Learn how AI can streamline your business
Text and Email Sequences: Automatically send tailored messages based on customer actions (like visiting a specific webpage or filling out a form). Follow-ups can be timed precisely to maintain engagement.Chatbot-Driven Conversations: With ChatGPT integrations, nurture leads with real-time, conversational AI that can answer questions, offer recommendations, and guide them through their buying journey.
Dynamic Segmentation: Automatically categorize leads based on their behavior or demographics. For example, leads who open emails or click links are funneled into a more aggressive nurture track, while those who remain inactive may receive less frequent messaging.Lead Scoring: Use workflows to automatically assign scores to leads based on actions like email opens, website visits, or form submissions. Leads that meet a scoring threshold can trigger immediate notifications to sales teams.
SMS, Email, and Chat Integration: Connect with leads through multiple channels, ensuring you reach them where they are most likely to engage. For instance, an email can be followed by a text message, or a chatbot interaction can trigger a follow-up email based on the conversation.Omni-Channel Nurturing: Set up workflows that seamlessly shift communication between text, email, and chat to keep the conversation going. If a lead clicks a link in a text, they can receive a relevant email or a chatbot can be triggered on the website.
If-Then Workflows: If a lead downloads an e-book, then they receive an email follow-up. If they click on a product link, then the next message is personalized with product details. The workflow evolves based on what the lead does.Website Behavior Tracking: Automatically trigger workflows when leads interact with specific pages, such as product pages, pricing, or testimonials, which can lead to personalized follow-up offers or chatbot outreach.
Automated Scheduling: When a lead shows interest or reaches a certain nurture stage, workflows can trigger appointment-setting texts or emails, integrated with your calendar, ensuring leads can book time with your team effortlessly. Reminders and Confirmation: Set up reminders to follow up before or after appointments, ensuring leads stay engaged and don’t forget key meetings or demos.
Re-Engage Lost Leads: Use workflows to re-engage leads who abandon carts or forms, sending them a reminder via text or email. Combine this with an incentive to encourage them to complete the process

Customer Retention: After a sale, workflows can automatically send thank-you messages, onboarding information, or additional product recommendations to keep the relationship strong.Upsell Campaigns: Use automations to offer complementary products or services based on previous purchases, enhancing customer lifetime value.
Real-Time Data Feedback: Automatically track and analyze lead behaviors across workflows, generating reports that give insights into what’s working and what needs adjustment.A/B Testing: Create variations in workflows to test different approaches and optimize engagement rates, ensuring the most effective sequences are in use.