaging strategies and improve conversion rates.
Track open, click and response rates using analytics tools.
Refine the cadence or message content based on performance.
Send a weekly summary of follow‑up performance and conversion metrics to the team.
Delivered ready to run, documented, and easy to maintain.
Production-ready follow-up cadences mapped to your journeys.
Clean fields, validation, and syncs across your CRM and tools.
Playbooks, templates, and a quick session so your team owns it.
Warranty period with fixes, tweaks, and optional care plan.
Tell us about your business. We will review your setup and recommend the first agent to deliver value quickly.
Book a free consultation